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Heritage-group-1

Heritage Group

Nashville, Tennesseeheritagegroupusa.com

Overview

Heritage Group is a private equity firm founded in 1986 that makes control and minority equity investments exclusively in the healthcare industry.

Year Founded

1986

AUM

$1B

Portfolio Companies

22

Website

heritagegroupusa.com

Investments

Company	Date	Stage	Lead
GrubMarket	Feb 2026	Series H	Co-investor
Artera	Dec 2025	Growth Equity	Co-investor
Upward Health	Jan 2025	Series C	Lead
Connections Health Solutions	Oct 2023	Series B	Co-investor
Wellvana	Mar 2023	Series B	Lead

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Key People

Bryan Bui

Partner

David McClellan

Partner

Jesse Bland

Partner

Lauren Brueggen

Partner

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Sector & Stage Mix

Industry, funding stage, and valuation band breakdowns.

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SeedSeries ASeries BGrowth

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Investment Activity

Yearly cadence, pace, and funding raised over time.

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2021

2022

2023

2024

2025

2026

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FAQ

Firmographic Details

HeadquartersNashville, Tennessee

Year Founded1986

AUM$1B

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