Lily Tapia


Ms. Tapia joined Trivest in 2017. She brings her extensive relationships with business owners throughout North America and a deep knowledge of the private wealth vertical to Trivest to further accelerate an already robust transaction sourcing network at the Firm. Prior to joining Trivest, Ms. Tapia began her career as a Commercial Banking Relationship Manager with Bank of America in the early 1990s. She later joined Merrill Lynch, where over a 17-year career she played a key role as a liaison between the bank’s investment banking and wealth management divisions. Over the last several years, Ms. Tapia has assisted several founder-owned businesses in M&A transactions. Most recently, she was the Chief Development Officer of Laser Spine Institute, a Tampa-based provider of minimally invasive spine surgery. Ms. Tapia is a graduate of the University of Florida and earned her Master in Business Administration degree from Florida International University. She also attended the Graduate School of Banking at University of Virginia.