Heartwood

Co-Founder of Heartwood Partners and Investment Committee member with a background in private equity and mid-to-large cap corporate operations. Previously a Partner at Saugatuck Capital Company and an operations executive at Visionworks and Circuit City.

Co-Founder of Heartwood Partners and Investment Committee member dedicated to private equity. Previously a Partner at Saugatuck Capital Company and Rutledge Capital, and began his career at Brown Brothers Harriman.

Managing Partner and Investment Committee member with experience in private equity and investment banking. Previously an Investment Partner at The Compass Group and analyst at UBS; began his career at Deloitte.

Managing Partner and Investment Committee member with experience in private equity, debt investing, and investment banking. Previously at Prospect Capital and RFE Investment Partners.

Managing Partner and Investment Committee member with a background in private equity and M&A financial diligence. Previously at PwC's Transaction Services group and CFO of FE Clean Energy.

Partner and Chief Operating Officer and Investment Committee member with a background in business operations and strategic consulting. Previously COO at Archway, VP of Operations at Johnson Brothers, and a Director at AlixPartners.

Partner responsible for sourcing and evaluating new investment opportunities. Previously a Principal at Family Capital Growth Partners and VP at de Visscher & Co.

Principal involved in originating and executing new investments and managing portfolio companies. Previously an Analyst at Hancock Capital Management.

Associate who joined in 2023, previously an Analyst at VRA Partners, a boutique investment bank serving middle-market companies and private equity firms.

Associate who joined in 2026, previously an Analyst at Raymond James & Associates supporting industrials transactions.

Managing Director involved in the business strategy and operations of portfolio companies. Previously at Cambridge Capital, Seale & Associates, and Cambridge Associates.

CFO and Chief Compliance Officer who joined in 2018 as a Fund Controller. Previously a Senior Fund Accountant at Atlas Holdings and Senior Associate at KPMG.

Vice President with experience in private equity and investment banking, involved in new investments and portfolio management. Previously at Post Capital Partners and Stifel.

Executive Assistant with a corporate background in investment banking who supports the firm's management team.

Assistant Controller responsible for investment accounting for the funds and co-investment funds. Previously at Odyssey Re and Rockit Solutions.

Vice President who started as an Associate, involved in acquisitions and investments. Previously at The Heritage Group and JMP Securities.

Senior Associate who joined in 2023, previously an Analyst at Lincoln International supporting sell-side transactions.

Managing Director responsible for evaluating new investments and managing portfolio companies. Previously at KPS Capital Partners and Rockwood Equity Partners.

Managing Director who started as Principal, involved in originating and executing new investments. Previously a Director at KeyBanc Capital Markets and roles at Jefferies and Bear Stearns.

Chief Talent Officer supporting recruitment and talent development across the firm and portfolio companies through executive assessments and coaching. Previously at Raines International, Bespoke Partners, and Korn Ferry.

Associate who joined in 2024, previously an Investment Analyst at Hudson Executive Capital and analyst roles at Guggenheim Partners and HSBC.

Senior Associate involved in executing new investments and managing portfolio companies. Previously worked at Bertram Capital Management and William Blair.

Chief Commercial and Marketing Officer managing branding, communications, and digital strategies for the firm and portfolio companies. Previously CMO at Town Sports International and marketing leader at various fashion retailers.

Associate who joined in 2025, previously an Analyst at City Capital Advisors focused on business services, SaaS, and healthcare transactions.

Vice President who joined in 2020 with an investment banking background, involved in executing new investments and managing portfolio companies. Previously at EC Mergers & Acquisitions and Stephens, Inc.

Corporate Controller responsible for accounting of the firm's limited partnerships, LP communications, and due diligence and acquisition processes.