RD Heritage Group

RD Heritage Group invests in and partners with private companies to help them enter into new markets, pursue M&A opportunities, and grow sustainably. We invest in firms that have established or emerging brands in real estate, energy (oil & gas - upstream, midstream, and downstream), healthcare, biotech, pharma, hospital roll-up, artificial intelligence, and the agriculture/dairy space. We focus on these specific industry sectors because our accumulated knowledge, operating partner network, and broader relationships offer a strategic advantage to our partners. Unlike many private equity firms, our focus allows us to enter a partnership with a deep understanding of the businesses so that we can create immediate, sustainable value. RD Heritage was founded by Robert Davis, John Dean Harper, and Jim Carmichael at Famcor Oil (up to $200MM in top-line revenue) for the benefit of the Davis and Famcor family offices. Later the families teamed up with other like-minded family offices who invest in real estate, healthcare, biotechnology, pharmaceuticals, energy, AI (artificial intelligence), blockchain, and oil & gas. RD Heritage also partners with several Gulf-based sovereign wealth funds.