PE  Capital Partners

https://heartwoodpartners.com





     Office Locations:

301 Merritt 7
Norwalk, CT 06851
Phone: 203-625-0770
Fax: 203-625-0423

 

Stages:

  • Middle Market


 

Industries:

  • Business Services
  • Consumer Products & Services
  • Education & Training
  • Energy & Clean Tech
  • Life Sciences & Healthcare
  • Manufacturing & Industrial

  •  

    Description:

    With its predecessor (Capital Partners) founded in 1982, Heartwood Partners is a middle-market private equity firm focused on executing a unique higher-equity, cash-yielding strategy. Since inception, the firm has successfully invested in over 100 platform and add-on companies across several committed funds and various economic environments. Heartland partners 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.



    Investment Firm Key

       VC = Venture Capital
       PE = Private Equity
       A = Angel
       I = Incubator
       MB = Merchant Bank
       VD = Venture Debt
       FI = Family Investment Office
       FOF = Fund of Funds
       ED = Economic Development Office   
       TT = Technology Transfer Office
       CVC = Corporate Venture Capital
       SEC = Secondary Purchaser
       HF = Hedge Fund/Mutual Fund
       
       
       
    COMPANY STAGEREVENUE
    Venture Capital
    Seed Stage
    (includes "pre-seed," or
    concept stage)
    No Revenue
    Early StageMinimal
    Revenue
    Growth Stage
    (also called Mid-stage)
    $2M-$7M
    Expansion Stage
    (also called Late-stage)
    $7M and greater
    Private Equity
    Lower Middle Market$10M-$249M
    Middle Market$250M-$499M
    Upper Middle Market$500M-$1B
    Large Cap>$1B
       
       
     

    Investment Team:


    Name   Title
    Get the complete investment team + individual email addresses for investment team partners. Get personal images, LinkedIn links, investment specialties, office locations and more with a National Database subscription or New York Database subscription.
    Anastasia Kowal Chief Financial Officer & Chief Compliance Officer
    Brian D. Fitzgerald Founder
    Edwin C. Tan Partner
    James Sidwa Partner
    John C. Willert Partner

     

    Portfolio companies include:

     

    Recent News: