DFX Intelligence
Heritage Holding and Heritage MEP
Platform acquisition deal
Industrial services.
No date on record · this record
- Announced
- Aug 3, 2026
- Firms on the deal team
- 1
- Capital providers
- 1
No date on record · this record
The buyer on this deal is not served as an independent sponsor (a strategic acquirer, or a lender recorded as the buyer). The deal team is shown, and it is not counted in any firm's independent sponsor deals.
Independent sponsor
Heritage Holding · Heritage MEP
No principal is named in the announcement.
Debt
- Abacus Finance Group, LLC · LenderTim Clifford, Sean McKeever
The announcement
Abacus Finance Group, LLC ... today announced that it served as Senior Secured Credit Facilities Administrative Agent and Lead Arranger in a $148,000,000 senior debt financing to support Heritage MEP's M&A strategy. (buyer: Heritage Holding)
DFX analyst research (General-assisted, every claim URL-cited) abacusfinance.com
Deal teamHow a firm is placed on a dealA firm is on this deal when the announcement, a filing, or the firm's own deal page names it in the role. Medium confidence (a biography naming the deal, or a side read from the sentence) is labelled; anything weaker is not shown.
Lender counsel
- Goulston & Storrs, PC · Lender counsel for Abacus Finance Group, LLCMedium confidence