September 07, 2022

John Willert, to Speak at the September Private Equity Breakfast Series

John Willert, a Managing Director at Heartwood Partners, will be speaking at the Tuesday, September 13th Private Equity Breakfast in Houston, Texas. John will give an overview of the current middle-market transaction environment and walk through a few real-time case studies of Heartwood Partners’ partnerships with private business owners. The Private Equity Breakfast is a premier middle-market networking event series where senior members of leading private equity firms are invited to present their perspectives on the private equity arena. This event will be exclusively for senior-level equity investors, investment bankers, lenders, attorneys, and other financial services professionals.    

Tuesday, September 13th, 2022
7:30 – 9:00 AM

The Junior League of Houston 
1811 Briar Oaks Lane
Houston, TX 77027

Please find more information here.


Please contact the following members of the investment team at Heartwood Partners with investment or add-on opportunities:

John Willert, Managing Director

jwillert@heartwoodpartners.com

John Newman, Principal

jnewman@heartwoodpartners.com

About Heartwood Partners

Heartwood Partners has been dedicated to investing in private companies for over 37 years, developing a well-established track record of supporting management teams to build and grow their companies, both organically and by add-on acquisition. You can learn more about Heartwood Partners at www.heartwoodpartners.com. We are currently investing from a $600 million committed fund, Heartwood Partners Private Equity Income Fund III, LP. In addition, we have access to additional equity capital through co-investment from our limited partners. Our approach is designed for a longer-term investment horizon (our average investment period has been 5-7 years) and to capitalize portfolio businesses conservatively using significantly more equity and less debt than is typical in private equity investments. We do this to strengthen portfolio company balance sheets, create significant operating and bank covenant flexibility and perpetuate a business’ ability to pay a cash yield out of excess cash flow to shareholders and management.