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• Founded in 1981; oldest private equity firm in the Southeastern United States• Headquartered in Miami; Regional offices in Chicago, Los Angeles, Philadelphia & Toronto• ~$2 billion in assets under management• 300+ completed transactions; more than $6 billion in aggregate portfolio value• Sector Focus: Business Services, Consumer, Healthcare, Niche Manufacturing, Value-Added Distribution
• Industry-standard buy-side fee: $100,000 + 1% of closing price• Additional bonus: 3-year lease on an S-Class Mercedes-Benz for qualifying transactions
Exclusively focused on the support and growth of founder & family-owned businesses in the middle market.
“PATH TO 3X”TRIVEST TOOL CHEST
CEO CONFERENCE
Proprietary long-term equity value creation strategy Access to shared programs to enhance earningsAnnual event to share best practices
Trivest Partners • (305) 858-2200 • [email protected]
Miami | Chicago | Los Angeles | Philadelphia | Toronto
TRIVEST FUND VI
$630 millionControl Fund
Revenue $20M+EBITDA $4M+
TRIVEST GROWTH INVESTMENT FUND II
$435 millionNon-Control Fund
Revenue $20M+EBITDA $4M+
TRIVEST DISCOVERY FUND
$235 millionControl Fund
Fragmented IndustriesEBITDA $1-4M
Three Dedicated Fund Strategies for Unparalleled Flexibility
How Trivest Adds Value
Refer a Business!
Eliminating Pain Points for Founders
“JUST SAY NO” TO THE FOLLOWING:
Re-TradingRequired Founder RolloverUnfair Capital StructuresEscrows & Indemnifications
Working Capital AdjustmentsFinancing ContingenciesPersonal GuaranteesCash Interest/Principal
Restrictions on GrowthLimitations on DividendsCapital Partners that do not
Add Value
CURRENT PORTFOLIO
Trivest Partners • (305) 858-2200 • [email protected]
Miami | Chicago | Los Angeles | Philadelphia | Toronto
CommercialStaffing
Residential Plumbing &HVAC Services
Automated SpecialtyRetail Kiosks
Water & FireRestoration Services
Philadelphia, PA New York, NY Dallas, TXLouisville, KY
Whole-House EnergyEfficiency Systems
Operational & FinancialSupport Services
Tech-EnabledMedical Records
Physician Wound CarePractice
Litigation/eDiscoveryServices
Mooresville, NC Alpharetta, GAAtlanta, GA Miramar, FLGreensboro, NC
Accounts ReceivableManagement
Enthusiast Supply &Branded Products
Sporting GoodsDistribution
Transportation EngineeringDesign
MetalRecycling
Melville, NY Odessa, TXBaltimore, MD Miami, FL Columbus, MS
EnvironmentalServices
Commercial Generator Sales,Service & Rental
Revenue CycleManagement Solutions
CybersecurityServices
FoodserviceEquipment
Miami, FL Houston, TXOttawa, ON, Canada Coral Gables, FL Tampa, FL
FranchiseeNetwork
Precision MachinedComponents
Managed PrintServices
Demand ResponseServices
Fast LubeOperator
Chicago, IL Nashville, TNSchaumburg, IL White Plains, NY Pleasanton, CA
Education & Financial Advisory Services
Refuse TruckRentals
Restoration/CleaningSupplies & Equipment
DigitalMarketing Services
Commercial TruckService Centers
Tampa, FLChicago, ILTampa, FL Boca Raton, FL Minneapolis, MN
Control Investments
Non-Control Investments
Select Realized Investments
