Heritage Global acquires Boston Note Company to expand seller-note business

Reuters2026/08/03 13:01

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Heritage Global acquired Boston Note, a nationwide broker and buyer of privately held loans, notes, and mortgages known as seller or carry-back notes.
The deal expands Heritage Global’s Financial Assets platform into seller-note sourcing, building on its earlier DebtX acquisition.
Boston Note will operate as “Boston Note, a Heritage Global company,” retaining its brand.
Strategic focus includes scaling into CRE-backed seller notes, jumbo residential real estate notes, liquidity for non-performing seller and carryback notes.
Financial terms were not disclosed.

Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Heritage Global Inc. published the original content used to generate this news brief via EDGAR, the Electronic Data Gathering, Analysis, and Retrieval system operated by the U.S. Securities and Exchange Commission (Ref. ID: 0001193125-26-329644), on August 03, 2026, and is solely responsible for the information contained therein.

Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.

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Heritage Global acquires Boston Note Company to expand seller-note business

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