Fundraising Fox

James Sidwa

Investor

Managing Partner at Heartwood

Norwalk, Connecticut, United States

About

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.

LinkedIn ↗

Experience

  1. Heartwood PartnersManaging Partnercurrent2024 — present
  2. Heartwood PartnersPartner2022 — 2024
  3. Heartwood PartnersManaging Director2018 — 2022
  4. Heartwood PartnersPrincipal, CFO & CCO2016 — 2017
  5. Heartwood PartnersInvestment Professional & CFO2009 — 2015
  6. NativeSeed GroupChairman of the Boardcurrent2022 — present
  7. somafinaChairman of the Boardcurrent2022 — present
  8. Patten Seed Company/Super-SodChairman of the Board2020 — 2026
  9. Sur-Seal, LLC.Chairman of the Board2018 — 2025
  10. VITALSpaceBoard Member2021 — 2024
  11. CMI Limited Co.Chairman of the Board2017 — 2022
  12. Artisant Lane Furniture CollectiveBoard Member2016 — 2020
  13. PricewaterhouseCoopersManager, Transaction Services (M&A Advisory)2004 — 2009New York, New York
  14. FE Clean EnergyInvestment Professional & CFO2002 — 2004Darien, Connecticut
  15. Arthur Andersen (1885 -> 2002) OfficialSenior Associate1999 — 2002New York City Metropolitan Area

Education

  1. University of ConnecticutB.S., Accounting & Finance1995 — 1999

Skills & more

Strategic PlanningNegotiationManagement5Board of DirectorsBoard DevelopmentPrivate Equity35MergersInvestments9Due Diligence24Financial Modeling3Accounting11Mergers & Acquisitions25
+10 moreEquitiesFinanceExecutive ManagmentSmall BusinessCapital RaisingFinancial AnalysisVenture CapitalCorporate FinanceValuationFinancial Reporting
  • Eagle Scout — Scouting America
  • Certified Public Accountant — AICPA

From James's professional profile.

Same school

Also attended University of Connecticut58

Vinnie McSweeneyInvestor at OpenView Venture PartnersAmy ErrettInvestor at True VenturesKevin C. WangPrincipal at .406 VenturesRay UpdykeSVP, Finance, Operations at Alpaca VCGenene MorrisEditorial Director at Red Cell IncubationJinlin WangPartner at Foothill Ventures

+ 52 more

Shared employers

Also worked at Heartwood Partners18

Robert TuckerCo-Founder at HeartwoodJohn WillertInvestor at HeartwoodJohn NewmanInvestor at HeartwoodMark AllsteadtCo-Founder at HeartwoodSaer BrownVice President at HeartwoodBrian ChungVice President at Heartwood

+ 12 more

Also worked at Sur-Seal, LLC.1

Matthew OttenOperations Consultant at Hunniwell Lake Ventures LLC

Also worked at PricewaterhouseCoopers906

David PhuController at Felicis VenturesTianen LiangTax Controller at Felicis VenturesJanet WolpertInvestor at Index VenturesAryo TehranianManaging Director at Mayfair Equity PartnersAne Tolnes HaugdalInvestor at InvestinorEgilInvestor at Investinor

+ 900 more

Also worked at Arthur Andersen (1885 -> 2002) Official4

Daniel HöpfnerCo-Founder and Partner at b10Fernando CastiñeirasManaging Partner at Athos CapitalCharles-Antoine MorandManaging Partner at Karot CapitalCelso GrisiLegal Consultant at Tupix Capital

Colleagues at Heartwood

Adams Robinson
Associate at Heartwood
Aidan Schraff
Associate at Heartwood
Andrea V. Nelson
Managing Director at Heartwood
Berat Rifati
Chief Financial Officer & Chief Compliance Officer at Heartwood
Brian Chung
Vice President at Heartwood
Brian Fitzgerald
Chairman Emeritus at Heartwood
Casey Gordon
Executive Assistant at Heartwood
David Levesque
Assistant Controller at Heartwood