About us

The vision of Heritage Capital Partners is to build a platform of owner managed businesses that are pillars of job creation, transformation and skills development.

The business was founded out of need for a change in the economic growth narrative of South Africa from three fronts:

  • An explicit focus on investing for growth and expansion as opposed to pure acquisitions
  • Creating superior long term returns for our investors, as well as lasting value for a broader and more representative stakeholder base through our choice of economic sectors of focus
  • Providing a unique solution for a holistic approach to BEE in its portfolio companies

We strongly believe that we achieve the highest return for all our partners, and the best socio – economic return for the communities in which we invest, by purposefully considering the social and environmental context of our investments.




Investment Philosophy

Guided by a philosophy of discipline, simplicity and transparency, Heritage Capital’s investment principles are aligned with the objectives of our investors and seek to:

  • Generate superior investor returns
  • Support the small and mid-cap sectors in Sub-Saharan Africa with growth capital
  • Create employment
  • Champion and promote BBBEE in underlying portfolio companies in South Africa
  • Demonstrate a commitment to responsible investing through environmental, social and governance principles

Heritage Capital invests in companies that are expected to have one or more of the following main criteria:

  • Positive free cash generation with high return on invested capital demonstrated over a period of time
  • Strong growth potential
  • Capable and passionate management teams
  • High barriers to entry with well established brands