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Heritage Group

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

31

Investments

Heritage Group investments
CompanyDateStageLead
GrubMarketFeb 2026Series HCo-investor
ArteraDec 2025Growth EquityCo-investor
Upward HealthJan 2025Series CLead
EquitiSep 2024Private EquityLead
Connections Health SolutionsOct 2023Series BCo-investor

Key People

Bryan Bui

Partner

David McClellan

Partner

Jesse Bland

Partner

Lauren Brueggen

Partner

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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