400 Corporate Pointe, Suite 300, Culver City, CA 90230


Mergers & Acquisitions

M&A Sellside Advisory, M&A Buyside Advisory and Searches, Spin-offs and Divestitures , Restructuring

Real Estate

Real Estate Strategy, Independent Valuations, Due Diligence, Portfolio , and Multiple Benchmarking. Valuation


Complex Modelling, Waterfall Analysis, DCF Valuation, Comp Set and Multiple Benchmarking


We Serve


Middle market companies retain HVA for buyside and sellside engagements, debt raises, equity placements, restructurings and recapitalizations. Heritage has a network of capital providers and potential acquirors as companies are thinking about an exit or a major capital infusion.

Funds, Investors & Sponsors

Private equity funds, investment institutions, partnerships, and fundless sponsors look to Heritage to assist with the sale, acquisition, or capital raise of a portfolio company. Heritage can spearhead the entire M&A process or play a supporting role to senior managers.

Banks & Lenders

Financial institutions looking to exit a holding through a recapitalization, refinancing, or workout of a stressed position can rely our team to seek strategic and financing alternatives for their portfolio companies.