• Heritage Holding
    a private investment firm

Investment Philosophy

Heritage Holding offers business owners a perfect succession opportunity: we can close deals quickly and efficiently with a fair valuation for your business. We create a smooth transition to new ownership with a promise to nurture and sustain your legacy. Our mandate from investors is to own, operate and grow businesses with a history of strong profitability and future growth potential. We're not interested in financial engineering or quick turnaround profits; instead we are concerned with setting businesses on the right path for continued success.

We believe strongly in:
  • Sustaining the legacy of your business
  • Helping employees reach their full potential
  • Improving operational efficiency through innovation
  • Global potential of small businesses through sustainable growth

Investment Criteria

Meet the Founders

  • Alex de Pfyffer Founder

    Prior to Heritage Holding, Alex covered industrials as an analyst for Barclays’ investment bank and then moved on to become an account manager covering global institutional clients. Alex also has experience working at investment management firms in New York, Hong Kong and Switzerland. He has a strong track record leading teams and is extremely passionate about reorganizing companies to maximize profitability and future growth.

    Alex holds an MBA with honors from Harvard Business School and a BS in international affairs from Georgetown University's School of Foreign Service.

  • Ross Porter Founder

    Ross has many years of entrepreneurial experience starting, running, and exiting small businesses. Ross started his career optimizing operations at several high-tech manufacturing companies in Silicon Valley, including a thin-film solar manufacturer and electric vehicle startup. He most recently founded Embrace Hearing, a hearing aid distribution company making hearing aids more affordable and accessible.

    Ross holds an MBA from Harvard Business School. He also has a BS and MS in mechanical engineering from Stanford University where he also played on the varsity socccer team.

Meet the Team

  • Zach Golub Senior Associate

    Zach is an Associate at Heritage Holding, bringing a passion for financial analysis and a strong background in academic financial research. Forbes named Zach an Under 30 Scholar, and he has presented his financial research on the venture capital industry at industry conferences. Zach found his passion for finance while studying Business Management with a concentration in Finance at University of Massachusetts Boston Honors College.

Contact Us

Get in touch

If you are a business owner or intermediary with a company that fits our investment criteria, or just want to talk, fill out the form on the left or email us directly at the addresses below.