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Heritage Approach

HERITAGE M&A RESEARCH INSTITUTE

An approach rooted in our commitment to efficiency and innovation.

Heritage M&A Research Institute is the premier European group specialized in the facilitation of M&A and business transfers operating on a pure success fee basis, delivering market-leading results enhanced by AI and other technological tools aimed at process optimization.

Heritage Team

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— Why Choose Heritage

We have crafted our services to best fit the needs...

Serving businesses of all sizes and industries seeking to engage in M&A transactions with a particular focus on established SMEs and Family-owned businesses which do not have a satisfactory succession plans in place.

We make sure both sellers and buyers find the ideal target for their M&A purposes and future synergies

We enable M&A with little impact on employees and business partners

We distinguish ourselves by offering a completely success-based fee system, where both retainer fees and interim fees are non-existent for transferor companies. We get our remuneration only upon the conclusion of the M&A agreement.

We take pride in our transparent fee structure, which only becomes applicable once an M&A contract is successfully concluded. The absence of retainer fees and interim fees underscores our dedication to streamlining operational processes.

We meticulously analyze historical M&A data from our extensive database, while continuously building a list of potential buyers. This data-driven approach allows us to pinpoint companies with a high probability of a successful match and likelihood of speedy deal closure.

HERITAGE M&A RESEARCH INSTITUTE

Your heritage is in good hands.
This is why.

We forge lasting partnerships with our clients, moving beyond traditional agency roles to become integral collaborators. Our commitment to innovation and efficiency ensures seamless business transitions, enhanced by cutting-edge AI and technology.

The process

Clear

Transparent and Favourable Pricing

Adopting a pricing system with only success fees & Provision of complementary services.

Fast

Shorter time to M&A Completion

End-to-end support by expert team & Streamlined operations

Efficient

Improved Closing Success Rate

Industry-leading (AI) matching capability & Efficient process management system

— Partners

Heriatege Partners - ACCOUNTANTS
Heriatege Partners - CONSULTANTS
Heriatege Partners - ENTREPRENEURS
Heriatege Partners - FAMILY OFFICES
Heriatege Partners - LAWYERS
Heriatege Partners - PRIVATE BANKS
Heriatege Partners - PUBLIC ENTITIES
Heriatege Partners - TAX ADVISORS
Heriatege Partners - WEALTH MANAGERS
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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