Testa Associates

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.

Sun Life Financial is a major international financial services firm with a local office on Worcester Street in Wellesley Hills, MA. Specializing in insurance and investment solutions, their experienced agents provide personalized options for individuals, families, and businesses. At the Wellesley Hills office, clients receive tailored solutions to meet their specific goals, with agents working closely to ensure a customized approach. Sun Life Financial is dedicated to helping clients navigate the complexities of financial planning with expertise and care. Generated from their available business information