Heartwood Partners
James J. is a seasoned private equity professional with extensive experience in managing investments across various sectors. Currently at Heartwood Partners since 2022, James focuses on a Connecticut-based firm with over $1.7 billion in assets under management. Prior experience includes a tenure at KPS Capital Partners, a New York firm with approximately $13.4 billion in AUM, and Rockwood Equity Partners, specializing in lower middle market investments in manufacturing and industrial businesses. James began their career in finance at Citi in 2011. Academic credentials include an MBA in Finance and Management from The Wharton School and a Bachelor's degree in Biochemistry and Economics from New York University.
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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.