Summer 2027
Junior Analyst Intern
Private Equity
Heritage Holding
11-50 employees
Private equity growth for founder-led companies
No salary listed
Boston, MA, USA
In Person
The internship requires on-site work in Boston five days per week; remote work is not acceptable.
 Finance & Banking (1) |
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- Must be a current undergraduate student interested in private equity, venture capital, and/or entrepreneurship.
- Must commit to working five days per week for ten weeks during Summer 2027.
- Must be willing to work on site; remote work is not acceptable.
- Strong work ethic and demonstrated desire to learn.
- Willingness to work in a fast-paced environment.
- Entrepreneurial and team-oriented approach.
- Excellent written and verbal communication skills.
- Contribute to deal sourcing, industry research, due diligence, and data management.
- Work with the investment team to frame investment theses and analyze specific companies.
- Assist throughout the investment due diligence process.
- Contribute to operational tasks and strategic initiatives.
Heritage Holding is a private equity firm that buys majority stakes in founder- and family-led U.S. businesses and grows them over the long term. It typically targets platform investments with enterprise values of $5–$100 million and raises capital from institutions and family offices. The firm differentiates itself through a hands-on, collaborative approach: it provides operational support, partners with existing management, and uses bolt-on acquisitions to scale. Unlike firms focused on short-term exits, Heritage Holding pursues patient, long-duration capital to build durable value rather than financial engineering. Its goal is to create sustainable growth and value by expanding profitable companies across sectors such as business services, healthcare, IT and industrial services, wealth management, and niche areas including MSPs, remote patient monitoring, commercial HVAC, power services, hydrovac, and RIAs managing $200–$750 million AUM.
Company Size
11-50
Company Stage
Early VC
Total Funding
$3.4M
Headquarters
Hartford, Connecticut
Founded
2015
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Simplify's Take
What believers are saying
- Airside Technology joined Heritage on July 9, 2026, expanding its industrial-services platform.
- Heritage's July 2026 acquisition adds a fourth HVAC brand and union field capacity.
- Fund I's committed capital gives Heritage dry powder for bolt-ons through 2027.
What critics are saying
- Lower middle market integration failures will destroy returns if Airside, HVAC, and engineering synergies stall.
- Heritage's platform strategy depends on continuous acquisitions; a 2026 slowdown compresses fees and momentum.
- If founder-owned sellers reject sponsor-owned rollups, Heritage's sourcing engine breaks by 2027.
What makes Heritage Holding unique
- Alex de Pfyffer and Ross Porter built Heritage from searcher roots into operators.
- The firm closed $220 million in 2024 and targets founder-owned lower middle market.
- Heritage has completed over 50 acquisitions across multiple platforms, including HVAC rollups.
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Benefits
Company Equity
Growth & Insights and Company News
6 month growth
↑ 2%1 year growth
↑ 2%2 year growth
↓ -2%/PRNewswire/ -- SDR Ventures is pleased to announce that Airside Technology Corporation ("Airside" or "the Company") has been acquired by Heritage Holdings....