New Heritage Capital, LLC

We are proud to announce that New Heritage Capital has been named as a Top Private Equity Innovator for the second consecutive year by BluWave, LP. ? It’s an honor to receive this award, recognizing the top 2% of private equity firms for excellence in due diligence, value creation, operations and corporate citizenship. ? “Innovation in private equity enables growth. At New Heritage, we enable our companies to flourish by bringing new ideas to the table while respecting the successful track records and accomplishments of our founders” – Nickie Norris, Senior Partner? ? Learn more about the BluWave Top Private Equity Innovator award here: https://lnkd.in/en2Z7mTK See a link to BluWave's podcast with Charlie Gifford in the comments below. *** The 2025 Top Private Equity Innovator Award is presented by BluWave, a third party not affiliated with New Heritage. The award is based on BluWave’s review of the more than 6,000 private equity firms in the U.S and Canada from which 103 private equity firms were selected as award recipients. New Heritage did not pay an application fee or any other compensation to receive this recognition.?More information about the Top Private Equity Innovator award is available at https://lnkd.in/e6K24sfh.

New Heritage is thrilled to announce its investment in JA Moody, a premier maritime supplier of fluid control valves, actuators, strainers, parts and services to the United States Navy and commercial marine?industry. The investment was structured using Heritage’s?Private IPO? strategy, which preserves operational control for JA Moody’s management while providing capital for accelerated growth. Read the full announcement on our website: https://lnkd.in/e7vwCgnt

New Heritage is pleased to announce the successful exit of its investment in Continental, a leading corporate foodservice provider in the Midwest. Continental was acquired by Morgan Street Holdings, the investment arm of HAVI, a global privately owned company that innovates, optimizes, and manages the supply chains of leading brands. ? Continental's founders partnered with Heritage in 2017 to achieve the unique benefits of Heritage's Private IPO? – significant liquidity, continued control, substantial equity upside - and to accelerate growth. Since the initial investment, Continental expanded from one geography to three, invested in technology to support greater route efficiency and probability, bolstered its leadership team, and completed ten acquisitions. ? Read the full announcement on our website: https://lnkd.in/eFTTZ2uR

The halls of Heritage turned haunted this week as we celebrated Halloween with our colleagues and families in our office. Wishing everyone a happy Halloween from New Heritage!

New Heritage is excited to announce its investment in Brilliant, a global provider of impactful corporate gifting and branded merchandise solutions.?The investment was structured using Heritage’s?Private IPO? strategy. ? Brilliant offers a broad suite of corporate gifting and branded merchandise solutions, powered by its proprietary, industry-leading technology platform, and a global fulfillment infrastructure providing worldwide reach to its customers. ? On the announcement, Judson Samuels, Partner at Heritage, said, “We are big believers in the Brilliant team and are incredibly impressed by what they have built.?They have developed a fully integrated corporate gifting solution that stands out in the field of pure play tech companies and legacy promotional marketing firms. This differentiation has allowed them to drive customer satisfaction and take market share from their competitors. We see a tremendous opportunity to continue building on what they offer to both existing and new clients.” ? Read the full announcement on our website: https://lnkd.in/eqGcPr4s

Babson College was just named the No. 2 college in the Wall Street Journal’s “Best U.S. Colleges 2025”. As an Executive in Residence at Babson, I am immensely proud of contributing to such a prestigious institution's legacy of academic excellence. Being part of a community that shapes future leaders and innovators is both an honor and a testament to the dedication we bring to our students' success.

Material liquidity.?Greater control.?More incentive equity. The Private IPO?. An "apple" in a basket of "oranges"... See more here:?https://lnkd.in/gXxkk8yG

The traditional LBO is the right solution for many founder/owners.? ? But, for those that it isn't??Don't lose your deal. Provide them a different option.? ? More here:?https://lnkd.in/gXxkk8yG

We?developed the Private IPO???for founder/owners looking for something other than a traditional LBO.? ? And we love it when we have the chance to make our investment banker friends look good by offering something truly “innovative” and “creative.”? ? More information here:?https://lnkd.in/gXxkk8yG

There’s something unique about allowing a founder/owner to keep control after recapping their business... ? While also providing them the chance to earn a significant second bite of the apple. ? “Long term greed” is good, and many founder/owners prefer this approach to relinquishing control and becoming an employee of a PE group. ? If you know one of these entrepreneurs… ? Feel free to share:?https://lnkd.in/gXxkk8yG