Managing Partner

Stephen’s journey is rooted in building businesses that empower people—from early entrepreneurial experiments to guiding leaders through pivotal transitions. With deep experience across operations, management, and growth strategy, Stephen’s leadership always focuses on helping others flourish, both inside and outside the balance sheet.

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Throughout his career, Stephen has partnered with founders, families, and teams to unlock new chapters for their businesses—whether scaling home and human services companies, developing high-performing teams, or supporting succession planning with integrity and care. Recognized for his hands-on approach and relational style, he believes true value is measured not just in financial outcomes, but in the legacies carried forward by the people and communities a business serves.

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Stephen’s faith-driven commitment to covenant relationships shapes the way Heritage Rose invests, supports, and operates. He’s a steadfast partner for leaders who value thoughtful collaboration, transparent strategy, and growth that honors what’s already been built. At Heritage Rose, his vision is simple: Help businesses—and those who run them—multiply their impact, while preserving the heart of what makes them special.

Partner

Dionisio stands at the intersection of disciplined investment and entrepreneurial vision. With deep expertise in M&A, growth strategy, and capital structuring, he has shepherded four successful ventures as a founder and advised numerous business owners through their most transformative moments. Known for his thoughtful financial stewardship and sharp strategic insight, Dionisio ensures every Heritage Rose partnership is built for stability, growth, and lasting impact.

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At Heritage Rose, Dionisio architects investment strategies and steers the firm’s financial vision, designing flexible deal structures and guiding founders through transitions that safeguard what they've built while unlocking new possibilities.. His track record in driving acquisitions and aligning capital with values makes him a trusted partner for operators seeking not just resources, but wisdom and integrity in every transaction.

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Dionisio believes true partnership means looking beyond numbers—supporting leaders whose work matters to their people, communities, and the clients they serve. His commitment to legacy, stewardship, and flourishing is woven into every deal, every conversation, and every victory shared across the Heritage Rose community.