Heartwood Partners Strategic Approach to a Slowing EconomyEvery business operates in context of the broader economy. When the economy is strong businesses benefit from increasing demand and new…Aug 15, 2022Aug 15, 2022
One Person’s Trash is Another Person’s TreasureA recent Heartwood Partners investment in a waste services and recycling business was fifteen years in the making, starting when we looked…May 24, 2022May 24, 2022
The Expanded Skillsets of the Modern CFOChief Financial Officers (“CFOs”) are responsible for overseeing fiscal and fiduciary responsibilities for an organization, in conjunction…May 24, 2022May 24, 2022
The Importance of Integration in an Add-On Acquisition StrategyA critical element of our strategy as investment partners is to help the companies in our portfolio grow through strategic , add-on…May 24, 2022May 24, 2022
The Role of Succession Planning in a Family or Management-Owned BusinessSuccession planning is one of the most important strategic initiatives that Human Resources can bring to family and management-owned…May 24, 2022May 24, 2022
Supporting Value Creation in Family and Management-Owned BusinessesSimplistically, the equity value of a business is increased when its cash flow stream grows, its outstanding debt is reduced and/or when…Feb 15, 2021Feb 15, 2021
Published inHeartwood PartnersIs Private Equity The Answer?A Question Family and Management Owners are Asking as They Get Closer to SellingAug 21, 2020Aug 21, 2020
Published inHeartwood PartnersWhy Debt Leverage Isn’t All It’s Cracked Up To BeThe Power of Maintaining a Company’s Liquidity and Operating FlexibilityAug 21, 2020Aug 21, 2020
