Heartwood Partners
Berat R. has over a decade of experience in financial management and taxation, currently serving as Chief Financial Officer and Chief Compliance Officer at Heartwood Partners since August 2018. Previous roles include Controller and Tax Manager and Fund Controller at the same firm, as well as Senior Fund Accountant at Atlas Holdings LLC and Senior Tax Associate at KPMG. Berat's expertise encompasses corporate and partnership taxation, with a focus on real estate, private equity, REITs, venture capital, and start-ups. Educational qualifications include a Bachelor of Business Administration in Accounting and Finance from Western Connecticut State University, obtained in 2011.
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Heartwood Partners
Heartwood Partners, a middle market private equity firm founded in 1982, is differentiated by a unique lower-leverage, current cash yield approach designed to create partnership with continuing management. Our approach combines a conservative capital structure with strategic execution to support long-term growth, including organic and acquisition-driven expansion into new products, services, and end markets. In addition, we support each management team with our in-house Value Creation Specialists who provide deep, subject-matter expertise in strategic areas such as eCommerce and digital marketing, human capital and organizational design, and IT improvement and acquisition integration. We currently manage over $1.7 billion in investments and commitments, and our principals have invested in more than 100 platform and add-on acquisitions. Heartwood is currently investing from Heartwood Partners IV, LP, and is focused on founder, family and management-held businesses serving the food, agriculture, specialty chemicals, niche manufacturing, packaging, and industrial & consumer services markets. For additional information about Heartwood, please visit www.heartwoodpartners.com.