Heartwood Partners

301 Merritt 7
Norwalk, CT 6851

Website: heartwoodpartners.com

Firm Size

  • Assets Under Management (AUM):$2.3 Billion
  • Number of Funds:19
  • Employees:24
  • Firm Type:Private Equity
  • Focus Areas: Services


Description

Heartwood Partners, LLC is a company based in Norwalk, CT that specializes in providing comprehensive financial planning and investment advisory services. As a registered investment advisor, they work closely with individuals, families, and small businesses to help them achieve their financial goals and secure their financial future. Heartwood Partners takes a personalized approach to financial planning, tailoring their strategies to meet each client's unique circumstances and objectives. They offer a wide range of services, including investment management, retirement planning, estate planning, risk management, tax planning, and educational funding. The firm's team of experienced financial professionals is dedicated to delivering high-quality advice and guidance to their clients. They prioritize building long-term relationships, placing their clients' best interests at the forefront of all their decisions. Furthermore, Heartwood Partners adheres to a fiduciary standard, which means they are legally obligated to act in their clients' best interests, providing transparent and unbiased advice. They avoid conflicts of interest and are committed to maintaining the highest level of integrity and professionalism. Overall, Heartwood Partners, LLC is a reputable financial planning firm in Norwalk, CT, offering a comprehensive range of services to help individuals and businesses navigate the complexities of financial management and achieve their financial objectives.

Latest News

Powered by

Feb 20, 2024: Amlon Adds Scale and Expands Processing Capabilities with the Acquisition of EcoWerks
Heartwood Partners is pleased to announce that The Amlon Group ("Amlon") has acquired EcoWater Industries ("EcoWerks"). Located in Port Arthur, Texas , EcoWerks is an industrial waste-to-value processor that provides wastewater treatment, industrial equipment cleanout services, oil recovery, and other services. Additionally, EcoWerks operates a new permitted non-hazardous treatment, storage, and disposal facility "TSDF" for non-hazardous materials and possesses a variety of permits, including an industrial non-hazardous solid waste permit and Publicly Owned Treatment Works "POTW" pre-treatment permit.

Feb 06, 2024: HEARTWOOD PARTNERS' PORTFOLIO COMPANY SOMAFINA STRENGTHENS NUTRACEUTICAL MANUFACTURING EXPERTISE WITH UST ADD-ON ACQUISITION
 Heartwood Partners is pleased to announce that its portfolio company Somafina ("Somafina" or "the Company") has acquired UST Corporation ("UST"), a contract manufacturer of vitamins, minerals, and supplements based in Layton, Utah . UST offers an end-to-end solution for its customers, ranging from formulation and product development to production and packaging. In addition, with an ISO-certified in-house testing lab, UST is dedicated to the science-based production of the latest supplement types and formats.

Dec 20, 2023: HEARTWOOD PARTNERS EXITS ITS INVESTMENT IN HIGH BAR BRANDS
Heartwood Partners is pleased to announce that on December 19, 2023 , Heartwood Partners Fund III, LP exited its investment in High Bar Brands, LLC ("High Bar", or the "Company") ( www.highbarbrands.com ).

Dec 14, 2023: HEARTWOOD PARTNERS ANNOUNCES PLATFORM INVESTMENT IN BUSH BROTHERS PROVISION CO.
Heartwood Partners ® is pleased to announce that Heartwood Partners IV, LP completed a majority investment in Bush Brothers Provision Co. ("Bush Brothers" or the "Company") on July 7, 2023 .

Sep 26, 2023: HEARTWOOD PARTNERS INVESTS IN SOMAFINA TO SUPPORT GROWTH
Heartwood Partners is pleased to announce the acquisition of Somafina ("Company"), a full-service nutraceutical manufacturer and brand builder dedicated to science-based production of the latest natural supplements. 

Aug 10, 2023: HEARTWOOD PARTNERS' PORTFOLIO COMPANY AMLON GROUP ACCELERATES ITS TRANSFORMATION WITH TWO ADD-ON ACQUISITIONS
Heartwood Partners is pleased to announce that its portfolio company, The Amlon Group ("Amlon" or "the Company"), has made two strategic acquisitions to advance its transformation into a leading provider of environmental solutions to a variety of industries it serves.  The first acquisition is Paragon Southwest Medical Waste ("Paragon"), now called Baytown Medical Waste ("Amlon Baytown"), a medical waste processing company that provides an environmentally sustainable and economical solution that is superior to conventional incineration based in Baytown, Texas . The Paragon transaction closed in June 2023 . The second acquisition is Music City Group ("Music City"), a waste management services company specializing in both hazardous and non-hazardous by-products, co-products, and metal-bearing waste materials based in Nashville, Tennessee . The Music City transaction closed in June 2023 .