Heritage M&A Research Institute
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Via delle Scuole 3, Paradiso (Lugano - CH)

About Us

Welcome to Heritage M&A Research Institute, where innovation meets tradition in the world of mergers and acquisitions. We are an AI-powered M&A intermediation company, dedicated to reshaping the landscape of business successions.

Our Vision & our Commitment.

At Heritage, we envision a future where the transfer of business ownership becomes seamless, efficient, and forward-looking. A change in ownership should not just mark a transition but accelerate resilience, innovation, and competitiveness.

3 M+
Business Using Stripe
10 K+
Business consultant
30 K+
Satisfied Customers
image

25+
Years Experience

Why Choose Us?

We specialize in connecting potential business buyers to sellers, leveraging advanced technology and a unique success-based fee system. Our mission is to make business transfers accessible, ensuring the continuity of small and medium-sized and family-owned businesses

  • AI-powered Matching Technology
  • Data-driven Analysis
  • Standardized and Tech-enabled processes
  • Success-based Fee System
Get Started

We believe in more than just transactions; we believe in transformations. Heritage is not just a mediator; we’re your partner in navigating the intricate journey of business succession.

 

Get Started

Do not hesitate to reach out – click the button below!

Get Stared

We specialize in connecting potential business buyers to sellers, leveraging advanced technology and a unique success-based fee system. Our mission is to make business transfers accessible, ensuring the continuity of small and medium-sized and family-owned businesses

  • AI-powered Matching Technology
  • Data-driven Analysis
  • Standardized and Tech-enabled processes
  • Success-based Fee System
Get Started

We believe in more than just transactions; we believe in transformations. Heritage is not just a mediator; we’re your partner in navigating the intricate journey of business succession.

 

Get Started

Do not hesitate to reach out – click the button below!

Get Stared

An International Team

Andrea Pallotta

Business Consultant

Andrea Pallotta

Business Consultant
<img width="200" height="200" src="http://fsk.hzw.mybluehost.me/.website_988104db/wp-content/uploads/2023/05/3.png" alt="" srcset="https://i0.wp.com/fsk.hzw.mybluehost.me/.website_988104db/wp-content/uploads/2023/05/3.png?w=200 200w, https://i0.wp.com/fsk.hzw.mybluehost.me/.website_988104db/wp-content/uploads/2023/05/3.png?resize=150%2C150 150w, https://i0.wp.com/fsk.hzw.mybluehost.me/.website_988104db/wp-content/uploads/2023/05/3.png?resize=100%2C100 100w" sizes="(max-width: 200px) 100vw, 200px" /> <img src="https://rstheme.com/products/wordpress/bcom/wp-content/uploads/2023/02/dotted-layer.svg" alt="image"/> <h3>Hi, I'm Andrea Pallotta</h3> <p>Co-Founding Partner</p> <p>Adipiscing elit, sed do eiusm consectetur  aonsectetur sed do eiusm od tempor adipiscing elit, sed do eiusm od tempor.Consectetur adipiscing elit, sed do eiusm onsectetur adipiscing elit, sed do eiusm od tempor incididunt ut labore.sed do eiusm onsectetur adipiscing elit.</p> Experience: 10 years Email: <a href="mailto:info@gmail.com"> info@gmail.com </a> Phone: <a href="tel:+91123456789"> +91 123 456 789 </a> <a href="#" target="_blank" rel="noopener"> Facebook-f </a> <a href="#" target="_blank" rel="noopener"> Twitter </a> <a href="#" target="_blank" rel="noopener"> Linkedin-in </a> <a href="#" target="_blank" rel="noopener"> Instagram </a> <img src="https://rstheme.com/products/wordpress/bcom/wp-content/uploads/2023/01/rect-shape-large.png" alt="image"/> <h3>Biography​</h3> <p>Bring to the table win-win survival strategies to ensure proactive domination. At the end of the day, going forward, a new normal that has evolved from generation X is on the runway heading towards a streamlined cloud solution. User generated content in real-time will have multiple touchpoints for offshoring capitalize on low hanging fruit to identify.</p> 10 + Years Experience 90 % Customer Satisfied 86 Complete Project <h3>Working Skills</h3> <p>Bring to the table win-win survival strategies to ensure proactive domination. At the end of the day, going forward, a new normal that has evolved from generation.</p> Business Consultant <p> </p> Business Strategy <p> </p> Market Strategy <p> </p> Business Solution <p> </p> <h3>Quick Contact</h3> <p>Feel free to contact us through Twitter or Facebook if you prefer!</p> <p role="status" aria-live="polite" aria-atomic="true"></p> <ul></ul> <form action="/.website_988104db/wp-admin/admin-ajax.php#wpcf7-f33277-o3" method="post" aria-label="Contact form" novalidate="novalidate" data-status="init"> <input type="hidden" name="_wpcf7" value="33277" /> <input type="hidden" name="_wpcf7_version" value="5.8.2" /> <input type="hidden" name="_wpcf7_locale" value="en_US" /> <input type="hidden" name="_wpcf7_unit_tag" value="wpcf7-f33277-o3" /> <input type="hidden" name="_wpcf7_container_post" value="0" /> <input type="hidden" name="_wpcf7_posted_data_hash" value="" /> <p><input size="40" aria-required="true" aria-invalid="false" placeholder="Name" value="" type="text" name="yname" /><br /> <input size="40" aria-required="true" aria-invalid="false" placeholder="Email" value="" type="email" name="email-717" /><br /> <input size="40" aria-required="true" aria-invalid="false" placeholder="Phone" value="" type="text" name="phone" /><br /> <input size="40" aria-required="true" aria-invalid="false" placeholder="Your Query" value="" type="text" name="query" /><br /> <textarea cols="40" rows="10" aria-invalid="false" placeholder="Write something..." name="textarea-332"></textarea><br /> <input type="submit" value="Submit Now" /> </p><p style="display: none !important;"><label>Δ<textarea name="_wpcf7_ak_hp_textarea" cols="45" rows="8" maxlength="100"></textarea></label><input type="hidden" id="ak_js_3" name="_wpcf7_ak_js" value="248"/></p> </form>

Matteo Pallotta

HR Administrator

Matteo Pallotta

HR Administrator
<style>/*! elementor - v3.10.2 - 29-01-2023 */ .elementor-widget-image{text-align:center}.elementor-widget-image a{display:inline-block}.elementor-widget-image a img[src$=".svg"]{width:48px}.elementor-widget-image img{vertical-align:middle;display:inline-block}</style> <img width="500" height="500" src="https://rstheme.com/products/wordpress/bcom/wp-content/uploads/2023/01/team-two.png" alt="" loading="lazy" srcset="https://rstheme.com/products/wordpress/bcom/wp-content/uploads/2023/01/team-two.png 500w, https://rstheme.com/products/wordpress/bcom/wp-content/uploads/2023/01/team-two-300x300.png 300w, https://rstheme.com/products/wordpress/bcom/wp-content/uploads/2023/01/team-two-150x150.png 150w, https://rstheme.com/products/wordpress/bcom/wp-content/uploads/2023/01/team-two-100x100.png 100w" sizes="(max-width: 500px) 100vw, 500px" /> <img src="https://rstheme.com/products/wordpress/bcom/wp-content/uploads/2023/02/dotted-layer.svg" alt="image"/> <h3>Hi, I'm Bret Lorem</h3> <p>HR Administrator</p> <p>Adipiscing elit, sed do eiusm consectetur  aonsectetur sed do eiusm od tempor adipiscing elit, sed do eiusm od tempor.Consectetur adipiscing elit, sed do eiusm onsectetur adipiscing elit, sed do eiusm od tempor incididunt ut labore.sed do eiusm onsectetur adipiscing elit.</p> Experience: 10 years Email: <a href="mailto:info@gmail.com"> info@gmail.com </a> Phone: <a href="tel:+91123456789"> +91 123 456 789 </a> Visit Website: <a target="_blank" href="yourdomain.com" rel="noopener"> yourdomain.com </a> <style>/*! elementor - v3.10.2 - 29-01-2023 */ .elementor-widget-social-icons.elementor-grid-0 .elementor-widget-container,.elementor-widget-social-icons.elementor-grid-mobile-0 .elementor-widget-container,.elementor-widget-social-icons.elementor-grid-tablet-0 .elementor-widget-container{line-height:1;font-size:0}.elementor-widget-social-icons:not(.elementor-grid-0):not(.elementor-grid-tablet-0):not(.elementor-grid-mobile-0) 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svg{fill:var(--e-social-icon-icon-color)}.elementor-social-icon:last-child{margin:0}.elementor-social-icon:hover{opacity:.9;color:#fff}.elementor-social-icon-android{background-color:#a4c639}.elementor-social-icon-apple{background-color:#999}.elementor-social-icon-behance{background-color:#1769ff}.elementor-social-icon-bitbucket{background-color:#205081}.elementor-social-icon-codepen{background-color:#000}.elementor-social-icon-delicious{background-color:#39f}.elementor-social-icon-deviantart{background-color:#05cc47}.elementor-social-icon-digg{background-color:#005be2}.elementor-social-icon-dribbble{background-color:#ea4c89}.elementor-social-icon-elementor{background-color:#d30c5c}.elementor-social-icon-envelope{background-color:#ea4335}.elementor-social-icon-facebook,.elementor-social-icon-facebook-f{background-color:#3b5998}.elementor-social-icon-flickr{background-color:#0063dc}.elementor-social-icon-foursquare{background-color:#2d5be3}.elementor-social-icon-free-code-camp,.elementor-social-icon-freecodecamp{background-color:#006400}.elementor-social-icon-github{background-color:#333}.elementor-social-icon-gitlab{background-color:#e24329}.elementor-social-icon-globe{background-color:#818a91}.elementor-social-icon-google-plus,.elementor-social-icon-google-plus-g{background-color:#dd4b39}.elementor-social-icon-houzz{background-color:#7ac142}.elementor-social-icon-instagram{background-color:#262626}.elementor-social-icon-jsfiddle{background-color:#487aa2}.elementor-social-icon-link{background-color:#818a91}.elementor-social-icon-linkedin,.elementor-social-icon-linkedin-in{background-color:#0077b5}.elementor-social-icon-medium{background-color:#00ab6b}.elementor-social-icon-meetup{background-color:#ec1c40}.elementor-social-icon-mixcloud{background-color:#273a4b}.elementor-social-icon-odnoklassniki{background-color:#f4731c}.elementor-social-icon-pinterest{background-color:#bd081c}.elementor-social-icon-product-hunt{background-color:#da552f}.elementor-social-icon-reddit{background-color:#ff4500}.elementor-social-icon-rss{background-color:#f26522}.elementor-social-icon-shopping-cart{background-color:#4caf50}.elementor-social-icon-skype{background-color:#00aff0}.elementor-social-icon-slideshare{background-color:#0077b5}.elementor-social-icon-snapchat{background-color:#fffc00}.elementor-social-icon-soundcloud{background-color:#f80}.elementor-social-icon-spotify{background-color:#2ebd59}.elementor-social-icon-stack-overflow{background-color:#fe7a15}.elementor-social-icon-steam{background-color:#00adee}.elementor-social-icon-stumbleupon{background-color:#eb4924}.elementor-social-icon-telegram{background-color:#2ca5e0}.elementor-social-icon-thumb-tack{background-color:#1aa1d8}.elementor-social-icon-tripadvisor{background-color:#589442}.elementor-social-icon-tumblr{background-color:#35465c}.elementor-social-icon-twitch{background-color:#6441a5}.elementor-social-icon-twitter{background-color:#1da1f2}.elementor-social-icon-viber{background-color:#665cac}.elementor-social-icon-vimeo{background-color:#1ab7ea}.elementor-social-icon-vk{background-color:#45668e}.elementor-social-icon-weibo{background-color:#dd2430}.elementor-social-icon-weixin{background-color:#31a918}.elementor-social-icon-whatsapp{background-color:#25d366}.elementor-social-icon-wordpress{background-color:#21759b}.elementor-social-icon-xing{background-color:#026466}.elementor-social-icon-yelp{background-color:#af0606}.elementor-social-icon-youtube{background-color:#cd201f}.elementor-social-icon-500px{background-color:#0099e5}.elementor-shape-rounded .elementor-icon.elementor-social-icon{border-radius:10%}.elementor-shape-circle .elementor-icon.elementor-social-icon{border-radius:50%}</style> <a href="#" target="_blank" rel="noopener"> Facebook-f </a> <a href="#" target="_blank" rel="noopener"> Twitter </a> <a href="#" target="_blank" rel="noopener"> Linkedin-in </a> <a href="#" target="_blank" rel="noopener"> Instagram </a> <img src="https://rstheme.com/products/wordpress/bcom/wp-content/uploads/2023/01/rect-shape-large.png" alt="image"/> <h3>Biography​</h3> <p>Bring to the table win-win survival strategies to ensure proactive domination. At the end of the day, going forward, a new normal that has evolved from generation X is on the runway heading towards a streamlined cloud solution. User generated content in real-time will have multiple touchpoints for offshoring capitalize on low hanging fruit to identify.</p> 10 + Years Experience 90 % Customer Satisfied 86 Complete Project <h3>Working Skills</h3> <p>Bring to the table win-win survival strategies to ensure proactive domination. At the end of the day, going forward, a new normal that has evolved from generation.</p> Business Consultant <p> </p> Business Strategy <p> </p> Market Strategy <p> </p> Business Solution <p> </p> <h3>Quick Contact</h3> <p>Feel free to contact us through Twitter or Facebook if you prefer!</p> <p role="status" aria-live="polite" aria-atomic="true"></p> <ul></ul> <form action="/wp-admin/admin-ajax.php#wpcf7-f33277-o1" method="post" aria-label="Contact form" novalidate="novalidate" data-status="init"> <input type="hidden" name="_wpcf7" value="33277" /> <input type="hidden" name="_wpcf7_version" value="5.7.3" /> <input type="hidden" name="_wpcf7_locale" value="en_US" /> <input type="hidden" name="_wpcf7_unit_tag" value="wpcf7-f33277-o1" /> <input type="hidden" name="_wpcf7_container_post" value="0" /> <input type="hidden" name="_wpcf7_posted_data_hash" value="" /> <p><input size="40" aria-required="true" aria-invalid="false" placeholder="Name" value="" type="text" name="text-129" /><br /> <input size="40" aria-required="true" aria-invalid="false" placeholder="Email" value="" type="email" name="email-717" /><br /> <textarea cols="40" rows="10" aria-invalid="false" placeholder="Write your messages..." name="textarea-332"></textarea><br /> <input type="submit" value="Submit Now" /> </p> </form>

Robin Borsos

Marketing Executive

Robin Borsos

Marketing Executive
<style>/*! elementor - v3.10.2 - 29-01-2023 */ .elementor-widget-image{text-align:center}.elementor-widget-image a{display:inline-block}.elementor-widget-image a img[src$=".svg"]{width:48px}.elementor-widget-image img{vertical-align:middle;display:inline-block}</style> <img width="500" height="500" src="https://rstheme.com/products/wordpress/bcom/wp-content/uploads/2023/01/team-three.png" alt="" loading="lazy" srcset="https://rstheme.com/products/wordpress/bcom/wp-content/uploads/2023/01/team-three.png 500w, https://rstheme.com/products/wordpress/bcom/wp-content/uploads/2023/01/team-three-300x300.png 300w, https://rstheme.com/products/wordpress/bcom/wp-content/uploads/2023/01/team-three-150x150.png 150w, https://rstheme.com/products/wordpress/bcom/wp-content/uploads/2023/01/team-three-100x100.png 100w" sizes="(max-width: 500px) 100vw, 500px" /> <img src="https://rstheme.com/products/wordpress/bcom/wp-content/uploads/2023/02/dotted-layer.svg" alt="image"/> <h3>Hi, I'm Paul Walker</h3> <p>Marketing Executive</p> <p>Adipiscing elit, sed do eiusm consectetur  aonsectetur sed do eiusm od tempor adipiscing elit, sed do eiusm od tempor.Consectetur adipiscing elit, sed do eiusm onsectetur adipiscing elit, sed do eiusm od tempor incididunt ut labore.sed do eiusm onsectetur adipiscing elit.</p> Experience: 10 years Email: <a href="mailto:info@gmail.com"> info@gmail.com </a> Phone: <a href="tel:+91123456789"> +91 123 456 789 </a> Visit Website: <a target="_blank" href="yourdomain.com" rel="noopener"> yourdomain.com </a> <style>/*! elementor - v3.10.2 - 29-01-2023 */ .elementor-widget-social-icons.elementor-grid-0 .elementor-widget-container,.elementor-widget-social-icons.elementor-grid-mobile-0 .elementor-widget-container,.elementor-widget-social-icons.elementor-grid-tablet-0 .elementor-widget-container{line-height:1;font-size:0}.elementor-widget-social-icons:not(.elementor-grid-0):not(.elementor-grid-tablet-0):not(.elementor-grid-mobile-0) 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.elementor-icon.elementor-social-icon{border-radius:10%}.elementor-shape-circle .elementor-icon.elementor-social-icon{border-radius:50%}</style> <a href="#" target="_blank" rel="noopener"> Facebook-f </a> <a href="#" target="_blank" rel="noopener"> Twitter </a> <a href="#" target="_blank" rel="noopener"> Linkedin-in </a> <a href="#" target="_blank" rel="noopener"> Instagram </a> <img src="https://rstheme.com/products/wordpress/bcom/wp-content/uploads/2023/01/rect-shape-large.png" alt="image"/> <h3>Biography​</h3> <p>Bring to the table win-win survival strategies to ensure proactive domination. At the end of the day, going forward, a new normal that has evolved from generation X is on the runway heading towards a streamlined cloud solution. User generated content in real-time will have multiple touchpoints for offshoring capitalize on low hanging fruit to identify.</p> 10 + Years Experience 90 % Customer Satisfied 86 Complete Project <h3>Working Skills</h3> <p>Bring to the table win-win survival strategies to ensure proactive domination. At the end of the day, going forward, a new normal that has evolved from generation.</p> Business Consultant <p> </p> Business Strategy <p> </p> Market Strategy <p> </p> Business Solution <p> </p> <h3>Quick Contact</h3> <p>Feel free to contact us through Twitter or Facebook if you prefer!</p> <p role="status" aria-live="polite" aria-atomic="true"></p> <ul></ul> <form action="/wp-admin/admin-ajax.php#wpcf7-f33277-o1" method="post" aria-label="Contact form" novalidate="novalidate" data-status="init"> <input type="hidden" name="_wpcf7" value="33277" /> <input type="hidden" name="_wpcf7_version" value="5.7.3" /> <input type="hidden" name="_wpcf7_locale" value="en_US" /> <input type="hidden" name="_wpcf7_unit_tag" value="wpcf7-f33277-o1" /> <input type="hidden" name="_wpcf7_container_post" value="0" /> <input type="hidden" name="_wpcf7_posted_data_hash" value="" /> <p><input size="40" aria-required="true" aria-invalid="false" placeholder="Name" value="" type="text" name="text-129" /><br /> <input size="40" aria-required="true" aria-invalid="false" placeholder="Email" value="" type="email" name="email-717" /><br /> <textarea cols="40" rows="10" aria-invalid="false" placeholder="Write your messages..." name="textarea-332"></textarea><br /> <input type="submit" value="Submit Now" /> </p> </form>

Josh Zheng

Executive Operation

Josh Zheng

Executive Operation
<style>/*! elementor - v3.10.2 - 29-01-2023 */ .elementor-widget-image{text-align:center}.elementor-widget-image a{display:inline-block}.elementor-widget-image a img[src$=".svg"]{width:48px}.elementor-widget-image img{vertical-align:middle;display:inline-block}</style> <img width="500" height="500" src="https://rstheme.com/products/wordpress/bcom/wp-content/uploads/2023/01/team-eight.png" alt="" loading="lazy" srcset="https://rstheme.com/products/wordpress/bcom/wp-content/uploads/2023/01/team-eight.png 500w, https://rstheme.com/products/wordpress/bcom/wp-content/uploads/2023/01/team-eight-300x300.png 300w, https://rstheme.com/products/wordpress/bcom/wp-content/uploads/2023/01/team-eight-150x150.png 150w, https://rstheme.com/products/wordpress/bcom/wp-content/uploads/2023/01/team-eight-100x100.png 100w" sizes="(max-width: 500px) 100vw, 500px" /> <img src="https://rstheme.com/products/wordpress/bcom/wp-content/uploads/2023/02/dotted-layer.svg" alt="image"/> <h3>Hi, I'm Steven Hammer</h3> <p>Executive Operation</p> <p>Adipiscing elit, sed do eiusm consectetur  aonsectetur sed do eiusm od tempor adipiscing elit, sed do eiusm od tempor.Consectetur adipiscing elit, sed do eiusm onsectetur adipiscing elit, sed do eiusm od tempor incididunt ut labore.sed do eiusm onsectetur adipiscing elit.</p> Experience: 10 years Email: <a href="mailto:info@gmail.com"> info@gmail.com </a> Phone: <a href="tel:+91123456789"> +91 123 456 789 </a> Visit Website: <a target="_blank" href="yourdomain.com" rel="noopener"> yourdomain.com </a> <style>/*! elementor - v3.10.2 - 29-01-2023 */ .elementor-widget-social-icons.elementor-grid-0 .elementor-widget-container,.elementor-widget-social-icons.elementor-grid-mobile-0 .elementor-widget-container,.elementor-widget-social-icons.elementor-grid-tablet-0 .elementor-widget-container{line-height:1;font-size:0}.elementor-widget-social-icons:not(.elementor-grid-0):not(.elementor-grid-tablet-0):not(.elementor-grid-mobile-0) 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.elementor-icon.elementor-social-icon{border-radius:10%}.elementor-shape-circle .elementor-icon.elementor-social-icon{border-radius:50%}</style> <a href="#" target="_blank" rel="noopener"> Facebook-f </a> <a href="#" target="_blank" rel="noopener"> Twitter </a> <a href="#" target="_blank" rel="noopener"> Linkedin-in </a> <a href="#" target="_blank" rel="noopener"> Instagram </a> <img src="https://rstheme.com/products/wordpress/bcom/wp-content/uploads/2023/01/rect-shape-large.png" alt="image"/> <h3>Biography​</h3> <p>Bring to the table win-win survival strategies to ensure proactive domination. At the end of the day, going forward, a new normal that has evolved from generation X is on the runway heading towards a streamlined cloud solution. User generated content in real-time will have multiple touchpoints for offshoring capitalize on low hanging fruit to identify.</p> 10 + Years Experience 90 % Customer Satisfied 86 Complete Project <h3>Working Skills</h3> <p>Bring to the table win-win survival strategies to ensure proactive domination. At the end of the day, going forward, a new normal that has evolved from generation.</p> Business Consultant <p> </p> Business Strategy <p> </p> Market Strategy <p> </p> Business Solution <p> </p> <h3>Quick Contact</h3> <p>Feel free to contact us through Twitter or Facebook if you prefer!</p> <p role="status" aria-live="polite" aria-atomic="true"></p> <ul></ul> <form action="/wp-admin/admin-ajax.php#wpcf7-f33277-o1" method="post" aria-label="Contact form" novalidate="novalidate" data-status="init"> <input type="hidden" name="_wpcf7" value="33277" /> <input type="hidden" name="_wpcf7_version" value="5.7.3" /> <input type="hidden" name="_wpcf7_locale" value="en_US" /> <input type="hidden" name="_wpcf7_unit_tag" value="wpcf7-f33277-o1" /> <input type="hidden" name="_wpcf7_container_post" value="0" /> <input type="hidden" name="_wpcf7_posted_data_hash" value="" /> <p><input size="40" aria-required="true" aria-invalid="false" placeholder="Name" value="" type="text" name="text-129" /><br /> <input size="40" aria-required="true" aria-invalid="false" placeholder="Email" value="" type="email" name="email-717" /><br /> <textarea cols="40" rows="10" aria-invalid="false" placeholder="Write your messages..." name="textarea-332"></textarea><br /> <input type="submit" value="Submit Now" /> </p> </form>
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