Heath is a Managing Director at Broadview Group where he focuses on direct investments in private companies.
Prior to Broadview Group, Heath was Vice President of Corporate Development at Dot Family Holdings where he focused on control buyouts of middle-market distribution and supply-chain related companies. From 2015-2022, as the first hire into Dot Family Holdings, Heath helped the Tracy Family grow their family office to $2.2 billion in revenue and over $250 million in EBITDA. During this time, Heath led five platform and numerous complementary acquisitions for Dot Family Holdings, while providing board leadership and strategic guidance. Prior to Dot Family Holdings, Heath was a Vice President at Prospect Partners, a Chicago-based lower middle market private equity firm, where he identified and executed both platform and add-on acquisitions and provided board leadership and strategic guidance to numerous lower-middle-market companies. Prior to Prospect Partners, Heath was a management consultant with PricewaterhouseCoopers in Chicago.
Heath received a BSBA in Finance and Marketing from Washington University in St. Louis and earned an MBA from the Kellogg School of Management at Northwestern University.
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