On September 29th, Heartwood Partners hosted its 2026 Annual Investor Meeting at The Delamar Greenwich Harbor in Greenwich, CT. The meeting brought together our limited partners for an afternoon of updates on the firm and its portfolio, followed by a cocktail reception.
The program included a review of the current market environment, a look at portfolio company performance, and a discussion of the firm’s outlook heading into 2027. Heartwood’s fireside chat paired members of its Value Creation Team with outside experts who support the firm’s portfolio companies. The discussions covered topics including artificial intelligence, growth strategy, and exit planning and execution.
Heartwood extends its sincere thanks to the guest speakers who joined the program: Carlos Cock, CEO of TXG, Heartwood’s newest portfolio company; Pete Futia, CEO of Cohesive Components (fka, Sur-Seal, a former Heartwood portfolio company); Michael Fillios of IT Ally; Loch McCabe of Shepherd Advisors; and Mark Wiskup of Mark Wiskup Communications. Their insights and continued partnership are valued by the entire Heartwood team.
We are grateful to our limited partners for their continued support and look forward to closing out the year on a strong note.
