Heritage Group

Heritage Group is a Nashville-based private equity firm specializing in healthcare services and technology investments. With over 35 years of experience, the firm manages more than $700 million in assets and seeks to make majority and minority investments in high-growth healthcare companies addressing challenges in the U.S. healthcare system. Its limited partners include leading healthcare organizations operating over 600 hospitals and insuring more than 45 million lives.

The firm's investment strategy focuses on solution-oriented, high-growth healthcare services and technology businesses. Heritage Group's portfolio spans several high-impact themes, including the shift to lower-cost sites of care, such as ambulatory infusion (TwelveStone) and home-based care (Upward Health); enabling value-based care through companies like Curana Health and Wellvana; supporting health systems through outsourced clinical services (Equum, a leader in teleICU and telenursing, and Shearwater Health, a clinical process outsourcer); and expanding access to care via platforms such as MDLIVE and Connections Health Solutions.

Heritage Group's deep strategic engagement model ensures that their health system and payer limited partners add value throughout the investment lifecycle—from sourcing and diligence to portfolio company growth and commercialization. This strategic investment approach provides proprietary insights and real-time market intelligence, enabling Heritage to take a thematic approach to investing by targeting segments of the healthcare industry positioned for meaningful and sustained growth.