Episode description

In this episode of Private Equity Spotlight, Sean Mooney, founder and CEO of BluWave, sits down with James Sidwa, Managing Partner at Heartwood Partners. James shares his journey from the roots of entrepreneurship within his family to his pivotal role in private equity. With a rich background that spans across continents and sectors, James brings a unique perspective on investing in family and founder-run businesses in the lower middle market. This conversation delves into the importance of trust, strategic planning, and the transformative power of partnerships in driving business success.

Episode Highlights:

• 1:34 - From Arthur Andersen to the world of private equity.
• 3:14 - The evolution of James' career and the growth of Heartwood Partners.
• 5:07 - Personal insights: Family, scouting, and the joys of sailing and skiing.
• 9:23 - Key traits Heartwood Partners looks for in companies: Trustworthiness and market leadership.
• 15:38 - Value creation strategies: Building on company strengths and addressing common challenges.
• 21:07 - Embracing change and innovation for future success.
• 28:15 - Advice to younger self: Embrace adaptability and seize opportunities that open doors.

For more information about Heartwood Partners, go to https://heartwoodpartners.com/

For more information about James Sidwa, go to https://www.linkedin.com/in/jamessidwa

For more information on BluWave and this podcast, go to https://www.bluwave.net/podcasts