Project Description

EXECUTIVE SEARCH
AmerTac Holdings
Chief Operating Officer

Castle Rock Industries
Vice President Operations

DIAM International
Chief Operating Officer

DIAM International, President
TechServ Graco, President & Chief Operating Officer

SECTOR
Private Equity & VC

Founded by investor Peter Hermann in 1994, Heritage Partners grew to nearly $1.5 billion under management. The private equity firm typically focused on family-owned business and invested in them through its trademarked Private IPO structure. This structure allowed owners of successful middle-market companies to obtain liquidity while still maintaining a large equity investment and ongoing control of their business.

Among Heritage Partners’ numerous portfolio companies were AmerTac Holdings, Cecilware Corporation, Castle Rock Industries, WA Butler Co., DIAM International, and Bennett Footwear Group. The firm had sold off most of its investment holdings by 2009, with partners leaving to create new private equity groups (e.g. Lineage Capital) utilizing similarly structured investment models.

PORTFOLIO COMPANIES

We have conducted numerous searches with Adam over the last five years. The searches have crossed industries and functional disciplines. Adam took the time to understand the need and the company culture, positioning him to deliver excellent candidates on each of the searches he has conducted. Our success rate with Adam is 100 percent.

Mark Sullivan
Partner, Lineage Capital; formerly Partner, Heritage Partners

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