Heartwood Partners

Norwalk, United States Founded: 1982 • Age: 44 yrs
Acquisitions are targeted by this private equity firm in investments.
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About Heartwood Partners

Heartwood Partners is a company based in Norwalk (United States) founded in 1982 by Brian Fitzgerald.. Heartwood Partners has raised $19 million across 1 funding round. Heartwood Partners has completed 15 acquisitions, including American Leather, Breen Color and CMI. Heartwood Partners offers products and services including Investment Services and Add-On Acquisitions.

  • Headquarter Norwalk, United States
  • Founders Brian Fitzgerald
  • Sectors
    Financial Services
  • Phone
    *********
  • Website
    *********
  • Social
    *********
  • Legal Name Heartwood Partners
Operational Areas
Financial Services → Private Capital & Alternative Investments
Key Metrics
  • Annual Revenue
  • Net Profit
  • EBITDA
  • Total Equity Funding
    $19 M (USD)

    in 1 rounds

  • Latest Funding Round
    $19 M (USD), Series B

    Apr 06, 2020

  • Investors
  • Employee Count
    Employee Count
  • Investments & Acquisitions
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Products & Services of Heartwood Partners

Heartwood Partners offers a comprehensive portfolio of products and services, including Investment Services and Add-On Acquisitions. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.

Primary

Investment services are offered to enhance business performance through private equity partnerships

Add-on acquisitions are facilitated to drive growth and value in portfolio companies

People of Heartwood Partners
Headcount 10-50
Employee Profiles 17
Employee Profiles
People
Maxine Tracy
Executive Assistant
People
Wendy Diglio
Corporate Controller
People
Berat R.
Chief Financial Officer And Chief Compliance Officer
People
Jason Phillips
Partner And Chief Operating Officer

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Funding Insights of Heartwood Partners

Heartwood Partners has successfully raised a total of $19M through 1 strategic funding round. The most recent funding activity was a Series B round of $19 million completed in April 2020. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.

  • Total Funding
  • Total Rounds 1
  • Last Round Series B — $19.0M
  • First Round

    (06 Apr 2020)

  • Investors Count
Date Amount Transaction Name Valuation Lead Investors Investors
Apr, 2020 Amount Series B - Heartwood Partners Valuation

investors

Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Investments & Acquisitions by Heartwood Partners

Heartwood Partners has strategically engaged in corporate development activities, having acquired 15 companies. Notable acquisitions include American Leather, Breen Color and CMI. These strategic investments and acquisitions demonstrate the company's commitment to growth through portfolio expansion, market consolidation, technology integration, and strategic partnerships that enhance competitive positioning and drive long-term value creation.

Investments
Company Name Description Domain Location Founded Year Amount
Bionic investment advisor platform
2016
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Acquisitions
Company Name Description Domain Location Founded Year Amount
Automated tarp systems for trucks and trailers are manufactured.
1991
Custom upholstered furniture is manufactured in-house using just-in-time methods.
1990
Marine walls, flood-levee protection, and water control services are provided.
1987
Company Name Description Domain Location Founded Year Amount
OVO is recognized as a smart digital payment application.
2017
Bionic investment advisor platform
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014

Financial Statements - Heartwood Partners

Tata Steel revenue growth over time
Tata Steel profit and loss trends over time
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Heartwood Partners Comparisons

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Competitors of Heartwood Partners

Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Multiple services are booked via an app-based platform.
domain founded_year HQ Location
On-demand services are booked through an app-based platform.
domain founded_year HQ Location
App based platform offering on demand delivery and ride-hailing services
domain founded_year HQ Location
Operates an on-demand hyperlocal delivery app for food and groceries.

Latest news on Heartwood Partners

Frequently Asked Questions about Heartwood Partners

When was Heartwood Partners founded?

Heartwood Partners was founded in 1982 and raised its 1st funding round 38 years after it was founded.

Where is Heartwood Partners located?

Heartwood Partners is headquartered in Norwalk, United States.

Is Heartwood Partners a funded company?

Heartwood Partners is a funded company, having raised a total of $19M across 1 funding round to date. The company's 1st funding round was a Series B of $19M, raised on Apr 06, 2020.

What does Heartwood Partners do?

Heartwood Partners was established in 1982 in Norwalk, United States, as a private equity firm. Emphasis is placed on acquisitions within the investment landscape. Operations involve identifying and executing buyouts across sectors, with management handled by partners and directors. The firm maintains a base in the United States, supporting portfolio development through strategic transactions. Focus remains on long-term value creation via controlled investments.

What products or services does Heartwood Partners offer?

Heartwood Partners offers Investment Services and Add-On Acquisitions.

How many acquisitions has Heartwood Partners made?

Heartwood Partners has made 15 acquisitions, including American Leather, Breen Color, and CMI.

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