Heritage Group
Overview
Heritage Group is a private equity firm founded in 1986 that makes control and minority equity investments exclusively in the healthcare industry.
Investments
| Company | Date | Stage | Lead |
|---|---|---|---|
| GrubMarket | Feb 2026 | Series H | Co-investor |
| Sharecare, Inc. | Sep 2013 | Strategic | Lead |
| medical solutions | Sep 2015 | Recap | Lead |
| Monogram Health | Dec 2022 | Series C | Lead |
| Arqitech | Sep 2021 | SPAC | Co-investor |
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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.
FAQ
Where is Heritage Group based?
Heritage Group is headquartered in Nashville, Tennessee, United States.
When was Heritage Group founded?
Heritage Group was founded in 1986.
How many portfolio companies does Heritage Group have?
Heritage Group has 31 portfolio companies in Caplight's dataset.
What are some companies in Heritage Group's portfolio?
Portfolio companies visible on Caplight include GrubMarket, Sharecare, Inc., medical solutions, Monogram Health, Arqitech.
What was Heritage Group's most recent investment shown here?
Heritage Group's most recent investment in this portfolio sample was in GrubMarket in 2026.
What sectors does Heritage Group focus on?
Heritage Group focuses on Healthcare & Life Sciences, Healthcare & Life Sciences, Healthcare & Life Sciences, Healthcare & Life Sciences, Healthcare & Life Sciences, Healthcare & Life Sciences, Healthcare & Life Sciences, Healthcare & Life Sciences, Healthcare & Life Sciences, Healthcare & Life Sciences, Healthcare & Life Sciences, Healthcare & Life Sciences, Crypto & Web3, Healthcare & Life Sciences, Healthcare & Life Sciences, Healthcare & Life Sciences, Healthcare & Life Sciences, Healthcare & Life Sciences, FinTech, Healthcare & Life Sciences, Media, Entertainment & Gaming, Enterprise Software, AI, Data & Cloud Infrastructure, Healthcare & Life Sciences, Healthcare & Life Sciences, Healthcare & Life Sciences, AI, Data & Cloud Infrastructure, Healthcare & Life Sciences, Healthcare & Life Sciences, Healthcare & Life Sciences, Enterprise Software, Consumer & Commerce, AI, Data & Cloud Infrastructure, Enterprise Software, Cybersecurity, Enterprise Software, Enterprise Software, Enterprise Software, Enterprise Software, Crypto & Web3, AI, Data & Cloud Infrastructure, Enterprise Software, Enterprise Software, Enterprise Software, Enterprise Software, AI, Data & Cloud Infrastructure, Enterprise Software, Enterprise Software, Enterprise Software, FinTech, Enterprise Software, Enterprise Software, Enterprise Software.
What company stages does Heritage Group focus on?
Heritage Group typically invests at the MultiStage stage.
What is Heritage Group's AUM?
Heritage Group's assets under management are estimated between $1.0B and $1.0B.