Blue Heron Capital represents an exclusive group of high-net-worth investors who seek to fund great companies. We believe in acting as committed partners to build value for companies and returns for our investors. Our firm brings strategic capital, industry expertise and a powerful network to support companies.
Blue Heron has established a robust portfolio of C-level executives and entrepreneurs who are industry experts in their fields. With this network, we are able to offer support and expertise in addition to operating capital. We work as a trusted partner of management by unlocking the talent of our investors to increase the long-term value of our portfolio companies.
We are committed partners who believe creating great companies is the best way to generate strong investor returns. Our process involves identifying a lead investor from within our network with specific industry knowledge and experience to represent our investor group on the board. Blue Heron and the lead investor work together post-closing to offer value to the entrepreneur and support their efforts to the grow the business.
Investment
Blue Heron Capital is not a traditional blind-pool fund. Every investor in our network has the ability to opt-in to each investment opportunity. Interested investors are then pooled into a BHC managed special-purpose investment vehicle. BHC and the single lead investor then work directly with the entrepreneur.
Investment Criteria:
| Investment Type |
Early Stage, Growth Capital, Acquisitions, Direct Investments and Secondary Sales |
| Geographic Focus |
Primarily Mid-Atlantic region, but will consider strong opportunities nationally and globally |
| Market Focus |
Lower Market
- Annual Revenues: < $30M
-
Annual EBITDA: Negative to $5M
|
| Company focus |
Serial entrepreneurs in the early stage or growth stage of a company, family-owned businesses and non-core assets of corporations |
| Target Equity Investment |
$2M - $10M |