Profile
Annie is the Chief Financial Officer & Chief Compliance Officer of Heartwood Partners.
She possesses an extensive background in accounting, primarily in private equity, and is responsible for fund administration and compliance.
Prior to joining Heartwood Partners, she was a Senior Fund Controller with Greenfield Partners, a real estate private equity firm in Westport, CT.
While at Greenfield, her responsibilities included fund level accounting and reporting, oversight of portfolio company accounting, and assisting the acquisitions and asset management teams with investment-related matters.
Prior to Greenfield, Annie was a Real Estate Accountant at Grove International Partners.
Annie began her career at Deloitte & Touche where she was a Manager in the Assurance and Advisory Services group.
She has a BS degree from the University of Connecticut and is a Certified Public Accountant in Connecticut.
Annie B. Kowal active positions
| Companies | Position | Start |
|---|---|---|
Heartwood Partners, LLC
Heartwood Partners, LLC Investment ManagersFinance Heartwood Partners invests in companies located in the US with an EBITDA of USD 5 - 30 million and revenue of USD 30 - 400 million. The firm targets companies operating in the fields of agriculture, aftermarket auto/truck parts, manufacturing, distribution, food, and consumer services. It provides financing in the form of equity and debt for buyout transactions. The firm acquires control and minority interest and make co-investments. It takes a seat on the board of directors. | Director of Finance/CFO | 2014-12-31 |
Former positions of Annie B. Kowal
| Companies | Position | End |
|---|---|---|
Greenfield Partners LLC
Greenfield Partners LLC Investment ManagersFinance Greenfield Partners invests in real estate companies located in the US. The firm invests directly and in conjunction with operating partners. | Private Equity Analyst | 2015-01-30 |
Deloitte & Touche LLP
Deloitte & Touche LLP Miscellaneous Commercial ServicesCommercial Services Provides auditing, financial advisory and tax consulting services | Corporate Officer/Principal | 2003-10-30 |
Training of Annie B. Kowal
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
Deloitte & Touche LLP
Deloitte & Touche LLP Miscellaneous Commercial ServicesCommercial Services Provides auditing, financial advisory and tax consulting services | Commercial Services |
Heartwood Partners, LLC
Heartwood Partners, LLC Investment ManagersFinance Heartwood Partners invests in companies located in the US with an EBITDA of USD 5 - 30 million and revenue of USD 30 - 400 million. The firm targets companies operating in the fields of agriculture, aftermarket auto/truck parts, manufacturing, distribution, food, and consumer services. It provides financing in the form of equity and debt for buyout transactions. The firm acquires control and minority interest and make co-investments. It takes a seat on the board of directors. | Finance |
Greenfield Partners LLC
Greenfield Partners LLC Investment ManagersFinance Greenfield Partners invests in real estate companies located in the US. The firm invests directly and in conjunction with operating partners. | Finance |
University of Connecticut
University of Connecticut Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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