FINANCIAL ADVISORY

Heritage Financial Advisors takes a personalized approach to each transaction within a highly confidential process. Heritage partners work closely with their clients to understand their long-term objectives, corporate culture, and specific needs. This allows us to provide personalized and strategic advice at every stage, allowing our clients to feel confident that they are being guided by experts at all times.
Heritage has built a strong reputation in the market. If you are considering an M&A transaction, Heritage is a valuable option to help you achieve your long-term objectives and ensure your transaction is a success.
Heritage belongs to Red Pacífico, a financial advisory team operating in the region, from Chile to Mexico, based on a common thread: successfully closing transactions in the mid-market M&A world.
Our passion is helping you understand and explain the business your company is in, its purpose, its capabilities, and the possibility of accessing new markets to boost its growth, internationalization, or profitability.

Our Focus: The Heart of the Middle Market​

At Heritage Investment Banking, our experience and methodology are focused on serving a specific and dynamic segment of the economy: middle-market companies. These are companies that have reached a significant operating scale, have a proven business model, and are at a strategic inflection point, ready for exponential growth, a sale, or a generational transition.

Why do we specialize in transactions of this scale?

A financial transaction, whether a merger, acquisition, or financing round, is a highly complex process that demands exceptional rigor. Our commitment is to maximize value for our clients, and this is achieved through:
 

1. Deep and Exhaustive Analysis: The level of financial, legal, and operational detail we apply to value a company and prepare it for a transaction is immense. This process requires a team of dedicated specialists for months, and its cost is virtually the same for a small transaction as it is for a medium-sized or large one.

2. Alignment of Interests and Efficiency: Our success model is based on generating a significant impact on the final value of the transaction. In smaller transactions, the fees and costs associated with top-tier investment banking services can represent a disproportionate percentage of the total amount, making the advice cost-inefficient for the client.

3. Access to Capital and Strategic Investors: Our network is comprised of private equity funds, family offices, and strategic investors seeking to deploy capital in opportunities above a certain threshold. We are not structured to connect with the seed capital ecosystem or angel investors who focus on earlier stages.

By focusing on the middle market, we ensure that each client receives the dedication, sophistication, and access to the global network that characterizes us. We don't just execute transactions; we build legacies.

By challenging the company's boundaries, we consider all options (e.g., organic and inorganic growth, financing, alliances) to accelerate growth or facilitate entry into new segments or countries.

Heritage's main investment banking services include:

• Mergers and Acquisitions

• Financing

• Expansion into Colombia

• Financial Liability Restructuring

• Strategic Consulting