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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.

Mondeau Associates is a professional services firm based in Bridgewater, MA, specializing in providing strategic consulting and advisory services to a diverse range of clients. With a focus on fostering long-term relationships and delivering tailored solutions, Mondeau Associates aims to help businesses navigate challenges and capitalize on opportunities for growth and success. Generated from their business information

U.S. Wealth Management Newport is dedicated to tailoring financial strategies that accommodate clients’ evolving investment, insurance, and retirement needs. With over $500 million in combined assets under management and a team of knowledgeable professionals, the firm emphasizes personalized service, integrity, and the importance of building long-term relationships. Focusing on a holistic approach, U.S. Wealth Management guides clients through their financial decisions while ensuring clear communication and accessibility. By creating customized plans and fostering collaboration with trusted professionals, the firm aims to provide clients with a true roadmap to financial well-being and confidence in their financial futures. Generated from the website