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Heartwood Partners
AddedFeb 13, 2024
UpdatedJun 28, 2026
Heartwood Partners

Heartwood Partners

Operating

Heartwood Partners, a private equity firm with $1.1B AUM, focuses on high-equity, low-debt investments, supporting portfolio companies with hands-on management experience.

Location
Norwalk, CT, US
Founded
1982
Firm
Compare
Portfolio
Employees
Website

Heartwood Partners is a middle-market private equity firm with $1.1 billion in assets under management, focusing on high-equity, low-debt investments. The firm typically engages in platform and add-on acquisitions across various economic environments, partnering with management teams to enhance business performance. Heartwood Partners employs a unique strategy that utilizes roughly half the industry-standard debt levels, aiming to create a symbiotic ecosystem for their portfolio companies.

Notable portfolio companies include AgVend, Bespoke Financial, Cobalt Technologies, Direct Flow Medical, Ninjapromo, and VoloAgri Group. The firm's investment philosophy emphasizes hands-on management experience and strategic financial expertise. Key partners and decision-makers at Heartwood Partners bring extensive industry knowledge and a commitment to supporting founders and owners in achieving their business goals. This approach ensures that portfolio companies receive not only financial backing but also valuable operational support.

Heartwood Partners - Portfolio Snapshot

Portfolio activity breakdown across disclosed investments and stages

Total Investments6
Current Portfolio Count4
Total Portfolio Exits1

Top Investment Stages

Seed3 (50.0%)
Series Unknown2 (33.3%)
Series B1 (16.7%)

Stage Mix

Seed 50%Series Unknown 33%Series B 17%

Concentration shown as share of disclosed investments by stage.

Recent Investments

Bespoke Financial logo

Bespoke Financial

Ninjapromo logo

Ninjapromo

AgVend logo

AgVend

VoloAgri Group logo

VoloAgri Group

Direct Flow Medical logo

Direct Flow Medical

Cobalt Technologies logo

Cobalt Technologies

Heartwood Partners - Classification

Also Known As
  • Heartwood Partners, LLC
NAICS
  • 520000Finance and Insurance
  • 523000Securities, Commodity Contracts, and Other Financial Investments and Related Activities
  • 523900Other Financial Investment Activities
  • 523990All Other Financial Investment Activities
  • 523999Miscellaneous Financial Investment Activities
SIC
  • 6700Holding And Other Investment Offices
  • 6720Investment Offices
  • 6722Management Investment Offices, Open-end
Show 5 more industry codes
NAICS
  • 525000Funds, Trusts, and Other Financial Vehicles
  • 523940Portfolio Management and Investment Advice
SIC
  • 6000Depository Institutions
  • 6790Miscellaneous Investing
  • 6799Investors, Not Elsewhere Classified