The Heritage Group

Since 1930, The Heritage Group has managed a diverse set of companies involved in highway construction and materials, environmental services, energy sales and marketing, and chemical refining. This vast experience allows for the diversity of a large conglomerate while maintaining the personal service of a smaller, customer focused, organization. The Heritage Group is a growth-oriented company, both domestically and internationally, with operations in North America, Europe, and Asia and a client network that spans the globe. A long-term financial approach, combined with a conservative investment philosophy and a commitment to sustainability, has placed The Heritage Group on a solid foundation to pursue growth opportunities as they occur. • Mission: The Heritage Group turns big challenges into even bigger opportunities. • Who we are: We’re a family of relationship-builders, problem-solvers and opportunity-seekers who aim to make a difference in the world • What we do: We have the unique ability to combine diverse assets and capabilities in inventive ways to solve tough problems • How we serve: We’re always asking “What can we do better and different?” and “What aren’t we doing that we should be doing?”

Chad Peterson

Vice President for Strategy, M&A

Micah Vincent

Vice President, Strategy + M&A

1 past transactions

ClimeCo

Private Equity Round in 2022
ClimeCo specializes in the management and development of environmental commodities aimed at reducing greenhouse gas emissions and mitigating climate change. The company focuses on implementing low-carbon solutions and renewable energy projects both in the U.S. and globally. ClimeCo manages a diverse portfolio that includes carbon offsets, plastic credits, renewable energy credits, forecasted mitigation units, and various environmental credits related to air quality and water quality. By leveraging its expertise in commodity markets alongside engineering and environmental assessment, ClimeCo assists clients in maximizing their environmental assets while minimizing regulatory costs, ultimately enhancing their sustainability impact.
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