New Heritage Capital

Momentum Advisors
Watchour read17people we can reach15companies they own0things that happened this year0emails sent0replies0meetings booked

Who they are

Head officeBOSTON, MA, 02199 · MA

Websitehttps://newheritagecapital.com/

How they investgrowth equity

How they create valuetheir own filings do not say in words we could read

Companies they own

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companysitesectorcurrent or past
Accounting, finance & IT staffingnot stated
Air medical transport servicesnot stated
Completions, refurb & MRO for aerospacenot stated
Corporate food service providernot stated
Corporate gifting solutionsnot stated
Electrical components distributornot stated
Flow control product distribution and servicesnot stated
Food ingredients & flavorings manufacturernot stated
Healthcare, IT & professional services staffingnot stated
Inter-facilty ambulance transportnot stated
Machined & molded products manufacturernot stated
Machined aerospace components manufacturernot stated
Nutraceutical products manufacturernot stated
Outsourced finance solutions for multi-site retailersnot stated
Residential and outpatient mental health servicesnot stated

Fit

Watch
how they fit
strong
Fit with the thesis
some
Someone senior to write to
none yet
A reason to write now
none yet
Evidence of the need

Confirmed PE sponsor in the secondary regulatory assets under management band; site-read fund-type evidence supports primary-segment fit,. No current timing signal or need evidence was supplied.

Strong fit · Fit · Watch is our reading of four things: whether the firm matches the thesis, whether there is someone senior to write to, whether anything has happened recently that gives a reason to write, and whether there is evidence they need this. A firm on Watch is not a no; it is one where only the first of the four is true today.

People

17
people we can reach
0
addresses checked

Roles, never names — a person's name and address stay in the outreach system and never appear on a page.

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roleteamseniorityaddresschecked
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Activity

0
things that happened this year

nothing public in the last year that we could attach to this firm — we watch the news and SEC fund filings, and this fills as they make moves

The sequence

3
steps in the sequence
0
sent

A reply at any point stops every step still to come — nobody who answers is written to again by the sequence.

  1. 1

    Introduction · day 1

    one email to the senior team, written for this firm

    not written yet

  2. 2

    Check-in · 7 days after the introduction

    one line in the same thread, only if there has been no reply

    not written yet

  3. 3

    Last note · 16 days after the introduction

    one line in the same thread, only if there has been no reply

    not written yet

You see that each step went out and when. Whether the words of each email appear here too is your call.

Replies

What each reply meant. The words of a reply stay in the mailbox and are never copied into this system.

no reply from this firm yet

Before it goes

evaluated at send; nothing has gone yet

Before any email leaves, six things are checked and written against that email: where the firm is, whether they are a business contact, why we are allowed to write, whether they are on a do-not-contact list, and that the unsubscribe line and postal address are in the message. A message cannot reach the send step without that record.