2021 Year in Review

As we enter into the new year, we wanted to take a moment to reflect on 2021.

We are grateful for the enduring relationships we have with our clients, colleagues, and counterparties. Last year, we worked more closely together than ever to advise our clients and complete deals in an M&A market that continued to be impacted by the pandemic.

Our firm expanded last year with the addition of two principals and our entire team is building on the momentum we generated in 2021. The following is a selection of some of our noteworthy transactions, insightful industry reports, and informative webinars.

We are deeply honored by the trust that you have placed in Heritage and look forward to continued collaboration this year.


Click Here - Year In Review 

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