Standish Mellon Asset 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.

RBC Wealth Management in Boston, part of Boston Partners, offers financial services with a global reach. With additional offices in New York, London, Los Angeles, and Greenbrae, California, they provide comprehensive wealth management solutions. Specializing in personalized financial planning, RBC Wealth Management serves clients in various locations, ensuring tailored strategies for individual needs. Their team of experts is dedicated to helping clients achieve their financial goals with a focus on excellence and integrity. Generated from their website's infomation