Investment Summary |
|
|---|---|
| Date | 2019-03-15 |
| Target | UW Solutions |
| Sector | Manufacturing |
| Investor(s) | Heartwood Partners |
| Deal Type | Growth Capital |
| Advisor(s) | Bigelow (Financial) |
SEARCH BY
| Category | Private Equity Firm |
|---|---|
| Founded | 1982 |
| PE ASSETS | 1.6B USD |
| Size | Large |
| Type | Sector Agnostic |
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 32 |
| Sector: Manufacturing M&A | 7 of 9 |
| Type: Growth Capital M&A Deals | 5 of 12 |
| State: Kentucky M&A | 2 of 2 |
| Country: United States M&A | 21 of 32 |
| Year: 2019 M&A | 1 of 2 |
| 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. |
Sell | - |
| 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. |
Buy | - |
