Disposition · Portfolio-company

UW Solutions

Transaction overview

Status: Announced

Reported event date:

Exact closing date not established.

Heartwood Partners reported that Fund III and affiliated entities signed a definitive agreement on September 23, 2024 to sell UW Solutions to Apogee Enterprises. The transaction was valued at $240 million and remained subject to customary closing conditions. The source does not establish completion.

Selected source-supported transactions; coverage is incomplete. Announcements do not establish completion or that a deal is still pending. Sponsor activity and operating-business transactions are distinct from adviser acquisitions. Unclassified activity is excluded from adviser-only counts.

Source evidence

  1. Heartwood Partners Signs Agreement to Sell UW Solutions ↗

    Heartwood Partners · Published Sep 25, 2024

    Heartwood Partners reported that Fund III and affiliated entities signed a definitive agreement on September 23, 2024 to sell UW Solutions to Apogee Enterprises. The transaction was valued at $240 million and remained subject to customary closing conditions. The source does not establish completion.

UW Solutions · RIA Monitor