Forteris Wealth Management

Heritage Partners is one of the leading private investment firm specializing in the acquisition and equity-based recapitalization of private, family owned businesses. Since 1987, the Partners have assembled a diversified portfolio of nearly 50 investments with revenues in the billions of dollars. Heritage Partners portfolio is divided into three funds, the Heritage Fund I, Heritage Fund II and Heritage Fund III. The firm's fundamental objective is to invest preferred and common stock, on a minority or majority basis, in mature, successful companies with revenues of $50 to $500 million. Industries of particular interest include healthcare, consumer products, food and beverage, distribution, light manufacturing and media. Heritage Partners is headquartered in Boston.

Matrix Partners is a renowned venture capital firm based in Cambridge, MA, with a strong focus on investing in early-stage companies from concept to Series A. With an impressive track record of supporting founders for over four decades, Matrix Partners has invested $4 billion, facilitated 110 acquisitions, and witnessed 65 IPOs. Their diverse portfolio spans across various sectors, including software-defined hardware, applied AI, B2B SaaS, digital health, chips components, dev tools infrastructure, and fintech. Known for their expertise and experience as former founders and company builders, Matrix Partners is committed to helping entrepreneurs succeed. They recently announced their Matrix XII fund, an $800 million investment vehicle dedicated to backing innovative startups from their inception to Series A. With a team that values patience and a deep understanding of the startup ecosystem, Matrix Partners is poised to continue making a significant impact in the world of venture capital.Generated from the website