Capital Partners, Inc.

About The Fund

Heartwood Partners, previously known as Capital Partners, Inc., is a private equity firm that emphasizes a unique investment approach characterized by a combination of debt and equity funding. With headquarters at 301 Merritt 7, Norwalk, Connecticut, 06851, United States, and assets under management totaling over $960 million, Heartwood Partners operates with a commitment to growth, durability, and support, underpinned by a foundational integrity. Their investment thesis focuses on providing growth solutions for owner-operated, lower middle-market companies across various industries including Software, Education, BioTech, Business Solutions, Hardware, IoT, CleanTech, AI, and Food & Beverage. The firm specializes in Expansion, Management Buyouts (MBO) / Leveraged Buyouts (LBO), Acquisition, and Recapitalization. They are dedicated to building great industry leaders by partnering with businesses to foster environments for performance through a high-equity, low-debt approach. This enables management teams to pursue growth plans with confidence, aided by Heartwood Partners' substantial operational experience and resources. With a portfolio boasting 29 platform investments and 53 add-on acquisitions since 2005, the firm has a significant track record. They welcome founders, family, and management-held businesses to retain some ownership alongside Heartwood Partners, reflecting their partnership-centric ethos. By conservatively capitalizing businesses and backing management teams with strong track records, they aim to unlock new opportunities and drive meaningful, lasting results. This approach has not only shaped Heartwood Partners into a leading PE firm but has also earned them industry recognition, further solidifying their status as a strong and supportive partner in the private equity landscape.