Approach

People-first growth equity for healthcare

 

 

Blue Heron provides much more than capital. At the core of our strategy, we believe people and experience make a difference when building companies. Therefore, we only invest in companies where we have deep, relevant experience and play an active role in growing the business.

The Blue Heron community is a robust network of seasoned professionals and entrepreneurs who have successfully grown businesses. From sales and marketing to technology and human capital, Blue Heron Capital allows our portfolio management teams to tap into diverse experiences, leadership, insights, and a deep network to build great companies.

Blue Heron invests in small-cap growth stage healthcare and tech-enabled business services companies led by strong management teams.

Industry Focus


Healthcare

Technology-based and services businesses, with an emphasis on addressing cost containment or supporting aging in place.

Healthcare

Tech-Enabled Business Services

Select service providers with a unique and value-added service offering, deep customer relationships, high switching costs, and a scalable business platform.

Tech Enabled

Investment Criteria


Company Parameters
Transaction Types
  • Growth equity and recapitalizations
  • Minority or majority positions.
Geographic Preference
  • US Focus
Company Attributes
  • $3-20 million in revenue
  • High growth
  • Strong and enduring growth margins
  • Capital efficient
  • Highly scalable model
  • Experienced management team open to active investors