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Heritage Group

Company

Investment-firm

Financing round

General

About Company
Heritage Group is a venture capital firm that invests in and advises innovative healthcare companies.

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founded date

01.01.1986

Number of employees

IPO status

Private

Description

The company, founded in 1986 and headquartered in Nashville, Tennessee, manages the Heritage Healthcare Innovation Fund, which closed in 2012 with $157M of committed capital from strategic limited partners. With over $700 million of assets under management, Heritage Group seeks to make investments in high-growth healthcare services and technology businesses that address challenges in the U.S. healthcare system. Its limited partners include leading healthcare organizations in the nation, such as large provider systems, payers, and healthcare service providers, collectively operating over 600 hospitals and insuring more than 45 million lives.
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People

Founders
2
David McClellan
David McClellan

David McClellan

current job

Heritage Group
Heritage Group

David McClellan

Rock Morphis
Rock Morphis

Rock Morphis

Rock Morphis co-founded Heritage Group, LLC in 1986 and has served as a Managing Director of the firm since its inception. Heritage Group is an investment and advisory firm, which focuses on early stage healthcare opportunities. Over the past 25 years, Mr. Morphis has served in numerous executive positions within Heritage Group's portfolio of companies. From 1995-2004, he served as Chairman, President and CEO of Heritage Health Systems, Inc. HHS, through its subsidiaries, operates as a managed care organization and focuses primarily on the Medicare Advantage market throughout the US. The Company was acquired by a public company for $98 million in 2004. From 1992-1995, Mr. Morphis served as Chairman, President and CEO of Surgical Health Corporation, a company engaged in the development and management of outpatient surgery centers. After acquiring and developing 37 ambulatory surgery centers in the US, the Company was acquired by a public company in 1995 for $240 million. Additionally, Mr. Morphis has served on the boards of numerous business and civic organizations and as an advisor to many portfolio companies of Heritage Group. Mr. Morphis is a graduate of the University of Tennessee and resides in Nashville. He and his wife have three children.

current job

Heritage Group
Heritage Group

Rock Morphis

Employee Profiles
12
Lauren Brueggen

Lauren Brueggen

Partner

Jesse Bland

Jesse Bland

Partner

Graham Hunter

Graham Hunter

Principal

Florence Chassaignac

Florence Chassaignac

Director of Operations

Paul Wallace

Paul Wallace

Partner

David McClellan

David McClellan

General Partner

Michelle Anderson

Michelle Anderson

Vice -President,Finance

Rock Morphis

Rock Morphis

Managing Director & Co-Founder

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