Heritage & York works hard to maintain one of the most complete financial networks available. We understand what lenders, investors, institutional and strategic buyers from across the country are looking for.
We start with an understanding of the total network and then work down from there based on deal specifics.
While we have access to approximately four thousand senior lenders, we maintain a professional relationship with hundreds of senior lenders, commercial banks and other institutional lenders that provide debt to corporate clients based on loan criteria and specifics.
Mezzanine Debt Providers
We maintain a professional relationship with hundreds of mezzanine lenders and investors that provide junior, subordinated debt to corporate clients based on loan criteria and specifics.
We maintain a professional relationship with hundreds of Small Business Investment Companies (SBIC); lenders and investors that provide equity capital, long term loans and management assistance to qualifying small businesses.
Private Equity Firms
While we have access to roughly two thousand private equity firms, we maintain a professional relationship with hundreds of North American private equity firms. We understand their acquisition criteria, industries of investment interest, transaction types and geographic location needs.
There are tens of thousands of private funds registered with the SEC and operated by hedge fund firms and we have access to them all. We know what they want and what they don’t want. We tailor our contacts based on deal specifics.
M&A Advisory Firms
There are over a thousand merger and acquisitions (M&A) advisory firms in North America and we know them by location, and typical transaction. Why do we care who they are? They are part of a large professional network with already established relationships with companies that are on an acquisition trail.