New York, NY, August 3, 2026 – Abacus Finance Group, LLC – a leading provider of cash flow-based, senior debt for sponsor-led investments in lower middle-market companies – today announced that it served as Senior Secured Credit Facilities Administrative Agent and Lead Arranger in a $148,000,000 senior debt financing to support Heritage MEP’s M&A strategy.

Heritage MEP is a national provider of commercial, industrial, HVAC, mechanical, and plumbing contracting and related services. The Company currently consists of 11 operating companies and has a strong geographic presence across the United States.

“Abacus has been a great partner to us and consistently has met our timelines. Their facility has given us the flexibility to execute on our thesis in the commercial HVAC industry,” said Caleb Donnelly, VP of Heritage MEP.

“Heritage MEP has been a terrific firm to work with. We have been impressed by their speed and execution on their consolidation strategy,” said Tim Clifford, CEO and Founding Partner of Abacus Finance. “As in past transactions, our success was a function of our speed, structural flexibility, and certainty of close – key aspects of what we call our Total Partnership Approach™.”

“We are excited to continue supporting Heritage MEP as they continue on their incredible growth trajectory,” added Abacus President and Founding Partner Sean McKeever

Abacus Vice President Austin Rendell and Analyst Jeremy Pak also helped lead the transaction. Legal counsel was provided by Goulston & Storrs.

About Heritage MEP

Heritage MEP consistently generates industry-leading margins, supported by a revenue mix heavily weighted towards renovation, maintenance, and retrofit work. These services typically command higher margins compared to competitive bid new construction projects. Margin strength is further enhanced by long-term customer relationships and the platform’s specialization in technical and complex work, such as federal and industrial projects. For more information, please visit https://www.heritage-holding.com/.

About Heritage Holding

Heritage Holding is building a diversified commercial, industrial, HVAC, mechanical, plumbing, and related services platform across the United States. For more information, please visit https://www.heritage-holding.com/.

About Abacus Finance Group, LLC

Abacus Finance Group, LLC (including its subsidiaries and affiliates, together “Abacus”) is a leading asset management firm specializing in private credit solutions to the lower middle market. Since Abacus’s inception in 2011, it has closed over $3.5 billion in financings. The firm targets private debt financing opportunities of up to $60 million and finances companies with EBITDA between $2 million and $15 million. The firm is headquartered in New York City and maintains a second office in Portsmouth, New Hampshire. Abacus is an affiliate of New York Private Bank & Trust, which was founded in 1850. Abacus Finance is located at 22 Vanderbilt Avenue, Suite 6H, New York, NY 10017. All inquiries and new investment opportunities should be directed to Tim Clifford at 212-850-462 or cliffordt@abacusfinance.com. Please visit abacusfinance.com for more information.

Total Partnership Approach™ (TPA), a registered trademark of Abacus Finance, LLC, brings together cash-flow financing expertise, deep industry knowledge, a turnaround time of under 72 hours, and exceptional client service over the lifecycle of each investment – all in all, a comprehensive methodology that reflects our emphasis on growing relationships rather than just focusing on the number of transactions. We encourage sponsors to Count on Us™ because of the deep partnerships we forge by going well above and beyond what they traditionally have come to expect. We don’t believe in the phrase “good enough” – we push ourselves to create custom financing solutions specifically tailored for each transaction.