Infinedi Partners completed its investment in BWG Strategy, which provides market intelligence, data and other information to investment management and corporate clients through a subscription-based model. BWG Strategy represents Infinedi’s third investment since its founding by Jay Hegenbart, former senior managing director with Harvest Partners SCF. Hegenbart will join BWG’s board along with Infinedi partner Carter Harned.
Infinedi Partners, LP (“Infinedi”), a private equity firm focused on long-lasting partnerships with founder-owned businesses, announced today the completion of its third investment.
BWG Strategy, LLC (“BWG” or the “Company”) is a leading 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 remarked, “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 said, “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, Mr. Hegenbart was Senior Managing Director and Portfolio Manager of Harvest Partners, SCF, which was founded through a partnership between Mr. Hegenbart and Harvest Partners, LP. While at Harvest Partners, SCF, he successfully raised and deployed a $376 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,” added Mr. Hegenbart.
Messrs. 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, P.C. 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.
About Infinedi Partners
Infinedi Partners is a private equity firm focused on long-lasting partnerships with founder-owned businesses and financial entrepreneurs. Based in New York, the firm was founded in March 2018 by Jay Hegenbart. Unlike many traditional private equity firms, Infinedi does not require business owners to relinquish control. Additional elements of flexibility include using less financial leverage and having investment durations longer than is typical.
The firm’s approach is solution-based, working with business owners to create tailor-made private equity investments oriented to maximize effectiveness for all stakeholders. Infinedi’s investments have included both control and non-control structures. Its investors include a diverse group of prominent institutions and family offices who also represent many of the world’s largest and most prominent private equity investors. Many of these institutions have known the principals for decades and have benefitted from their successful track record of investing. Infinedi is actively seeking new investment opportunities.
Visit infinedi.com for more information.
Founded in 2013 and headquartered in Cranford, New Jersey, BWG has fundamentally changed the way investment managers and corporations access real-time information to enhance business performance through its unlimited subscription-based content and data architecture. BWG provides much needed transparency by creating access to real-time information and data on sector, company and technology trends. BWG serves more than 100,000 professionals across the world’s leading corporations and investment management firms, including mutual funds, hedge funds, private equity firms and private credit funds, through its Research Forum, Corporate Intelligence Forum, Research Synopses, Insight Report and Due Diligence Report products.