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Status
INACTIVE
Global HQ
Norwalk, United States
Countries of investment
  • Germany
  • Austria
  • Switzerland
  • Spain
  • United Kingdom
  • Sweden
Investment stages
  • Series B
Industries
  • Fintech
  • Health Tech
  • AI
  • Media
  • Entertainment
About
Heartwood Partners, tracing its roots back to 1982, leverages deep strategic and financial expertise to partner with founders and owners aiming to enhance their businesses' performance. With over $1.4B in assets under management as of 12/31/2023, the firm prides itself on its higherEquity, loTheyrdebt approach, providing a platform for management teams to confidently implement growth plans. Renowned for its integrity and core values, Heartwood Partners seeks to back reliable and committed management teams with proven track records, creating meaningful and lasting results for its portfolio companies.
Min check size
$500K
Max check size
$1M
Fund size
NPS

Investment Thesis

Heartwood Partners focuses on providing a unique ecosystem within the world of private Equity for founder, family, and managementheld businesses to achieve their goals and thrive. The firm specializes in Capitalizing businesses more conservatively, encouraging owners to retain some ownership alongside them, and bringing deep operating experience and skilled resources to support management teams.
Lead investor
Co Invest
Number of exits
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Heartwood Partners Contacts Information

Primary contact

Secondary contact

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