{"source":"Breaknorm","page":"https://breaknorm.co/company/heritage-holding.com","license":"https://breaknorm.co/terms","domain":"heritage-holding.com","name":"Heritage Holding","legal_name":"Maicom Electrical Corp","country":"US","country_second":"CA","city":"Boston","admin1":"Massachusetts","vertical":"business_finance_services","subvertical":"holding_and_investment_companies","leaf":"private_equity_firms","summary":"Heritage Holding is a small business investment firm that partners with founders to build and scale companies across multiple industries. It provides portfolio support including acquisitions, ERP implementations, deal sourcing, and customer acquisition, serving Fortune 1000 customers and regional companies. Its focus sectors include commercial HVAC, data centers, internet service providers, and wealth management.","offerings":["fractional cfo services","remote patient monitoring support","wealth management support"],"target_customers":["regional companies","fortune 1000 customers","rias"],"business_model":["B2B"],"geo_scope":"international","headcount":"2-10","headcount_source":"linkedin","revenue":"500K-2M","revenue_source":"estimated","certifications":[],"langs":["en"],"linkedin":"https://www.linkedin.com/company/heritage-holding-llc","reviews":[],"contact_points":1,"contact_phones":0,"page_types":["privacy","team","home","contact","references","services"],"crawled":"2026-08-19","profiled":"2026-08-19","indexed":"2026-09-19","hiring_built":"2026-10-27","website_tech":["hubspot","google_workspace","kit","microsoft_365"],"hiring":{"open":10,"open_postings":11,"new_7d":0,"new_30d":5,"new_90d":8,"closed_30d":0,"countries":["US"]},"hiring_functions":[["finance_and_accounting",3,2],["product_program_and_project_management",2,2],["business_development_and_strategy",1,0],["general_management_and_consulting",1,0],["human_resources",1,0],["sales",1,1]],"tech_jobs":[{"slug":"hubspot","status":"active","confidence":"high","jobs":2,"first_seen":"2026-09-29","function":"product_program_and_project_management","quote":"• Stand up and maintain the foundational GTM systems required to support those methodologies, generally using HubSpot as the system of record.","title":"GTM Operations Lead"},{"slug":"quickbooks","status":"active","confidence":"medium","jobs":3,"first_seen":"2026-09-30","function":"product_program_and_project_management","quote":"• Excellent proficiency in Microsoft Office suite and QuickBooks ); experience with ERP systems (Sage, Netsuite, and others) is a plus.","title":"Financial Controller - Heritage Fencing"},{"slug":"sage","status":"active","confidence":"medium","jobs":3,"first_seen":"2026-09-30","function":"product_program_and_project_management","quote":"• Hands-on experience with common mid-market ERP and accounting platforms — NetSuite, Sage, QuickBooks, and similar systems.","title":"ERP Implementation Leader"},{"slug":"microsoft-office","status":"active","confidence":"medium","jobs":2,"first_seen":"2026-09-30","function":"finance_and_accounting","quote":"• Excellent proficiency in Microsoft Office suite and QuickBooks ); experience with ERP systems (Sage, Netsuite, and others) is a plus.","title":"Financial Controller - Heritage Fencing"},{"slug":"oracle-netsuite","status":"active","confidence":"medium","jobs":2,"first_seen":"2026-09-30","function":"product_program_and_project_management","quote":"• Hands-on experience with common mid-market ERP and accounting platforms — NetSuite, Sage, QuickBooks, and similar systems.","title":"ERP Implementation Leader"},{"slug":"clay","status":"active","confidence":"medium","jobs":1,"first_seen":"2026-09-29","function":"sales","quote":"• Strong working knowledge of modern GTM tooling such as Clay, Zapier, Make, Dripify/HeyReach, enrichment providers, call-tracking platforms, and related sales and marketing infrastructure.","title":"GTM Operations Lead"},{"slug":"google-workspace","status":"active","confidence":"medium","jobs":1,"first_seen":"2026-09-30","function":"product_program_and_project_management","quote":"• Proficiency with Microsoft Office, Google Workspace, project tracking tools, CRM systems, or related business software","title":"Implementation / Integration Specialist"},{"slug":"heyreach","status":"active","confidence":"medium","jobs":1,"first_seen":"2026-09-29","function":"sales","quote":"• Strong working knowledge of modern GTM tooling such as Clay, Zapier, Make, Dripify/HeyReach, enrichment providers, call-tracking platforms, and related sales and marketing infrastructure.","title":"GTM Operations Lead"},{"slug":"json","status":"active","confidence":"medium","jobs":1,"first_seen":"2026-09-29","function":"sales","quote":"• Working knowledge of APIs, webhooks, JSON, and data integrations.","title":"GTM Operations Lead"},{"slug":"make","status":"active","confidence":"medium","jobs":1,"first_seen":"2026-09-29","function":"","quote":"• Strong working knowledge of modern GTM tooling such as Clay, Zapier, Make, Dripify/HeyReach, enrichment providers, call-tracking platforms, and related sales and marketing infrastructure.","title":"GTM Operations Lead"},{"slug":"zapier","status":"active","confidence":"medium","jobs":1,"first_seen":"2026-09-29","function":"","quote":"• Strong working knowledge of modern GTM tooling such as Clay, Zapier, Make, Dripify/HeyReach, enrichment providers, call-tracking platforms, and related sales and marketing infrastructure.","title":"GTM Operations Lead"},{"slug":"microsoft-excel","status":"active","confidence":"medium","jobs":3,"first_seen":"2026-06-04","function":"finance_and_accounting","quote":"• Strong financial modeling and Excel skills; comfort building and maintaining models from scratch.","title":"FP&A Associate"},{"slug":"buildops","status":"active","confidence":"low","jobs":1,"first_seen":"2026-09-30","function":"","quote":"• Experience with HubSpot, ServiceTitan, BuildOps, Sage, QuickBooks, or similar systems","title":"Implementation / Integration Specialist"},{"slug":"python","status":"active","confidence":"low","jobs":1,"first_seen":"2026-09-29","function":"","quote":"Experience with SQL, Python, or similar tools is strongly preferred.","title":"GTM Operations Lead"}],"intents":[],"recent_postings":[{"id":117288,"title":"Investment Associate","city":"Boston","function":"finance_and_accounting","family":"finance_and_accounting/investment_and_capital_markets","seniority":"mid","posted":"2026-10-15","url":"https://jobs.ashbyhq.com/heritage-holding/3faa9a3d-566e-4962-9ee9-4d5aad4eb5e3","tech":[]},{"id":117293,"title":"Financial Controller - 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Engineering","city":"Boston","function":"human_resources","family":"human_resources/recruiting_and_talent_acquisition","seniority":"entry","posted":"2026-08-03","url":"https://jobs.ashbyhq.com/heritage-holding/34961d11-447b-4f24-8f84-f987f5471c57","tech":[]}],"ats":"Ashby","similar":[{"domain":"makholding.com","name":"MAK Holding","country":"AE","city":null,"headcount":"201-500","leaf":"family_holdings","summary":"MAK Holding is an investment holding company that allocates capital across financial services, technology, real estate, and strategic opportunities for retail, ."},{"domain":"tpmeh.com","name":"TPM Enterprises Holdings","country":"TH","city":"Songkhla","headcount":"51-200","leaf":"family_holdings","summary":"TPM Enterprises Holdings is a diversified business group that provides integrated solutions for businesses across multiple industries."},{"domain":"lifeandlearning.eu","name":"lifeandlearning.eu","country":"US","city":"Székesfehérvár","headcount":"51-200","leaf":"bpo_and_call_centre_services","summary":"The company is a business process outsourcing provider in Hungary that delivers shared services for finance, analytics, CRM, multilingual back-office, and data ."},{"domain":"hzhrspa.com","name":"hzhrspa.com","country":"CN","city":null,"headcount":"51-200","leaf":"hr_outsourcing_and_consulting","summary":"The company is a human resources service aggregator that lists and connects member providers across the HR industry for businesses."},{"domain":"focuspartners.com","name":"Focus Partners","country":"US","city":null,"headcount":"201-500","leaf":"wealth_management_general","summary":"Focus Partners is a financial advisory firm that provides wealth management, investment planning, and family office services for individuals and institutions."},{"domain":"uibt.com","name":"United Holdings","country":"NL","city":"Amsterdam","headcount":"51-200","leaf":"wealth_management_general","summary":"United Holdings is a service provider that offers tailored legal and financial solutions for entrepreneurs, creative professionals, wealthy individuals, compani."}],"similar_scored":600,"customers":null,"as_of":"2026-10-30","updated_at":"2026-10-30","hash":"b2ba9249ff3efa0e","index_tier":3}