AllPartnersInvestment TeamBusiness DevelopmentGrowth & Support
Administration

Eileen Allen

Vice President, Discovery

Matt Bates

Vice President, BD

Chris Berton

Administration

Ely Burbano

Paralegal

Michelsa Calderon

Vice President, Discovery

Reid Callaway

Administration

Kathy Carroll

Associate, TGIF

Rigby Coleman

Principal, Mid-Market

Brian Connell

Director of BD, Gulf Coast

Robert Crapsey

Director of BD, Midwest

Lori Cunningham

Trivest Family Offices

Mary Jane Dacek

Vice President, PSG

Micah Dawson

Partner, TGIF

Jamie Elias

Partner & General Counsel

Dave Gershman

Partner, Mid-Market & Discovery

Jorge Gross Jr.

Vice President, PSG

Hans Grunwaldt

Vice President, Mid-Market

Frank Hapak

Vice President, BD

Tony Hill

Senior Analyst

Andrea Hinestroza

Vice President, Mid-Market

Greg Irons

Associate, Mid-Market

Kiki Jauregui

COO & Principal

Todd Jerles

Director of BD, West/Mountain

Ed Kim

Vice President, Mid-Market

Stephen Koren

Senior Associate, Mid-Market

Spencer Ledwith

Director of BD, Northeast

Mac Lothrop

Associate, Mid-Market

Cameron Mahdavi

Associate, Mid-Market

Yusuf Mallick

Principal, TGIF

Mario Masrieh

Associate, Mid-Market

Michael Maynard

Principal, TGIF

Amir Mirheydar

Senior Associate, Mid-Market

Patrick Mirski

Director of BD, Canada/PNW

Stephanie Mooney

Senior Associate, Mid-Market

Yonatan Naymark

Jr. Fund Accountant

Rachel Oliva

Director of Marketing

Ryan Parker

Associate, TGIF

Andres Policastro

Principal, TGIF

Arturas Rainys

Principal, Mid-Market

Steve Reynolds

Principal, Mid-Market

Jacob Roche

Chief Financial Officer

Dan Rogan

Associate, Mid-Market

Jake Schmidt

Vice President, TGIF

Jonathan Schonfeld

Controller

Tatyana Shulpina

Associate, Mid-Market

Trace Smith

Director of BD, Southeast

Justin Spears

Director of Operational Support

Mark Steinberg

Associate, Discovery

Rafa Tavares Jr.

Managing Partner

Troy Templeton

Partner, Mid-Market & Discovery

Forest Wester

Partner, Mid-Market & Discovery

Russ Wilson

No Results Found

Administration

Eileen Allen

Eileen joined Trivest in 2000. She is responsible for supporting senior partners and the deal team to keep them organized. She assists with scheduling, travel, expenses, and production. Eileen holds a B.A. in Broadcast Journalism and Marketing from The University of Miami. In her time off, she likes to visit her grandson and attend college football games.

Vice President, Discovery

Matt Bates

Matt joined Trivest in 2020. He is involved in all aspects of the investment process including sourcing, transaction execution, and portfolio company management for Trivest Discovery Fund. Matt has private equity experience across a range of industries including business service, healthcare, insurance, logistics and manufacturing. Prior to joining Trivest, he spent seven years with H.I.G. Capital’s LBO Fund in Miami. Matt began his career at Stephens Inc. where he focused on M&A transactions and private equity investments for Stephens Capital Partners. He received his BS in Finance from the University of Florida, summa cum laude, and MBA from The Kellogg School of Management at Northwestern University.

Vice President, BD

Chris Berton

Chris joined Trivest in 2017. At Trivest, he is responsible for business development, including the origination and evaluation of investment opportunities. Prior to joining Trivest, he spent nine years working at the private equity group H.I.G. Capital with a focus on business development and transaction sourcing for the firm’s various investment funds and strategies. While at H.I.G., he was involved with sourcing and screening middle market transactions across wide range of sectors including chemicals, healthcare, consumer products, media and business services. Chris received his B.A. in Economics from Tufts University and M.B.A. from University of Miami. He is a CFA charterholder.

Administration

Ely Burbano

Ely joined Trivest in 2021. She supports the senior partners and the deal team. She is responsible for managing the schedules, coordinating travel arrangements and communications of key executives. Ely is pursuing a B.A. in Organizational Management from The University of Arizona. She also loves spending time with her two children and enjoys traveling.

Paralegal

Michelsa Calderon

Coming Soon

Vice President, Discovery

Reid Callaway

Reid rejoined Trivest in 2020, having been with the firm from 2015-2018. He is responsible for the analysis of investment opportunities, identification of strategic acquisition targets and monitoring of existing portfolio companies. Prior to rejoining Trivest, Reid worked in venture capital at Basis Set Ventures. He also previously was a private equity Associate at NGP Energy Capital and an investment banking Analyst at Lehman Brothers. Reid received his B.B.A. in Finance and B.A. in the Plan II Honors Program from the University of Texas, and he received his M.B.A. from Stanford University.

Administration

Kathy Carroll

Coming Soon

Associate, TGIF

Rigby Coleman

Rigby joined Trivest in 2021. He is responsible for the analysis of investment opportunities, identification of strategic acquisition targets and monitoring of existing portfolio companies. Prior to joining Trivest, he was a Senior Associate and Comvest Credit Partners where he spent four years screening and executing middle market transactions across a broad range of industries as well as handling portfolio company responsibilities. Previously, Rigby was an Associate at Regions Business Capital. He received his B.A. in Finance from Auburn University.

Principal, Mid-Market

Brian Connell

Brian joined Trivest in 2013. At Trivest, he is responsible for originating investment opportunities, completing acquisitions and working with existing portfolio companies. He has served on the Board of several Trivest portfolio companies including Columbus Recycling, Pelican Water Systems, OnePath Systems, Novatech, IDMWORKS. Prior to joining Trivest, he was an executive at Pensam Capital and The Federated Companies where he completed numerous private equity transactions. Brian also previously worked at Lehman Brothers in investment banking and at General Electric as a member of the Corporate Staff on strategic initiatives across its financial services, plastics, medical systems, energy and aerospace business units. When he is not working alongside founders and their families, Brian can often be found spearfishing in the Bahamas with family and friends or passing a rugby ball. He received his B.S. in Computer Science and Finance from Boston College and M.B.A. from Harvard Business School.

Director of BD, Gulf Coast

Robert Crapsey

Robert joined Trivest in 2020. He is responsible for business development initiatives at the firm, including the origination and evaluation of investment opportunities. Based in Miami, Robert manages Trivest’s deal relationships in Colorado and the Gulf Coast region. Before joining Trivest, he was Relationship Manager at Wells Fargo Bank where he was involved with sourcing, structuring, and executing middle market senior debt transactions. He received his B.S. in finance and in management as well as an M.S. in finance from Florida State University.

Director of BD, Midwest

Lori Cunningham

Lori joined Trivest in 2019 and is responsible for business development initiatives at the firm which include the sourcing, origination and evaluation of investment opportunities. Lori operates primarily in Chicago and the American Midwest, managing Trivest’s deal relationships in the region. Previously, Lori was responsible for sourcing and origination as Vice President of Pfingsten Partners; Director of Origination, Akoya Capital Partners; Principal, Richard Vander Kaay & Associates and Founder of Colwyn Capital Partners. She received her BS from the University of Illinois, Champaign/Urbana and her MA from The University of Chicago.

Trivest Family Offices

Mary Jane Dacek

Mary Jane joined Trivest in 2019. Her background includes nearly two decades of experience helping families navigate the complexities and opportunities of significant wealth. Mary Jane came from SunTrust Private Wealth, where she served as Vice President and Client Advisor in Miami. In this capacity, she delivered customized solutions and provided strategic advice to ultra-high net worth families. Prior to joining Trivest, she spent over 10 years with Citigroup and HSBC where she held various roles in the Private Wealth and Corporate divisions in both Miami and New York. She also spent several years working at entrepreneurial companies in the travel and manufacturing industries. She holds a B.S. from Nova Southeastern University and an M.B.A. in International Business from the University of Miami.

Vice President, PSG

Micah Dawson

Micah joined Trivest in 2018 to lead the Portfolio Support Group. In this role, he drives value creation for Trivest’s portfolio companies using the proprietary Path to 3x system. Prior to joining Trivest, Micah held several senior operating roles at Tru-Flex, a portfolio company of HBM Holdings, where he also worked in the Strategy and Corporate Development Group. He received a JD/MBA from the University of Virginia and a B.Arch from the University of Miami.

Partner, TGIF

Jamie Elias

Jamie leads the firm’s non-control investment strategies through the Trivest Growth Investment Fund. He joined Trivest in 1997 and is involved in all aspects of the firm, including the origination of investment opportunities, completing acquisitions, portfolio oversight and firm management. In addition, Jamie manages transaction execution at Trivest. He is a member of Trivest’s Investment Committee and serves as a Chairman or Board Member of numerous Trivest companies including GetixHealth and Northfield Industries. Prior to joining Trivest, Jamie served as a senior accountant in the Audit and Business Advisory Group of PwC, Miami. He received his B.S., magna cum laude, from Boston College and his M.B.A. from Harvard Business School.

Partner & General Counsel

Dave Gershman

Dave joined Trivest in 2002. As the Firm’s General Counsel and Chief Compliance Officer, he provides transactional services and comprehensive legal oversight to the portfolio companies and assists in the transaction processes at Trivest. He is a member of Trivest’s Investment Committee and has served as a Chairman or Board Member of numerous Trivest companies including GAL Power Systems and Pelican Water Systems. Prior to joining Trivest, Dave was in-house M&A Counsel at Automatic Data Processing, Inc. (ADP) and practiced law in the New York office of Morgan Lewis, where he focused on representing private equity firms. He earned his B.A., cum laude, from Union College, his J.D. from New York University School of Law and is a member of the bar in New York and Florida.

Dave is currently the Chairman-Elect for ACG Global.

Partner, Mid-Market & Discovery

Jorge Gross Jr.

Jorge co-leads the firm’s control stake investment funds, including the Discovery and Mid-Market funds. He joined Trivest in 2006 and is involved in all aspects of the firm, including the origination of investment opportunities, completing acquisitions, portfolio oversight and firm management. In addition, Jorge manages Trivest’s relationships with the lending community. He is a member of Trivest’s Investment Committee and serves as Chairman or Board Member of numerous Trivest portfolio companies including ASA Safety Supply, BCC Engineering, GAL/Total Power, GetixHealth, Innovative Foodservice Group, PCRK, Novatech and NuEnergen. Prior to joining Trivest, Jorge spent three years at Credit Suisse First Boston where he evaluated and executed long-term, value-oriented investments in publicly traded companies for private clients. He received his B.A. in Economics from Columbia University and M.B.A., with honors, from The Wharton School of the University of Pennsylvania.

Jorge was born and raised in Miami, where he currently lives with his wife and two kids, and you can usually find him on the mountain bike trails or road cycling on weekends.

Vice President, PSG

Hans Grunwaldt

Hans joined Trivest in 2019 as a Vice President in its Portfolio Support group, helping to drive value creation for portfolio companies by leveraging Trivest’s Path to 3x strategies. He brings extensive finance and global operations expertise honed across multiple roles within Miami-based Restaurant Brands International, Inc., the parent company of Burger King, Tim Hortons and Popeyes Louisiana Kitchen. Hans received an MBA from Northwestern University and a BS/MS in Industrial Engineering from the University of Miami.

Vice President, Mid-Market

Frank Hapak

Frank joined Trivest in 2018. He is responsible for the analysis of investment opportunities, identification of strategic acquisition targets and monitoring of existing portfolio companies. Prior to joining Trivest, he worked for Express Oil Change & Tire Engineers, a former portfolio company of Carousel Capital, a Charlotte-based private equity firm focused on business services, consumer services and healthcare investments. Prior to Express Oil, Frank was an Associate at Carousel Capital where he spent two years screening and executing middle market transactions across a wide range of industries in the Southeastern U.S. as well as handling portfolio company responsibilities. Prior to joining Carousel Capital, he was an Analyst in the Mergers & Acquisitions group of Piper Jaffray & Co. Frank received his B.B.A. from Emory University’s Goizueta Business School.

Vice President, BD

Tony Hill

Tony joined Trivest in 2019. In addition to co-leading the firm’s Business Development team, Tony spearheads a number of strategic initiatives, such as its retained buy-side search program and independent sponsor initiative, among others. Prior to joining Trivest, Tony cofounded two technology companies. One of them, Dealnexus, was acquired by Intralinks and grew into the largest online deal sourcing network for mid-market M&A professionals in the world. Before launching Dealnexus, Tony was a Vice President of investment banking at Cross Keys Capital. He also previously worked at Siemens AG in Germany. Tony received his B.S. in Finance, as well as his M.B.A., from the University of Florida.

Senior Analyst

Andrea Hinestroza

Andrea joined Trivest in 2021. She is responsible for the analysis of investment opportunities, identification of strategic acquisition targets and monitoring of existing portfolio companies. Prior to joining Trivest, Andrea was an Investment Banking Analyst at RBC Capital Markets in the Mergers & Acquisitions Group. She received her B.S. in Finance from Florida International University.

Vice President, Mid-Market

Greg Irons

Greg joined Trivest in 2021. He is responsible for the analysis of investment opportunities, identification of strategic acquisition targets and monitoring of existing portfolio companies. Prior to joining Trivest, Greg was a Vice President at Geneva Glen Capital, a Chicago-based private equity firm focused on lower middle-market investments in healthcare, business services, consumer, and industrials sectors. Prior to Geneva Glen, he was an Associate at Harbert Private Equity Partners, the private equity strategy of the Harbert family office. He began his career at SunTrust Robinson Humphrey as an Analyst where he advised on M&A and capital raise transactions. Greg received his B.B.A. from Emory University’s Goizueta Business School.

Associate, Mid-Market

Kiki Jauregui

Kiki re-joined Trivest in 2021, having previously been with the firm from 2015-2019 as a Director of Business Development. He is responsible for the analysis of investment opportunities, identification of strategic acquisition targets and monitoring of existing portfolio companies. Prior to rejoining Trivest, Kiki was an Associate at Fifth Third Securities in the Financial Sponsors investment banking group. He received his B.S. in finance and accounting information systems from Boston College.

COO & Principal

Todd Jerles

Todd joined Trivest in 2008. He leads numerous activities including the management of Trivest’s accounting and finance departments, robust deal marketing programs, fundraising activities and annual initiatives including Trivest’s Investor and CEO Conferences. In addition, he is responsible for identifying strategic acquisition targets, evaluating investment opportunities, deal execution and portfolio company management. Todd currently serves on the Board of Directors of Northfield Industries and NuEnergen and works closely with IDMWORKS. Prior to joining Trivest, he was a member of the healthcare investment banking groups of Lehman Brothers and LEERINK Partners in New York. He received his B.A. in Economics, Phi Beta Kappa, from Indiana University and M.B.A. from The Wharton School of the University of Pennsylvania.

Director of BD, West/Mountain

Ed Kim

Ed joined Trivest in 2019. He is responsible for business development initiatives at the firm which includes the sourcing, origination and evaluation of investment opportunities. He operates primarily in California and the West region, managing Trivest’s deal relationships in that geography. Previously, Ed was with Harvey & Company LLC, a buy-side M&A advisory and principal investment firm located in Southern California. He has spent over 15 years originating and evaluating M&A investment opportunities in healthcare, business service and niche manufacturing industries primarily in the middle to lower-middle market size range. Ed received a dual Economics and International Relations B.A. from the University of Southern California and his M.B.A. also from the University of Southern California.

Vice President, Mid-Market

Stephen Koren

Stephen joined Trivest in 2021. He is responsible for analysis of investment opportunities, identification of strategic acquisition targets, and working with existing portfolio companies. Prior to joining Trivest, Stephen was the CFO of Inspire, a clean energy company; and was an executive at startup and growth stage businesses including Ladder and Harry’s. Prior to his operating experience, Stephen worked at Charlesbank Capital Partners, where he focused on private equity transactions in consumer, energy, and industrials; and as a management consultant with Bain & Company. He received his A.B. in Environmental Science and Public Policy from Harvard University.

Senior Associate, Mid-Market

Spencer Ledwith

Spencer joined Trivest in 2019. He is responsible for the analysis of investment opportunities, identification of strategic acquisition targets and monitoring of existing portfolio companies within the Firm’s buyout investment strategies, the Trivest Mid-Market Funds. Prior to joining Trivest, he was an Analyst at Raymond James in the Consumer & Retail investment banking group. Spencer received his B.B.A. in finance from Southern Methodist University. He is a CFA charterholder.

Director of BD, Northeast

Mac Lothrop

Mac joined Trivest in 2019. He is responsible for business development initiatives at the firm, including the origination and evaluation of investment opportunities. He operates primarily in Philadelphia and the Northeast region, managing Trivest’s deal relationships in that geography. Previously, Mac was with TruSight LLC, a buy-side M&A advisory firm located in Philadelphia. He received his B.S. in Economics from Clemson University.

Associate, Mid-Market

Cameron Mahdavi

Cameron joined Trivest in 2020. He is responsible for the analysis of investment opportunities, identification of strategic acquisition targets and monitoring of existing portfolio companies. Prior to joining Trivest, he was an Analyst at Raymond James in the Diversified Industrials investment banking group. Cameron received his B.B.A. in Finance and Entrepreneurship from the University of Miami.

Associate, Mid-Market

Yusuf Mallick

Coming Soon

Principal, TGIF

Mario Masrieh

Mario joined Trivest in 2019. He is responsible for the analysis of investment opportunities, identification of strategic acquisition targets and monitoring of existing portfolio companies in the firm’s non-control investment strategy. Prior to joining Trivest, he was a private equity Vice President at Gridiron Capital, where he spent three years partnering with consumer, services and industrial companies. Mario was an Analyst at Morgan Stanley in the global consumer and retail team. He received his B.B.A., Honors Program in Accounting and Finance from Villanova University’s School of Business, magna cum laude, and his M.B.A. from Columbia University.

Associate, Mid-Market

Michael Maynard

Michael joined Trivest in 2013. He is responsible for the analysis of investment opportunities, identification of strategic acquisition targets and monitoring of existing portfolio companies. After completing a year-long internship, he joined the firm as a full-time Analyst where he assisted the deal team with an array of activities including analysis of investment opportunities, research, marketing and other company-wide initiatives. He received his B.A. in Finance from the University of Miami.

Principal, TGIF

Amir Mirheydar

Amir joined Trivest in 2014. He is responsible for the analysis of investment opportunities, identification of strategic acquisition targets and monitoring of existing portfolio companies within Trivest’s non-control investment strategy. Amir was a Senior Associate at Sun Capital Partners where he spent nearly five years screening and executing middle market transactions across a wide range of industries as well as handling portfolio company responsibilities. Prior to Sun Capital, he was a Senior Analyst at Brown Gibbons Lang & Co., where he focused on mergers & acquisitions, refinancings and restructuring transactions. Amir received a Bachelor of Science degree in Industrial Engineering and Management Sciences from Northwestern University. He is a CFA charterholder.

Senior Associate, Mid-Market

Patrick Mirski

Patrick joined Trivest in 2019. He is responsible for the analysis of investment opportunities, identification of strategic acquisition targets and monitoring of existing portfolio companies. Prior to joining Trivest, Patrick was an Associate at Sterling Partners where he spent two years screening and executing middle market transactions across a wide range of industries, as well as handling portfolio company responsibilities. Prior to joining Sterling, he was an Analyst in the Mergers & Acquisitions Group at Lincoln International. He received his B.S. and M.A.S. in Accountancy from the University of Illinois.

Director of BD, Canada/PNW

Stephanie Mooney

Stephanie joined Trivest in 2020 and is responsible for originating and analyzing acquisition opportunities. Based in Toronto, she manages Trivest’s deal relationships across Canada and the Pacific Northwest. Prior to Trivest, Stephanie was a Director with the Canadian Imperial Bank of Commerce (CIBC) responsible for originating and managing lending relationships with privately held middle market companies while leading a team of account managers. Stephanie holds an Honours Bachelor of Commerce Degree from McMaster University. She is a member of the Association for Corporate Growth (ACG) Toronto Chapter’s Deal Source Committee and actively participates in Opus Connect, Exponent Women, and various other networking groups. She is involved with a number of charitable organizations including Gilda’s Club Greater Toronto where she’s been a Board Member since 2019. Outside of work Stephanie enjoys spending time at the cottage, sinking birdie putts, cheering for her favourite hockey teams and has yet to meet a dog she didn’t love.

Senior Associate, Mid-Market

Yonatan Naymark

Yonatan joined Trivest in 2021. He is involved in all aspects of the investment process including sourcing, transaction execution and portfolio company management. Prior to joining Trivest, Yonatan was an associate at Roark Capital Group where he spent two years evaluating and executing transactions across the consumer and business services sectors as well as handling portfolio company responsibilities. Before his time at Roark Capital Group, Yonatan was an investment director at CVC Credit Partners. He began his career as an investment banking analyst in the Mergers & Acquisitions Group at Jefferies after receiving his B.S. and M.S. in Finance from the University of Florida.

Jr. Fund Accountant

Rachel Oliva

Coming Soon

Director of Marketing

Ryan Parker

Ryan joined Trivest in 2019 as its first Director of Marketing. He leads the integration of systems and processes to modernize firm communications, elevate the design aesthetic, and improve overall marketing efficiency at the firm level and across our portfolio. Ryan has extensive experience leading creative production and brand development initiatives within the real estate, technology and sports industries. Prior to joining Trivest, Ryan held multiple roles in brand marketing, including Group Creative Director of CAA’s golf division, a leading sponsorship consulting agency with clients including Bose, CDW, Farmers Insurance, Zurich and the PGA Tour. He holds a BA summa cum laude in Economic Geography and an MS in Real Estate, both from the University of Florida.

Ryan lives in South Miami with his family, and he can often be found holding a golf club or a camera.

Associate, TGIF

Andres Policastro

Andres joined Trivest in 2020. He is responsible for the analysis of investment opportunities, identification of strategic acquisition targets and monitoring of existing portfolio companies within TGIF, Trivest’s non-control investment strategy. Prior to joining Trivest, Andres was an Associate at Comvest Partners where he spent two years providing debt and equity financing solutions to middle market businesses. Previously, he was an Analyst at Regions Bank in Leveraged Finance. He received his B.S. in Engineering Science from Vanderbilt University.

Principal, TGIF

Arturas Rainys

Arturas joined Trivest in 2017. He is responsible for the analysis of investment opportunities, identification of strategic acquisition targets and monitoring of existing portfolio companies within TGIF, Trivest’s non-control investment strategy. Prior to joining Trivest, he was a CFO at Blazent, Inc. Prior to Blazent, Arturas held numerous roles, including Vice President of Finance and Vice President of Corporate Development at DEI Holdings, Inc. where he completed multiple middle market M&A transactions and led various business development initiatives. He received his B.B.A. from Kaunas University of Technology and M.B.A., with honors, from The Wharton School of the University of Pennsylvania.

Principal, Mid-Market

Steve Reynolds

Steve joined Trivest in 2011. He is responsible for the analysis of investment opportunities, identification of strategic acquisition targets and monitoring of existing portfolio companies. He has served on the Board of several current and former portfolio companies, including PeopleShare, PCRK Group, Envirowaste, Oil Changers, PPR, and Advanced Discovery. Steve was an Associate in Robert W. Baird & Co.’s Consumer Investment Banking group. During his three years at Baird, he participated in numerous assignments for private equity and public clients including buy/sell side acquisitions, restructurings and IPOs. Steve also spent two years as an Analyst at Houlihan Lokey Howard & Zukin. He received his B.B.A. in Accounting with a second major in Theology from the University of Notre Dame.

Principal, Mid-Market

Jacob Roche

Jacob joined Trivest in 2015. He is responsible for the analysis of investment opportunities, identification of strategic acquisition targets and monitoring of existing portfolio companies. Prior to joining Trivest, he was an Associate at Sentinel Capital Partners, where he spent two years screening and executing middle market transactions across a wide range of industries as well as handling portfolio company responsibilities. Prior to joining Sentinel, Jacob was an Analyst at SunTrust Robinson Humphrey in the industrials investment banking group. He received his B.B.A. from Emory University’s Goizueta Business School and M.B.A. from Columbia Business School.

Chief Financial Officer

Dan Rogan

Dan joined Trivest in 2014. He is responsible for overseeing the financial, tax and reporting requirements of Trivest and its private limited partnerships. Prior to joining Trivest, he worked at L Catterton, a $28.0B consumer private equity firm based in Greenwich, CT. In addition, he spent two years as a senior consultant at Deloitte Tax LLP. Dan received his B.S. in Accounting and Finance from Fairfield University, and his M.S. in Accounting from Fairfield University.

Dan lives in Miami Beach with his wife and twin boys.

Associate, Mid-Market

Jake Schmidt

Jake joined Trivest in 2021. He is responsible for the analysis of investment opportunities, identification of strategic acquisition targets and monitoring of existing portfolio companies in the Trivest Mid-Market Fund. Prior to joining Trivest, Jake was an Analyst at BlackArch Partners where he spent two years executing middle market transactions across various industries. He received his B.S. in Business Administration from the University of North Carolina’s Kenan-Flagler Business School.

Vice President, TGIF

Jonathan Schonfeld

Jonathan joined Trivest in 2019. He is responsible for the analysis of investment opportunities, identification of strategic acquisition targets and monitoring of existing portfolio companies within TGIF, the firm’s non-control investment strategy. Prior to joining Trivest, he was an Associate at Hale Capital Partners where he spent two years screening and executing technology transactions. Previously, Jonathan was an Analyst in the Media and Communications Group at Jefferies. He received his B.S. and M.A. in International Business from the University of Florida.

Controller

Tatyana Shulpina

Tatyana joined Trivest in 2018 and is responsible for the finance, accounting, and tax reporting of Trivest’s various funds. Prior to joining Trivest, she worked as an assistant manager at HIG Capital, a $44B global private equity investment firm based in Miami, FL. Tatyana has over 15 years of experience serving private equity funds, hedge funds, broker dealers and family offices. Originally from Russia, Tatyana graduated from Nizhny Novgorod State Technical University where she received her bachelor’s degree in Economics with honors.

Tatyana lives in Sunny Isles Beach with her husband and two children. She loves traveling, cooking and yoga on the beach.

Associate, Mid-Market

Trace Smith

Trace joined Trivest in 2020. He is responsible for the analysis of investment opportunities, identification of strategic acquisition targets and monitoring of existing portfolio companies. Prior to joining Trivest, he was an Investment Banking Analyst at Houlihan Lokey. Previously, Trace worked at Incentrum Group, a Morgan Stanley spinout focused on strategic M&A advisory for corporate clients. Before launching his finance career, Trace competed as a ski racer at the Olympic and World Cup levels. He received his B.A. in Economics from Dartmouth College.

Director of BD, Southeast

Justin Spears

Justin joined Trivest in 2019. He is responsible for business development initiatives at the firm, including the origination and evaluation of investment opportunities. Based in Charlotte, Justin manages Trivest’s deal relationships in the Southeast region. Prior to joining Trivest, he was an Associate at Fifth Third Bank where he was involved with sourcing, screening and executing middle market senior debt transactions. Justin received his B.S. in Finance from Florida State University.

Director of Operational Support

Mark Steinberg

Mark joined Trivest’s Portfolio Support Group in 2021. In his role, Mark helps drive value across the Trivest portfolio by leading company whiteboarding exercises with other PSG and Deal team members; he serves as an advisor to portfolio companies to support and in most cases execute initiatives, delivering on their committed value; Mark engages in special portfolio company projects in areas like pricing, inventory reduction, supplier negotiation, and logistics optimization. Additionally, he authors operational excellence guides and playbooks that can be leveraged across the portfolio. Mark received his B.S. in Marketing and Business Management from Stockton University.

Associate, Discovery

Rafa Tavares Jr.

Rafa joined Trivest in 2020. He is responsible for the analysis of investment opportunities, identification of strategic acquisition targets and monitoring of existing portfolio companies within Trivest Discovery Fund. Prior to joining Trivest, Rafa was an Analyst at RBC Capital Markets in the Industrial & Diversified Services Group. He received his B.S. in Finance from the University of Florida.

Managing Partner

Troy Templeton

Troy joined Trivest in 1989 and as managing partner leads resource allocation, portfolio oversight, limited partner relations and overall firm administration. Over his tenure at Trivest, he has led the origination, structuring and financing of more than 50 acquisitions and exits. In addition, Troy created many of the Trivest’s key differentiators and plays an active role in Trivest’s unique marketing programs. He is a member of Trivest’s Investment Committee and has served as Chairman or Board Member of numerous Trivest companies including Columbus Recycling, National Auto Care, Northfield Industries and Pelican Water Systems. Outside the firm, he is on the board of Junior Achievement Miami and enjoys spending time on the water with his family. Prior to joining Trivest, Troy spent six years serving in various capacities with Southeast Bank, N.A. in Miami. He received his B.B.A., magna cum laude, and M.B.A. from Stetson University.

Partner, Mid-Market & Discovery

Forest Wester

Forest co-leads the firm’s control stake investment funds, including the Discovery and Mid-Market funds. Forest joined Trivest in 2005 and is involved in all aspects of the firm, including the origination of investment opportunities, completing acquisitions, portfolio oversight and firm management. He is a member of Trivest’s Investment Committee and has served as Chairman of numerous Trivest companies including Advanced Discovery, Affinity Waste Solutions, Bluegrass Orthopedics, Dry Force, Oil Changers, Onepath Systems and Turnpoint Services. Prior to joining Trivest, Forest worked in the private equity division at Lehman Brothers in New York. He received his undergraduate degree from Dartmouth College and MBA from Harvard Business School.

Partner, Mid-Market & Discovery

Russ Wilson

Russ co-leads the firm’s control stake investment funds, including the Discovery and Mid-Market funds. He joined Trivest in 2006 and is involved in all aspects of the firm including the origination of investment opportunities, completing acquisitions, portfolio oversight and firm management. In addition, Russ manages Trivest’s firm-wide deal sourcing programs. He is a member of Trivest’s Investment Committee and has served as Chairman or Board Member of numerous Trivest companies including Fortress Brand, Athletic Supply, Envirowaste Services Group, National Carwash Solutions, Take 5 Oil Change, and Pelican Water Systems. Prior to joining Trivest, Russ served as an Associate at PNC Equity Management and an investment banking Analyst at Raymond James. He received his B.A., with honors, from Eckerd College.

Trivest Advisors
Tim Clark
Business Development

Tim Clark

Bryheem Clayton
Business Development

Bryheem Clayton

Tim Templeton
Business Development

Tim Templeton

Chip Vandenberg
Senior Advisor

Chip Vandenberg

Business Development

Tim Clark

Tim has over 25 years of experience in M&A transaction origination/execution/financing and principal investing across a wide range of industries. Prior to joining Hall Capital, Tim was Managing Director for over nine years at Gridiron Capital, a middle-market private equity firm. Throughout his career in investment banking with Morgan Stanley, Bankers Trust and UBS in New York and London, Tim executed advisory and financing transactions totaling over $15 billion. At Trivest, he serves as an active board member of ASB Sports.

Tim played professional baseball in the Cincinnati Reds organization. He graduated from the University of Missouri with a B.A. in economics and played varsity football and baseball. He received his M.A. from Washington University in St. Louis and is a graduate of the Advanced Management Program at the Kellogg School of Management at Northwestern University.

Business Development

Bryheem Clayton

Coming Soon

Business Development

Tim Templeton

Tim joined Trivest Partners in 2019, where he advises on and supports the firm’s business development efforts throughout the Southeast. Prior to joining Trivest, he led business development at one of the fastest-growing construction companies in the Southeast for 18 years. Tim started his career in the public sector as a campaign manager for numerous statewide cabinet races, as well as an advisor to two Florida cabinet members on policy issues for state agencies overseen by the Governor and Cabinet. He received his B.S. from the University of Florida and lives in Tallahassee, FL, with his wife, two sons and daughter. Tim is an avid rucker, participating in endurance events lasting six to 24 hours, and has served on the Board for the Florida Sheriffs Youth Ranches since 2006.

Senior Advisor

Chip Vandenberg

Chip is a retired Trivest Partner who joined the Firm in 1987. He currently serves as a Senior Advisor. In this role he provides strategic advice to several Trivest companies and helps with the Firm’s investment sourcing efforts. Prior to Trivest, Chip spent 10 years with KPMG in New York and Miami. He is a certified public accountant (inactive) and received his B.A. in accounting from William Paterson University.

Portfolio Board Members
Colin Abraham
Board Member

Colin Abraham

Chris Anderson
Fortress Brand, REDCON1

Chris Anderson

Ben Balsley
AGA, ASA, Dry Force

Ben Balsley

Maury Bell
PMG

Maury Bell

Dwight Cooper
Family First Homecare, BGO

Dwight Cooper

Bob Corkern
Novatech

Bob Corkern

Bob Filek
IFSG

Bob Filek

Marc Graham
EPIKA Fleet Services

Marc Graham

Jim Hammel
Big Truck Rental

Jim Hammel

Aaron Jackson
IPM Foods

Aaron Jackson

Todd Johnson
Novatech

Todd Johnson

Gavin Kerr
PeopleShare

Gavin Kerr

Wendy Libby
IFSG

Wendy Libby

Jim Long
Brothers Paving

Jim Long

Kristi Mailloux
PCRK/Massage Envy, Quatrro

Kristi Mailloux

Andy Mason
ScanSTAT

Andy Mason

Jim Minarik
Columbus Recycling, EWSG

Jim Minarik

Todd Recknagel
PCRK/Massage Envy, Quatrro

Todd Recknagel

Iain Whyte
Board Member

Iain Whyte

Tim Clark
Business Development

Tim Clark

Board Member

Colin Abraham

Coming Soon

Fortress Brand, REDCON1

Chris Anderson

Coming Soon

AGA, ASA, Dry Force

Ben Balsley

Coming Soon

PMG

Maury Bell

Maury Bell serves as a Managing Director of Mazzone & Associates. He focuses on industrial transactions, primarily in the printing, packaging and manufacturing space. Maury has extensive experience across investment banking and private equity and has held several board member seats.

Family First Homecare, BGO

Dwight Cooper

Coming Soon

Novatech

Bob Corkern

Bob has retired from both Xerox (Global Imaging Systems) and the United State Naval Service. He has a strong business background in managing large scale financials, driving productivity and efficiency, coaching, and developing individuals, contributing to the growth and success of energetic and forward seeking organization.

IFSG

Bob Filek

Coming Soon

EPIKA Fleet Services

Marc Graham

Coming Soon

Big Truck Rental

Jim Hammel

Coming Soon

IPM Foods

Aaron Jackson

Aaron Jackson serves as CEO of a leading food ingredients/agriculture-technology business, NorQuin. Previous to NorQuin, Jackson partnered with Trivest and was President & CEO of Wise Company, Inc. He led the company through rapid expansion, driving the company to a leading position in the category and a successful exit in 2016. Jackson has two decades of experience in the consumer products and food ingredient categories and has transformed business into category leading brands. He has also held several leadership positions at Post Consumer Brands and Tyson Foods and is an active board member of IPM Foods & AgroAmerica.

Novatech

Todd Johnson

Todd Johnson joined Strategic Business Associates as a Partner in 2010. For 13 years prior, he held various positions with Global Imaging Systems, Inc., ending with Senior Vice President – Acquisitions, before and after it was acquired by Xerox. He was involved in all 80+ acquisitions made during his tenure there. Prior to Global, Todd worked as an industry consultant. Before that, Todd was a US Marine Corps Officer.

PeopleShare

Gavin Kerr

Coming Soon

IFSG

Wendy Libby

Coming Soon

Brothers Paving

Jim Long

Coming Soon

PCRK/Massage Envy, Quatrro

Kristi Mailloux

Through Kristi’s roles in various industries, she has developed a broad spectrum of capabilities including successful departmental leadership, marketing and operations. Her skills include effective hands-on implementation in portfolio companies as well as advisement in outside company consulting roles. Her positions included president of 1-800-DryClean, one of the fastest growing dry-cleaning franchise brands in the county, president of Molly Maid, the second largest maid service franchises in the country which experienced the highest dollar growth under her leadership, chief marketing officer at AM Conservation Group, the largest energy efficiency company serving utilities in the country, and chief operating officer for one of the largest multi-unit operators in the number one brand for the massage industry, Massage Envy. Kristi is a University of Michigan graduate.

ScanSTAT

Andy Mason

Andy is a Partner and Co-founder of Palmares Capital Partners, an investment firm that makes non-control investments in middle market companies. Prior to founding Palmares Capital Partners, Andy was a Managing Director and a co-founder of advisory services to middle market companies and private equity firms. Prior to founding VRA Partners, Andy was a Managing Director, Co-Head of the Private Markets Group and a senior member of the Mergers & Acquisitions Group of The Robinson-Humphrey Company and its successor, SunTrust Robinson Humphrey. Andy’s responsibilities included the management of merger & acquisition and private placement assignments as well as managing the firm’s activities with all sources of private capital. Andy was also a member of the Investment Committee of SunTrust Equity Partners, the private equity vehicle for SunTrust Bank. Prior to SunTrust Robinson Humphrey, Andy worked in the private equity industry as a professional with River Capital, Inc. and Trivest, Inc. (private equity firms focused on the acquisition of middle market companies) where he was responsible for sourcing, structuring, closing and managing control equity investments. Andy began his career in corporate finance with GE Capital, Corporate Finance Group, where he was engaged in financing, and investing in, leveraged transactions. Andy received a B.S. degree in Accounting from Auburn University and an MBA from Emory University.

Columbus Recycling, EWSG

Jim Minarik

Coming Soon

PCRK/Massage Envy, Quatrro

Todd Recknagel

Coming Soon

Board Member

Iain Whyte

Iain joined Trivest in 2014 when he was appointed the Chief Executive Officer of Pelican Water Systems. During his successful tenure with Pelican, he led the growth of the Company and the successful sale of the business to Pentair PLC in 2019 (Buyouts Small Market Deal of the Year). Iain is a respected executive specializing in direct-to-consumer e-commerce businesses, high end appliance marketing and business transformation. He has served on the Board of Directors of Wise Foods and is currently a board member of another Trivest portfolio company. Iain’s full-time role is with Trivest platform business Innovative Foodservice Group where he is Chief Executive Officer, where he is building a successful dealership specializing in the design and supply of foodservice equipment and small wares to the hospitality industry. Prior to joining Trivest Iain worked for the Aga Foodservice Group a UK PLC listed company working across Europe, Asia and North America on M&A activity and business integration. Iain enjoys travel with his family and is an eager skier in the winter months. Iain received his BA Honors (First Class) in Business Management from Abertay University, Dundee, Scotland.

Business Development

Tim Clark

Tim has over 25 years of experience in M&A transaction origination/execution/financing and principal investing across a wide range of industries. Prior to joining Hall Capital, Tim was Managing Director for over nine years at Gridiron Capital, a middle-market private equity firm. Throughout his career in investment banking with Morgan Stanley, Bankers Trust and UBS in New York and London, Tim executed advisory and financing transactions totaling over $15 billion. At Trivest, he serves as an active board member of ASB Sports.

Tim played professional baseball in the Cincinnati Reds organization. He graduated from the University of Missouri with a B.A. in economics and played varsity football and baseball. He received his M.A. from Washington University in St. Louis and is a graduate of the Advanced Management Program at the Kellogg School of Management at Northwestern University.

Trivest Executive Network

We are always looking to grow our network of talented, experienced executives. If you’re interested in joining the Trivest Executive Network LinkedIn Group, please click below.

Join the Network
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