Heartwood Partners
Status
INACTIVE
Global HQ
Norwalk, United States
Countries of investment
- USA
Investment stages
- Series B
Industries
- Niche Manufacturing
- Value Added Distribution
- Software Enterprise
About
Heartwood Partners is a middle market private equity firm with a unique investment approach focused on stability and strength, supporting businesses through strategic expertise and high equity investments.
Heartwood Partners is a middle market private equity firm with a unique investment approach focused on stability and strength, supporting businesses through strategic expertise and high equity investments.
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.
Manager's Experience
Backed by extensive experience in private equity, the fund manager has successfully executed over 40 investments across various sectors, including healthcare, technology, and consumer products. With a strategic focus on operator-first investments, the firm emphasizes value creation through active operational involvement. The manager has demonstrated a strong track record of notable exits, particularly in the North American market, where they have excelled in identifying growth opportunities in the lower middle market. Their data-driven approach informs decision-making, ensuring that each investment aligns with thematic industry trends.