Heartwood Partners®, based in Norwalk, CT, is pleased to announce that Angus Bass and Jack Careccia have joined us as Associates.
As Associates of Heartwood Partners, both Mr. Bass and Mr. Careccia are involved in executing our new investments and the management of our existing investment portfolio of thirteen companies.
Prior to joining Heartwood Partners, Mr. Careccia was an Analyst with Keefe, Bruyette & Woods, an investment bank in New York City focusing on M&A and capital solutions for mid-size financial institutions. Previously he worked at Treasury Partners, a wealth management firm in New York City. Mr. Careccia a Bachelor of Science in Interdisciplinary Mathematics and Economics with a Minor in Political Science from Bucknell University.
Mr. Bass holds a Bachelor of Arts in Economics with a Minor in Business from Cornell University and Mr. Careccia a Bachelor of Science in Interdisciplinary Mathematics and Economics with a Minor in Political Science from Bucknell University.
Heartwood Partners is focused on partnering with family and management-owners. Our approach combines strategic execution with conservative capital structures to support long-term growth, including organic and acquisition-driven expansion into new products, services, and end markets. Please visit the Heartwood Partners website at www.heartwoodpartners.com to review our approach and investment portfolio.
Please contact the following members of the investment team at Heartwood Partners with investment or add-on opportunities: