With its predecessor founded in 1982, Heartwood Partners is a middle-market private equity firm focused on executing a unique higher-equity, cash-yielding strategy. Since inception, we have successfully invested in over 100 platform and add-on companies across several committed funds and various economic environments. We partner with management teams to create a symbiotic ecosystem for their businesses and help them achieve their goals by utilizing roughly half the industry-standard debt levels, investing in growth initiatives, and actively supporting our portfolio companies with decades of value-creation and hands-on management experience. Heartwood Partners has $1.1 billion of assets under management and is headquartered in Norwalk, CT. As of September 2020, Capital Partners has rebranded to Heartwood Partners. The shift to Heartwood Partners continues to embrace the culture we have developed since 1982, one of integrity and partnership, but more clearly aligns with our unique investment approach. The term “heartwood” refers to the solid, innermost part of a tree trunk, which yields the strongest timber and provides support to the tree. We believe this image captures our hallmark low-leverage, high-equity investment approach and integrated partnership style with our portfolio management teams. We welcome you to explore the Heartwood difference at our new website: heartwoodpartners.com.
Location: United States, Connecticut, Norwalk
Employees: 11-50
Founded date: 1982
Investment Type: Private Equity Firm
Investment Stage: Private Equity; Debt
Portfolio 36
Date | Name | Website | Total Raised | Location |
26.09.2024 | Royal Prod... | royalproducts.com | - | - |
21.02.2024 | SteelCell | steelcell.com | - | United Sta... |
10.01.2024 | bush-brothers.com | - | United Sta... | |
27.10.2023 | somafina | somafina.com | - | United Sta... |
12.07.2023 | Imprimus | imprimus.com | - | United Sta... |
04.04.2023 | Artisant L... | artisantlane.com | - | United Sta... |
26.03.2023 | The Native... | nativeseedgroup.com | - | United Sta... |
14.10.2022 | uwsolutions.com | - | United Sta... | |
26.08.2022 | The Amlon ... | amlongroup.com | - | United Sta... |
22.04.2022 | mqholdings.com | - | United Sta... |
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Persons 29
Date | First Name | Last Name | Title | Location | |||
- | Edwin | Tan | Partner | linkedin.c... | - | e**n@heart... | - |
- | Saer | Brown | Senior Ass... | linkedin.c... | - | s****n@hea... | - |
- | Jack | Nolan | Associate | linkedin.c... | - | j****n@hea... | - |
- | Michael | Summe | Associate | linkedin.c... | - | m****e@hea... | - |
- | James | Sidwa | Partner | linkedin.c... | - | j****a@hea... | - |
- | Demetrios | Dounis | Partner | linkedin.c... | - | d*****s@he... | - |
- | Robert | Tucker | Managing P... | linkedin.c... | - | r*****r@he... | - |
- | Michelle | Ryan | Chief Mark... | linkedin.c... | - | m***n@hear... | - |
- | Brian | Chung | Vice Presi... | linkedin.c... | - | b****g@hea... | - |
- | Andrea | V. Nelson | Principal | linkedin.c... | - | a*****n@he... | - |
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Mentions in press and media 4
Date | Title | Description |
24.07.2024 | HEARTWOOD PARTNERS' NATIVESEED GROUP ACQUIRES ARROW SEED, DOUBLING DOWN ON COMMITMENT TO PROVIDE CONSERVATION AND PREMIUM FORAGE SEED | NORWALK, Conn. , July 24, 2024 /PRNewswire/ -- Heartwood Partners is pleased to announce that after four generations of family ownership, Arrow Seed has joined Heartwood's growing seed and erosion control platform, NativeSeed Group ("N... |
29.04.2024 | HEARTWOOD APPOINTS THREE AS MANAGING PARTNERS | NORWALK, Conn., April 29, 2024 /PRNewswire/ -- Heartwood Partners, LLC ("Heartwood") is pleased to announce the promotions of Demetrios Dounis, James Sidwa and Edwin ("Ed") Tan to Managing Partners of the firm. They will... |
26.09.2022 | The Amlon Group Announces Rapid Expansion of Top-tier Industrial Recycling Services and Commercial Waste Management | “We are excited to introduce oil and oil-bearing material processing to the management services we can offer our customers,” said Mark Wayne, The Amlon Group’s President. NEW YORK (PRWEB) September 26, 2022 The Amlon Group (http://amlongrou... |
11.05.2022 | BlackArch Partners Advises on the Sale of Allentown, LLC, Portfolio Company of Heartwood Partners, to Aterian Investment Partners | CHARLOTTE, N.C. (PRWEB) May 11, 2022 BlackArch Partners, LLC (“BlackArch”) is pleased to announce that Allentown, LLC (“Allentown” or the “Company”), a portfolio company of Heartwood Partners (“Heartwood”), has been acquired by Aterian Inve... |