Investment Summary

Heartwood Partners Invests In Universal Woods

On March 15, 2019, private equity firm Heartwood Partners invested in manufacturer Universal Woods

Investment Highlights
  • This is Heartwood Partners’ 7th transaction in the Manufacturing sector.
  • This is Heartwood Partners’ 21st transaction in the United States.
  • This is Heartwood Partners’ 2nd transaction in Kentucky.

Investment Summary
Date 2019-03-15
Target Universal Woods
Sector Manufacturing
Investor(s) Heartwood Partners
Deal Type Growth Capital
Advisor(s) Bigelow (Financial)

Target

Universal Woods

Louisville, Kentucky, United States
Universal Woods is a brand manufacturer of hard sublimatable products. Through the dye sublimation process, images are infused directly into specially coated materials. Universal Woods products are manufactured in Louisville, KY for worldwide distribution. Universal Woods was founded in 1970 and is based in Louisville, Kentucky.

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Investor(S) 1

Investor

Heartwood Partners

Norwalk, Connecticut, United States

Investor Investor Investor Investor Investor

Category Private Equity Firm
Founded 1982
PE ASSETS 1.6B USD
Size Large
Type Sector Agnostic
DESCRIPTION

Heartwood Partners is a private equity firm focused on partnerships with middle-market companies across the US. The Firm prefers to invest in family owned and managed companies where it can leverage strategic resources for long-term growth. Target companies are typically profitable with $5 to $30 million of EBITDA with up to $400 million in revenue. Sectors of interest include agriculture, automotive, consumer products, distribution, food, industrial services, niche manufacturing, packaging, and chemicals. Heartwood Partners was formed in 1982 and is headquartered in Norwalk, Connecticut.

DEAL STATS #
Overall 21 of 29
Sector (Manufacturing) 7 of 8
Type (Growth Capital) 5 of 11
State (Kentucky) 2 of 2
Country (United States) 21 of 29
Year (2019) 1 of 2
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2018-11-30 Roll-Rite

Alger, Michigan, United States

Roll-Rite LLC designs and manufactures application-specific automated and semi-automated tarping systems, motors, controls and tarps for open body dump trucks, open-top trailer and detachable containers serving the Construction, Agriculture, Waste and Recycling markets. With the recent additions of Automatic Load Covering and Pulltarps manufacturing acquisitions, Roll-Rite has one of the most complete product portfolios available to customers. Roll-Rite systems quickly and reliably contain and protect payloads, create a safer working environment for drivers, and maximize your return-on-investment by increasing revenues and reducing the cost of ownership.

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FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2019-10-22 Allentown

Allentown, New Jersey, United States

Allentown is a provider of critical solutions to the biomedical research community. Allentown's high-quality equipment and advanced vivarium systems continue to define and exceed industry standards. Allentown was founded in 1968 and is based in Allentown, New Jersey.

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