If you come across a great business, we'd love to hear about it
Our “friends & family” approach to finding great businesses goes back to our roots – the first business that we bought was referred to Alex by a friend. Heritage Point loves referrals, and we continue to find that promising deals – and lasting relationships – are born out of personal introductions.
Historically, we received informal referrals and chose to pay finders fees. Our Deal Scout Program was created to extend this “shared success” philosophy to a larger group of collaborators -- individuals who can extend our vision by identifying promising businesses.
How it works
We enjoy getting to know our Deal Scouts and looking for great companies together. We also periodically engage with our Deal Scout Network when looking for operators and industry experts.
Submit a Deal
Know a great business? Share it!
Have a deal for us? Generally, receiving a Referral Fee requires that:
1. The company is a business that Heritage Point hasn’t previously been presented with and is new to our database of companies
2. At least one of the following:
You know the company owner and she/he is interested in selling in the next 2-3 years
You don't know the owner but believe the business may be a good candidate for a sale (please reference our Investment Criteria)
You have an industry-related / thematic idea and a list of specific targets (ideally high-growth businesses with recurring revenue)
For additional information and more specifics on requirements to receive a Referral Fee, please Join Us as a Deal Scout and review our handbook.
To get started, please send us your idea below. Alternatively, you may email us at firstname.lastname@example.org