Invested in legacy

Heather Park Partners

Combining deep respect for your firm’s heritage with strategic insight to propel its future.
We’re the succession partner you’ve been looking for – caring, capable, committed.

about heather park partners

We believe that great businesses are built on strong relationships, steady leadership, and a commitment to people and community.I grew up in a small town where my parents built a business by putting customers first and treating every employee with care. Watching them showed me how a business can create lasting impact. Those early lessons shaped my values.Across 15 years of professional experience, I have advised mid-market companies on growth strategy, professionalized organizations for their next stage of growth, and led a $15M EBITDA business unit with full P&L ownership. These experiences have prepared me to step in on day one, working closely with teams to honor a company’s culture while building for the future.I founded Heather Park Partners to acquire and operate one exceptional business for the long term. Backed by committed personal capital and a trusted network of experienced investors and advisors, we are positioned to move efficiently through diligence and closing while bringing long-term stability and support to the businesses we acquire.We are excited to continue the legacy of a great business and help it thrive in its next chapter.

Our approach

At Heather Park Partners, we believe great businesses are built on relationships, not transactions.As we get to know business owners in our target markets, we seek to understand each owner's story, their team, and their hopes for the future. We approach every conversation with an open mind and a steady hand, welcoming confidential conversations whether a transition is near or still taking shape.When the time comes to acquire a company, our goal is to preserve what made it special - its people, its culture, and its reputation - while helping it grow thoughtfully for the next chapter.We take a long-term view of business ownership, grounded in stability, stewardship, and sustainable progress. Our commitment is to work closely with owners, employees, and customers to ensure a smooth transition and a strong future.We focus on:Respecting legacy: honoring the hard work that built the business.Empowering teams: investing in people, not replacing them.Sustainable growth: building for resilience, not just short-term gains.Clear communication: being transparent, reliable partners throughout the process.

investment criteria

Company Attributes
EBITDA: $500,000 to $2 million; preference for 20%+ EBITDA marginsBusiness Model: Recurring or re-occurring revenue, strong customer retention, essential servicesOwnership: Founder- or family-owned preferredIndustry Focus
Services: B2B services, niche consumer services, education and workforce development services, compliance-oriented servicesCharacteristics: Low customer concentration, high switching costs, durable demand driversExclusions: Highly cyclical industries, heavy manufacturing, venture-backed technology, or businesses heavily dependent on government reimbursementGeographic Focus
Primary Markets: Washington D.C., Maryland, VirginiaSecondary Markets: North Carolina, Delaware, Pennsylvania, MassachusettsTransition
Seller Involvement: Willing to structure flexible transition periods to suit the seller's goalsEmployee Focus: Commitment to preserving and investing in the existing team