Infinedi Partners (Infinedi), a private equity firm focused on founder-owned businesses, has completed an investment in BWG Strategy (BWG), a provider of market intelligence, data and other information to investment management and corporate clients through a subscription-based business model.

Clients use this information to enhance their decision-making processes and to make principal investments.

Bill Williams, Founder and CEO of BWG, says: “Our partnership with Infinedi will allow BWG to accelerate its core mission of offering our clients an ever-expanding portfolio of high-quality primary research and data. In addition, we plan to expand our product, sector and geographic offering in response to inbound inquiry from our client base.”

“We have been impressed with BWG’s consistent growth since inception, driven by its unique information ecosystem that delivers actionable, real-time information to corporations, investment managers and individuals,” said Carter Harned, Partner of Infinedi. “We look forward to working with Bill and the rest of the team to continue their track record of relentless solution innovation and strategic extensions of their content and data footprint.”

Jay Hegenbart, Founder and Managing Partner of Infinedi, says: “Our firm has been able to complete three platform investments since the Covid-19 pandemic began. We are thrilled and humbled by the achievement of this significant milestone and the growth of our independent track record.”

Prior to establishing Infinedi, Hegenbart was Senior Managing Director and Portfolio Manager of Harvest Partners, SCF, which was founded through a partnership between Hegenbart and Harvest Partners. While at Harvest Partners, SCF, he successfully raised and deployed a USD376 million Fund I.

“Many entrepreneurs have approached us to explore partnerships that will allow them to fund growth, achieve liquidity or transcend market or business disruption. We look forward to publicly announcing more investments in the near future that can serve as additional case studies for the types of creative partnerships we offer to founder-owners,” adds Hegenbart.

Hegenbart and Harned have joined the Board of BWG and Jordan Portner from Infinedi also worked on the transaction. Dickinson Wright LLP served as legal counsel to Infinedi and its investment funds and Kane Kessler, PC represented BWG.

This announcement appears as a matter of record only. This does not constitute an offer to sell or a solicitation of an offer to purchase an interest in any current or future Infinedi Partners fund.

Source: Private Equity Wire


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