Heartwood Partners Overview
- Investor Type
-
PE/Buyout
- Status
-
Active
- Professionals
-
22
- Investments
-
87
- Portfolio
-
15
- Exits
-
30
Heartwood Partners General Information
Company Description
Founded in 1982, Heartwood Partners is a private equity investment firm based in Norwalk, Connecticut. The firm uses a unique higher-equity, lower-debt approach offering current income in addition to long-term capital gains in fully-aligned partnership with founders and business owners. The firm prefers to invest in family and management-held companies in the following industries: agriculture, aftermarket auto/truck parts, consumer products, distribution, food, business services, manufacturing, packaging, specialty chemicals/materials, and DTC and BTB e-commerce. This firm is a Registered Investment Adviser (RIA).
Business Details
Website
www.heartwoodpartners.comYear Founded
Investor Status
Primary Investor Type
Other Investor Types
Corporate Office
- 301 Merritt 7
- Norwalk, CT 06851
- United States
Heartwood Partners Investments (87)
| Company Name | Deal Date | Deal Type | Deal Size | Industry | Company Stage | Lead Partner |
|---|---|---|---|---|---|---|
| Arrow Seed | 11-Jul-2024 | 0000000000 | Distributors/Wholesale | Generating Revenue | 00000 00000 | |
| EcoWater Industries | 08-Feb-2024 | 0000000000 | Environmental Services (B2B) | Generating Revenue | 000000000 00 | |
| UST (Utah) | 06-Feb-2024 | 0000000000 | BPO/Outsource Services | Generating Revenue | 00000 00000 | |
| Star Seed | 25-Jan-2024 | 0000000000 | Other Agriculture | Generating Revenue | 00000 00000 | |
| Somafina | 26-Sep-2023 | Buyout/LBO | Pharmaceuticals | Generating Revenue | 00000 00000 |
Heartwood Partners Exits (30)
| Company Name | Exit Date | Exit Type | Exit Size |
|---|---|---|---|
| Minimizer | 19-Dec-2023 | 0000000000 | |
| Parkway Products | 09-Jun-2023 | 0000000000 | |
| CMI (Woodstock) | 21-Dec-2022 | 0000000000 | |
| Allentown | 22-Apr-2022 | 0000000000 | |
| Aftermarket Performance Group | 01-Apr-2021 | Merger/Acquisition |
Heartwood Partners Fund Performance
| Fund Name | Vintage | Size | Dry Powder | DPI | RVPI | TVPI | IRR |
|---|
Heartwood Partners Investments by Industry, Year, and Region
Investments by Industry
Investments by Year
Investments by Region
Heartwood Partners Management, Team & Partners (46)
| Name | Title | Deals | Funds | Boards | Office |
|---|---|---|---|---|---|
| Berat Rifati | Chief Financial Officer & Chief Compliance Officer | Norwalk, CT | |||
| Jason Phillips | Partner & Chief Operating Officer | Norwalk, CT | |||
| John Newman | Managing Director | Norwalk, CT | |||
| Demetrios Dounis | Managing Partner | 00 | 0 | 0 | Norwalk, CT |
| Edwin Tan | Managing Partner | 0 | 0 | 0 | Norwalk, CT |
Heartwood Partners FAQs
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What is Heartwood Partners?
Founded in 1982, Heartwood Partners is a private equity investment firm based in Norwalk, Connecticut.
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When was Heartwood Partners founded?
Heartwood Partners was founded in 1982.
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Who is the founder of Heartwood Partners?
Brian Fitzgerald is the founder of Heartwood Partners.
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Where is Heartwood Partners headquartered?
Heartwood Partners is headquartered in Norwalk, CT.
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What is Heartwood Partners's total asset value?
Heartwood Partners has around 00.00 in total assets under management.
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How many investments has Heartwood Partners made?
Heartwood Partners has made 87 investments.
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What has Heartwood Partners invested in?
Heartwood Partners has made numerous investments in companies like Arrow Seed, EcoWater Industries, and UST (Utah) within the Distributors/Wholesale, Environmental Services (B2B), and BPO/Outsource Services industries.
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What has Heartwood Partners invested in recently?
Heartwood Partners's latest investment was on 11-Jul-2024 in Arrow Seed, a company within the Distributors/Wholesale industry.
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