What stage does Heritage Group invest at?

Heritage Group invests at the Seed, Series A, Series B, Series C, Growth, Late Stage stages.

What is Heritage Group's typical check size?

Heritage Group typically writes checks of $15M.

What sectors does Heritage Group focus on?

Heritage Group focuses on Digital Health, Healthtech.

Where is Heritage Group located?

Heritage Group is headquartered in Nashville, US.

Heritage Group

Venture capital

Nashville · Seed–Late Stage · 40 people tracked

Also known as Heritage Group Monogram Holdings · HG CAPITAL MANAGEMENT, LLC

★ Follow + Add to CRM ⤳ Find an introduction

Find your way into Heritage Group

1,464 people in our graph share verified history with the Heritage Group team — schools, employers, funds. One of them is your warm intro.

Luna Schmidunlockedknows Kevin Ryan · together at Morgan Stanley (overlapped)

×3knows the team · via Morgan Stanley

knows the team · via Stephens Inc.

knows the team · via Bank of America Merrill Lynch

knows the team · via The London School of Economics and Political Science (LSE)

×2knows the team · via Northwestern Mutual

✨ Fox Verdict

Investment thesis

Heritage Group invests in and partners with high-growth healthcare companies building solutions to healthcare's greatest challenges. Its differentiated model is anchored by strategic partnerships with leading healthcare organizations that participate actively across the investment process and add significant value to portfolio companies. Founded by healthcare entrepreneurs and operators, the firm draws on decades of experience building, financing, and partnering with leading healthcare businesses to serve as a trusted partner to management teams. It also collaborates with Meharry Medical College through the Meharry-Heritage Fellowship to advance health equity and support underrepresented entrepreneurs and minority-owned businesses.

Invests inDigital Health Healthtech Nashville United States

Source: firm website, verified Sep 15, 2026.

Stage

Seed–Late Stage

Check

$15M

Nashville, Tennessee, US

Instruments

Equity

Founded

1986

AUM

$1.2B

Team · 40 people

from the firm's website & curated & public directories

David McClellan· Co-Founder· Nashville, Tennessee, United Statesin

d•••@heritagegroupusa.comreveal

Rock Morphis· Co-Founder

r•••@heritagegroupusa.comreveal

Bryan Bui· Partner· Nashville, Tennessee, United Statesin

b•••@heritagegroupusa.comreveal

Jesse Bland· Partner· Nashville, Tennessee, United Statesin

j•••@heritagegroupusa.comreveal

Lauren Brueggen· Partner· Nashville Metropolitan Areain

l•••@heritagegroupusa.comreveal

André Deltenre· Partner· Brussels, Brussels Region, Belgiumin

a•••@sfpim-international.bereveal

Drew Harmata· Vice President

Ben Burnside· Vice President· Nashville, Tennessee, United Statesin

SKIP The input contains inconsistent names (Ben Burnside, Ossama, Dr. Hassanein), making it unreliable to construct a factual bio.

b•••@heritagegroupusa.comreveal

Kevin Ryan· Principal· Nashville Metropolitan Areain

k•••@heritagegroupusa.comreveal

Ryan E. Crane· Director of Operations· Houston, TXin

Alex Essig· Senior Associate· United Statesin

Bert Zimmerli· Advisory Board

Casey Santos· Advisory Board

Charlene Frizzera· Advisory Board (In Memoriam)

Derek Chao, MD· Advisory Board

Florence Chassaignac· Director of Operations· Nashville, Tennessee, United Statesin

Gabe Roberts· Advisory Board· Singaporein

Gabe Roberts serves on the Executive Advisory Board at Heritage Group and is the former CEO of a health care enterprise with $12 billion in annual revenue. He works with private and public companies through consulting engagements and board service, focusing on areas including managed care delivery systems, value-based payment arrangements, and health care policy. His earlier background includes work as a CPA, a Big 4 public company auditor, and a corporate attorney.

Ginger Riser· Staff Accountant

Greg Sheff· Advisory Board· Hamburg, Hamburg, Germanyin

Greg Sheff is a physician executive serving as Strategic Advisor at Heritage Group. He has held leadership and governance roles in private equity-backed companies, with operational experience across payer, home-based care, physician group, and health system settings.

Jerry Knutson· Advisory Board

Joe Sowell· Advisory Board

Jonathan Low· Meharry-Heritage Fellow

Kelsey Lantrip· Executive Coordinator

Ken Melkus· Advisory Board

Liz Fowler· Advisory Board

Logan Othmer· Associate· Oxford, England, United Kingdomin

Logan Othmer is an Associate at Heritage Group, where he works on initiatives supporting the firm's M&A goals. He previously served as captain of a Division 1 Men's Golf team.

Mona Siddiqui· Advisory Board

Ryan Mooney· Advisory Board

Shanice Cheatham· Meharry-Heritage Fellow

Steve Blumenfield· Advisory Board

Taneisha Gillyard Cheairs, Ph.D.· Meharry-Heritage Fellow

Tim Hingtgen· Advisory Board

Travis Messina· Advisory Board

James M Long· Director· New York, New York, United Statesin

Franklin Garstin· Senior Associate· Nashville, Tennessee, United Statesin

f•••@heritagegroupusa.comreveal

Graham Hunter· Partner

g•••@heritagegroupusa.comreveal

Jason Young· CFO & CCO· Nashville, Tennessee, United Statesin

j•••@heritagegroupusa.comreveal

Kathleen McGarvey· Associatein

Kathleen McGarvey is an Associate at Heritage Group, where she works on initiatives supporting the firm's M&A goals. She previously served as captain of a Division 1 Men's Golf team.

Robert F. Dilg· Chief Financial Officer & Chief Compliance Officer· Edmond, Oklahoma, United Statesin

r•••@metafund.orgreveal

Stephen Diggle· Executive Advisory Board· Oxford, England, United Kingdomin

Stephen Diggle serves on the Executive Advisory Board at Heritage Group and previously held the role of CEO at a health care enterprise with $12 billion in annual revenue. His background includes work as a CPA, a public company auditor at a Big 4 firm, and a corporate attorney. He focuses on managed care delivery systems, value-based payment arrangements, and health care policy through consulting engagements and board service.

Frequently asked questions

What stage does Heritage Group invest at?: Heritage Group invests at the Seed, Series A, Series B, Series C, Growth, Late Stage stages.
What is Heritage Group's typical check size?: Heritage Group typically writes checks of $15M.
What sectors does Heritage Group focus on?: Heritage Group focuses on Digital Health, Healthtech.
Where is Heritage Group located?: Heritage Group is headquartered in Nashville, US.

Similar investors

Amadeus Capital Partners

Amadeus Capital Partners is a technology investment firm that backs founders building complex, science-led and deep tech businesses, supporting them over the long term as they scale internationally.

$50K – $12.7M

Capricorn Venture Partners

Capricorn Partners is a Belgium-based, partner-owned independent management company for alternative investment funds, investing in innovative companies across digital, health and clean technologies with an ESG focus.

$270K – $10.8M

Sofinnova Ventures

Sofinnova is an investment firm focused on the life sciences and biotechnology sector, partnering with companies from inception through drug development, regulatory approval, company building, and IPO.

$100K – $15M

ICONIQ

ICONIQ is a global investment firm that manages investment portfolios and client wealth, partnering with technology-focused companies and supporting philanthropic initiatives.

Kinnevik

Kinnevik is a leading growth investor, active owner, and operational partner providing patient capital to technology-enabled challenger businesses in Europe and the US.