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  • Heritage M&A Research
    Institute

    Where Legacy Meets Opportunity.

  • Zero Fees until Success

    Offering an entirely result-based remuneration scheme.

  • Driven by Efficiency

    Dedicating ourselves to provide a seamless and swift result-driven service.

  • Enhanced by AI

    Providing a deep knowledge of the M&A mechanisms combined with cutting-edge technology and AI for enhance completion rate and speed of execution.

Heritage Vision
Heritage Zero Fees
Heritage Expertise
Heritage AI
  • Heritage M&A Research
    Institute

    Where Legacy Meets Opportunity.

  • Zero Fees until Success

    Offering an entirely result-based remuneration scheme.

  • Driven by Efficiency

    Dedicating ourselves to provide a seamless and swift result-driven service.

  • Enhanced by AI

    Providing a deep knowledge of the M&A mechanisms combined with cutting-edge technology and AI for enhance completion rate and speed of execution.

Heritage Vision
Heritage Zero Fees
Heritage Expertise
Heritage AI
HERITAGE M&A RESEARCH INSTITUTE

So, how we do it. The Heritage process.

We have optimized all our processes and flows in order to provide our client with a seamless experience aimed at shortening the time for M&A completion and simplifying the operational flows, always with a result driven approach.

The process

Sourcing

Identifying the Opportunities.

Fast, Efficient and Targeted sourcing of counterparts in M&A transactions.

Matching

Connecting with the Ideal Target.

Offering a suite of technology driven M&A intermediation services, specializing in connecting business buyers to sellers, streamlining the technical steps of M&A transactions and ensuring a smooth transition of businesses.

Execution

Efficient Negotiation & Closure.

End-to-end support in the transaction (valuation, business & technical documentation, interview preps…).

The Heritage Model

Heritage Blog image no. 1

ZERO FEES
UNTIL SUCCESS

HERITAGE M&A RESEARCH INSTITUTE

Fully Success Fee-Based model

We work for free until the closure of the deal, being committed to transparency and efficiency.

We start to work and prove our value right away, trusting we can bring the desired results.

Reach out for a Free Valuation

While we enjoy the journey with you, the success we promise is the result, not the process.

Contact us for a Free Consultation

Result-driven, with predictable costs. Our payoff is aligned with yours.

See our Fee Structure

our promise

The Heritage Promise

Whichever way the request comes from, the Heritage outcome is always the same. We are committed to excellence, ensuring seamless transactions and strategic growth opportunities. Our dedicated team tailors bespoke M&A solutions, empowering your business to achieve its full potential and thrive in a competitive marketplace.

Our approach is centered around achieving tangible outcomes, ensuring our clients' objectives are met with precision and efficiency.

We provide comprehensive support at every stage of the process, offering guidance and expertise to address all aspects of our clients' needs.

Our remuneration structure is based solely on success, aligning our incentives with our clients’ goals and ensuring a mutually beneficial outcome.

At Heritage, we pride ourselves on being industry agnostic. Our expertise spans across diverse sectors, allowing us to provide tailored M&A solutions that meet the unique needs of businesses, regardless of their industry.

HERITAGE M&A RESEARCH INSTITUTE

We serve a growing clientele that seeks a trustworthy partner.

For people who want to be considered for who they are — not a transaction. People that share our entrepreneurial mindset, structured approach, and responsible values.

Latest insights from Heritage

Valuable knowledge about M&A, Business Succession, Family Businesses and related matters.

HERITAGE M&A RESEARCH INSTITUTE

ONBOARDING IN A
MATTER OF CLICKS

Join us effortlessly as a Seller, Buyer, or Partner and experience a seamless onboarding process. Our streamlined approach ensures you can get started easily, providing you with the support and resources needed for a successful journey.

Onboarding

SELLER

Onboarding

BUYER

Onboarding

PARTNER

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