Have a Business to Refer?

SEND US A DEAL!

Join Our Network

If you’re new to Trivest and interested in introducing us to a company you feel fits our investment criteria, simply join our email list. We’ll keep you posted on news and announcements so you’re always in the know.

Join our Network

Drive an S-Class Mercedes-Benz

We work with business intermediaries, brokers, accountants, lenders, attorneys, independent sponsors, among others, and we offer several unique rewards for introducing us to deals that close.

For introductions to qualifying deals that close to become new platform investments, Trivest will pay you an industry standard buy-side fee plus a 3-year lease on an S-Class Mercedes-Benz.†

Independent Sponsors

 

Since 2018, we’ve closed several platform investments and many add-ons in partnership with independent sponsors, and we’re actively seeking more of these relationships. Our approach is inspired by the core tenets of The Trivest Promise — to remove the pain points that founders and independent sponsors typically experience in a private equity transaction.

We aim to be a value-added capital partner.

Certainty

We have the flexibility to step into an existing signed LOI, and you can expect feedback in a week or less. We have a streamlined process to issue a Letter of Support and an efficient diligence process with many closings in less than 60 days.

Collaboration

Long track record of success with

independent sponsors. Reliable, responsive and highly flexible with competitive economics. We understand alignment and are seeking a winning arrangment for all sides. Partnership focused; driven by mutual respect.

Success

Six-prong “Path to 3x” program proven to drive equity value creation. In-house business development resources to accelerate accretive M&A. Dedicated portfolio support group and best practices team. Active board member program to fill in capability gaps.

“Independently Sponsored” is a recurring interview series covering topics of particular interest to the independent sponsor community, with relevance across private equity. 

Interested in being part of Independently Sponsored?
Have a deal to send us?
Email Tony Hill

1% of Purchase Price + $100,000*

Purchase Price
$40,000,000
Referral Fee
$500,000
Purchase Price
$80,000,000
Referral Fee
$900,000
Purchase Price
$120,000,000
Referral Fee
$1,300,000

Our Investment Criteria

Trivest investments provide founders with more than just capital.
When you partner with us, you receive dollars with benefits.
Does your business fit our investment criteria?

Platform Investments
Add-On Acquisitions
Sectors
  • Value Added Distribution
  • Business Services
  • Residential Services
  • Healthcare
  • Niche Manufacturing
  • Consumer
Strategic fit with existing portfolio company
Location
  • United States & Canada
Varies by portfolio company
Transaction Size
  • $20 million to $250 million
Varies by portfolio company
Target Revenue
  • $50+ million for Recognition
  • $20+ million for Mid-Market and TGIF
  • Fragmented industries for Discovery Fund
Varies by portfolio company
Target EBITDA
  • $15+ million for Recognition
  • $4-15 million for Mid-Market and TGIF
  • $1-4 million for Discovery Fund
Varies by portfolio company
Type
  • Control Investments
  • Growth/Non-Control Investments
Control Investments
Qualitative Criteria
  • Strong management
  • Sustainable competitive advantage
  • Attractive cash flow characteristics
  • Leading market share
  • Strong financial performance
  • Diversified customer base
  • Reasonable growth prospects
  • Little to no existing debt (non-control investments)
  • Expand product lines
  • Diversify/augment customer base
  • Broaden geographic footprint
  • Realize cost savings

Agreements

Completed agreements should be emailed back to your primary contact or Chris Berton (cberton@trivest.com)

NOTE
The Fee Agreement is between Trivest and a deal source (typically an individual).
The Confidentiality Agreement is between Trivest and the company in review for investment.

Confidentiality Agreement
Standard Fee Agreement

† Trivest is not affiliated with Mercedes-Benz. The 3-year lease on a base model S-Class is a supplemental bonus for qualifying transactions. Inquire for details.
* Control investments.

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