AllPartnersInvestment TeamBusiness DevelopmentGrowth & Support
Administration

Eileen Allen

Director of Integration, PSG

Ryley Anderson

Senior Associate, Discovery

Brandon Berish

Principal, BD

Chris Berton

Paralegal

Dayli Betancourt

Executive Assistant

Ely Burbano

Associate, Mid-Market

James Caffrey

Paralegal

Michelsa Calderon

Principal, Discovery

Reid Callaway

Associate, PSG

Cristy Calvo

Director of BD, Mountain

John Ciancio

Senior Associate, TGIF

Rigby Coleman

Partner, Discovery

Brian Connell

Vice President of BD, Gulf Coast

Robert Crapsey

Director of BD, Midwest

Lori Cunningham

Director, Trivest Family Offices

Mary Jane Dacek

Principal, PSG

Micah Dawson

Vice President, Discovery

Asad Dilawari

Associate, Discovery

Derrek Drozdyk

Managing Partner, TGIF

Jamie Elias

Associate, TGIF

Lindsey Foulkes

Corporate Accountant

Veronica Garcia

Managing Partner, General Counsel

Dave Gershman

Associate, Mid-Market

Cameron Gornet

Director of ESG

Allison Gracer

Managing Partner, Recognition

Jorge Gross Jr.

Principal, PSG

Hans Grunwaldt

Director of BD, Northeast

Sarah Hammer

Principal, Mid-Market

Frank Hapak

Principal, BD

Tony Hill

Associate, TGIF

Andrea Hinestroza

Senior Associate, TGIF

Stefan Hortnagl

Vice President, Mid-Market

Greg Irons

Director of BD, Canada

Reza Jafer

Senior Associate, Mid-Market

Kiki Jauregui

Partner, Operations

Todd Jerles

Associate, Mid-Market

Ashley Kelsick

Associate, Discovery

Charlie Klekamp

Principal, Recognition

Stephen Koren

Director of Real Estate

Gary Kritzer

Vice President, Mid-Market

Spencer Ledwith

Vice President, Mid-Market

Yan Levinski

Senior Staff Counsel

Sonia Lopez

Vice President of BD, Northeast

Mac Lothrop

Director of Finance, PSG

Jamie Lukaszewski

Associate, TGIF

Yusuf Mallick

Senior Associate, PSG

Benji Mandowsky

Principal, Recognition

Mario Masrieh

Vice President, Mid-Market

Michael Maynard

Partner, TGIF

Amir Mirheydar

Vice President, Mid-Market

Tarek Mohamed

VP, Recognition Fund Development

Stephanie Mooney

HR Manager

Keri Moreda

Vice President, Recognition

Yonatan Naymark

Sr. Associate, Operations & IR

Chris Norton

Junior Fund Accountant

Rachel Oliva

Associate, Recognition

Hannah Olmstead

Senior Associate, Recognition

Michael Osgood

Chief Marketing Officer

Ryan Parker

Vice President, TGIF

Andres Policastro

Associate, Mid-Market

Alex Przybilla

Associate, Discovery

Aditur Rahman

Principal, TGIF

Arturas Rainys

Principal, Discovery

Michael Rakiter

Partner, Mid-Market

Steve Reynolds

Associate, Recognition

Sebastian Rink

Director of BD, West Coast/PNW

Jared Roberts

Principal, Mid-Market

Jacob Roche

Chief Financial Officer

Dan Rogan

Director of Margin Expansion, PSG

Christian Rotter

Principal, TGIF

Jonathan Schonfeld

Assistant General Counsel

Neel Sheth

Controller

Tatyana Shulpina

Revenue Optimization, PSG

James Silberstein

Associate, Mid-Market

Henry Silkworth

Assistant Controller

Giselle Soto

Senior Associate, Discovery

Trace Smith

Director of BD, Southeast

Justin Spears

Senior Associate, Discovery

Rafael Tavares Jr.

Chairman

Troy Templeton

Director of Talent, PSG

Reid Terry

Principal, Mid-Market

William Tobin

Senior Associate, PSG

Max van der Griend

Vice President, Mid-Market

Alissa Walker

Managing Partner, Mid-Market

Forest Wester

Managing Partner, Discovery

Russ Wilson

Associate, Mid-Market

Max Winter

In Memoriam

Chip Vandenberg

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.

Director of Integration, PSG

Ryley Anderson

Ryley joined the Portfolio Support Group in 2024 as Director of Integration. In his role, Ryley drives value creation through Trivest’s proprietary “Path to 3x” program with merger and integration strategy, corporate development, and best practice/playbook development. Prior to joining Trivest, Ryley spent well over a decade focused on integration with roles at Accenture and a PE-backed healthcare organization. He received his B.A. from Texas Tech University.

Senior Associate, Discovery

Brandon Berish

Brandon joined Trivest in 2022. 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 funds. Prior to joining Trivest, Brandon was an Analyst at Field Holdings, a Family Office, where he was responsible for originating, evaluating, and executing lower middle-market acquisitions as well as supporting portfolio companies. Brandon previously spent two years as a Venture Capital investor based in Chicago and started his career working for his family’s Wine and Spirits business, Sovereign Brands. Brandon received his B.S. in Finance from Lake Forest College.

Principal, 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.

Paralegal

Dayli Betancourt

Coming soon

Executive Assistant

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.

Associate, Mid-Market

James Caffrey

James joined Trivest in 2023. He is involved in all aspects of the investment process including sourcing, transaction execution and portfolio company management. Prior to joining Trivest, James was an investment associate at The Sterling Group where he spent two years evaluating and executing transactions in the industrials sector as well as handling portfolio company responsibilities. Before his time at Sterling, he was an investment banking analyst in the Industrials Group at Wells Fargo. He received his B.S. in Commerce from the University of Virginia where he was a Jefferson Scholar.

Paralegal

Michelsa Calderon

Michelsa joined Trivest in 2001 and serves as office administrator, Paralegal, and Corporate Secretary. Trivest sent Michelsa to the University of Miami’s Paralegal Certification Program in 2015 where she finished at the top of her class.

Principal, 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.

Associate, PSG

Cristy Calvo

Cristy joined Trivest in 2021 as an Associate in the Portfolio Support Group, helping to drive value creation for portfolio companies by leveraging Trivest’s Path to 3x strategies. Prior to joining Trivest, Cristy worked as an Audit & Assurance Manager at Deloitte & Touche, LLP where she managed and performed financial statement audits with over $5 billion in assets, primarily in the Real Estate and Investment Management space. She earned her B.S. and M.A. in Accounting at Florida State University and is an active Certified Public Accountant. Outside of work, she loves traveling, gardening, and spending time with family.

Director of BD, Mountain

John Ciancio

John joined Trivest in 2023. He is responsible for business development initiatives at the firm, including the origination and evaluation of investment opportunities. Based in Denver, John manages Trivest’s deal relationships across the Rocky Mountain region. Prior to joining Trivest, he was at Lion Equity Partners where he was involved with sourcing new investment opportunities in the lower middle market. He received his B.S. in finance from the Kelley School of Business at Indiana University.

Senior 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.

Partner, Discovery

Brian Connell

Brian is a Partner in the firm’s buyout funds with a particular emphasis on the Trivest Discovery Fund. He joined Trivest in 2013 and is involved in all aspects of the firm, including the origination of investment opportunities, completing acquisitions, portfolio oversight and firm management. Brian is a member of Trivest’s Investment Committee and has served on the Board of several Trivest portfolio companies including Artifex, Canopy Services, Columbus Recycling, IDMWORKS, Lubrication Engineers, Novatech, OnePath Systems, Pelican Water Systems and Pet Resort Hospitality Group. 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.

Vice President 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 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.

Director, 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.

Principal, 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.

Vice President, Discovery

Asad Dilawari

Asad joined Trivest in 2022. He is responsible for analysis of investment opportunities, identification of strategic acquisition targets, and working with existing portfolio companies. Prior to joining Trivest, Asad was an Assistant Vice President at CDIB Capital, focused on lower middle market private equity and special situations. Prior to CDIB, he was an Associate at OMERS Private Equity in New York, where he was responsible for screening and executing private equity transactions in business services, industrials, and healthcare. Asad began his career as an Analyst in the Healthcare Groups of Credit Suisse and CIT. Asad received his B.B.A. from Emory University’s Goizueta Business School and M.B.A., with honors, from The Wharton School of the University of Pennsylvania.

Associate, Discovery

Derrek Drozdyk

Derrek joined Trivest in 2023. 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, Derrek was an Associate at the private equity firm Dubin Clark & Company where he executed lower-middle market buyout transactions as well as portfolio monitoring and support. He began his career as an investment banking analyst at SunTrust Robinson Humphrey after receiving his B.S. in Finance from the University of Florida.

Managing Partner, TGIF

Jamie Elias

Jamie joined Trivest in 1997 and is involved in all aspects of the firm, including the origination of investment opportunities, completing acquisitions, fundraising, portfolio oversight and firm management. In addition, Jamie leads the firm’s non-control investment strategies through the Trivest Growth Investment Fund. He is a member of Trivest’s Investment Committee and serves on the boards of dozens of current and past portfolio companies. Prior to joining Trivest, Jamie worked in the Audit and Business Advisory Group of PwC, Miami. He received his B.S. in accounting, magna cum laude, from Boston College and his M.B.A. from Harvard Business School.

Associate, TGIF

Lindsey Foulkes

Lindsey joined Trivest in 2022. She 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, Lindsey was an Investment Banking Analyst at Jefferies in the Real Estate, Gaming and Lodging group. She received her B.S. in Finance and Operations & Supply Chain from the University of South Carolina.

Corporate Accountant

Veronica Garcia

Coming soon

Managing 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 served as Global Chairman of the Association for Corporate Growth (ACG) in 2022-2023.

Associate, Mid-Market

Cameron Gornet

Cameron joined Trivest in 2023. He is responsible for the analysis of investment opportunities, identification of strategic acquisition targets and monitoring of existing portfolio companies within the Mid-Market fund. Prior to joining Trivest, Cameron was an Investment Banking Analyst at Baird in the Distribution Group. He received his B.A. concentrating in Economics from Harvard University.

Director of ESG

Allison Gracer

Allison joined Trivest in 2023. She is responsible for spearheading a diverse range of ESG and DEI initiatives. Based in Southern California, Allison combines her passion for sustainability and inclusivity to shape our ESG strategy, with a focus on delivering value to all stakeholders. Her leadership extends to managing our data collection and disclosure efforts, which serve as the foundation for her collaboration with our portfolio companies. Her work aims to implement ESG programs that enhance our portfolios’ ESG performance, reinforcing our commitment to responsible investing practices. Allison holds a B.A. with double majors in Environmental Studies & Anthropology, with a minor in Native American & Indigenous Studies, as well as a Master’s in Environmental Science and Management with specializations in Corporate Environmental Management and Energy & Climate, both from the University of California, Santa Barbara. Allison finds balance in outdoor pursuits like surfing and rock climbing and leisurely moments at home, where she enjoys cooking and gardening.

Managing Partner, Recognition

Jorge Gross Jr.

Jorge leads the Trivest Recognition Fund. 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. He is a member of Trivest’s Investment Committee and serves as Chairman or Board Member of numerous Trivest portfolio companies including Perricone Juices, ASA Safety Supply, BCC Engineering, Total PowerGen Solutions, Office Pride 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.

Principal, 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.

Director of BD, Northeast

Sarah Hammer

Coming soon

Principal, 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.

Principal, 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.

Associate, TGIF

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.

Senior Associate, TGIF

Stefan Hortnagl

Stefan joined Trivest in 2023. 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 a Vice President at Tensile Capital Management, a San Francisco-based investment firm, where he spent four years evaluating and executing middle-market transactions across a broad range of industries as well as supporting portfolio companies. Stefan started his career as an Investment Banking Analyst at J.P. Morgan. He received his B.S. in Economics from the Wharton School of the University of Pennsylvania.

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.

Director of BD, Canada

Reza Jafer

Reza joined Trivest in 2023. At Trivest, he is responsible for business development, including the origination and evaluation of investment opportunities. Based in Toronto, Reza manages Trivest’s deal relationships across Canada. Prior to joining Trivest, he spent the last 7 years working with high-growth companies as an operator at a venture-backed fintech, investor at a VC fund, and banker with SVB. Previous to that, Reza spent 6 years in Corporate & Investment Banking covering energy & natural resources, diversified industries and financial sponsors. Reza received his B.Comm in Finance from York University and is a CFA Charterholder.

Senior 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.

Partner, Operations

Todd Jerles

Todd joined Trivest in 2008, and in 2022 he was promoted from Chief Operating Officer to Partner, Operations. Todd leads numerous activities including the management of Trivest’s investor relations/fundraising activities, accounting and finance departments, robust deal marketing programs 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 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. Outside of Trivest, he serves on the Boards of Junior Achievement of Greater Miami and the Center for Jewish Life at Beth David in Miami. 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.

Associate, Mid-Market

Ashley Kelsick

Ashley joined Trivest in 2023. She is responsible for the analysis of investment opportunities, identification of strategic acquisition targets, and monitoring of existing portfolio companies. Prior to joining Trivest, Ashley was a Senior Analyst at Access Holdings where she evaluated essential service investment opportunities and assisted portfolio companies with a range of activities, including the launch of key strategic growth initiatives. Before her time at Access, she was an Associate at Camden Partners where she sourced, evaluated, and executed transactions in the enterprise software and tech-enabled business service sectors. She earned her B.S. in Economics and M.S. in Applied Security Analysis from the University of Wisconsin-Madison, where she competed as a varsity women’s basketball player.

Associate, Discovery

Charlie Klekamp

Charlie joined Trivest in 2023. He is responsible for the analysis of investment opportunities, identification of strategic acquisition targets and monitoring of existing portfolio companies within the Discovery fund. Prior to joining Trivest, Charlie was an Investment Banking Analyst with Deloitte Corporate Finance. Charlie received his B.A. in Finance and Spanish from the University of Notre Dame.

Principal, Recognition

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 within Trivest Recognition Fund. 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.

Director of Real Estate

Gary Kritzer

Coming Soon

Vice President, 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.

Vice President, Mid-Market

Yan Levinski

Yan joined Trivest in 2022. He is responsible for the analysis of investment opportunities, identification of strategic acquisition targets and monitoring of existing portfolio companies. Prior to joining Trivest, Yan was a Vice President at CIP Capital, a New York based private equity firm where he focused on middle-market investments in the business services sector over his 6-year tenure. Prior to CIP Capital, Yan was an Associate at Lovell Minnick Partners, a Philadelphia based private equity firm focused on financial and business services sectors. Yan began his career at Barclays as an investment banking Analyst in the Financial Institutions Group. Yan received his B.B.A. in Finance from the George Washington University, and was a former Australian professional tennis player, being ranked on the men’s ATP circuit and playing in the Australian Open Juniors.

Senior Staff Counsel

Sonia Lopez

Sonia joined Trivest in 2023 and handles compliance and diverse legal matters. Prior to joining Trivest, Sonia was Senior Counsel and Managing Director at Hamilton Lane Advisors, L.L.C. where she oversaw legal matters relating to separately managed accounts. Prior to that, she worked at Richourt Inc., a registered investment advisor and former subsidiary of Hamilton Lane, where she was responsible for compliance and legal affairs. Sonia was previously associated with the law firm of Schulte, Roth & Zabel LLP in their Business Transactions group and Morgan, Lewis & Bockius LLP as a general corporate associate. Sonia received her B.A. in East Asian Studies from Yale University and J.D. from Georgetown University Law Center.

Vice President 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.

Director of Finance, PSG

Jamie Lukaszewski

Coming soon

Associate, TGIF

Yusuf Mallick

Yusuf 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, Yusuf was an Analyst at Lazard in New York City, where he executed M&A transactions across various industries. He earned his B.S. degree from Georgetown University, where he studied International Economics in the Edmund A. Walsh School of Foreign Service. Yusuf is a native Chicagoan and enjoys sailing and snowboarding among other activities.

Senior Associate, PSG

Benji Mandowsky

Benji joined Trivest in 2024 as a Senior Associate in the Portfolio Support Group, helping to drive value creation for portfolio companies by leveraging Trivest’s Path to 3x strategies. Prior to joining Trivest, Benji worked as a Portfolio Operations Senior Associate at Dorilton Capital, where he was responsible for developing and implementing strategic and operational improvement initiatives at existing portfolio companies. Benji earned his BS in Industrial Engineering from University of Florida.

Principal, Recognition

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 within Trivest Recognition Fund and TGIF. Prior to joining Trivest, he was a Vice President at Gridiron Capital, where he partnered 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.

Vice President, 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.

Partner, TGIF

Amir Mirheydar

Amir is a Partner in the firm’s growth/non-control investment strategies (TGIF). He joined Trivest in 2014 and is involved in the origination of investment opportunities, completing transactions, portfolio oversight and fund management. He is a member of Trivest’s Investment Committee and has served as a Board Member of numerous current and historical Trivest companies including Big Truck Rental, Creative Service Partners, EPIKA Fleet Services, Family First Homecare, Jon-Don, TCDI and Turnpoint Services, among others. Prior to Trivest, Amir was with Sun Capital Partners where he spent nearly five years screening and executing middle market transactions across a wide range of industries. Amir began his career at Brown Gibbons Lang & Co., where he focused on mergers & acquisitions, refinancings and restructuring transactions. Amir received a B.S. in Industrial Engineering and Management Sciences from Northwestern University and is a CFA Charterholder.

Vice President, Mid-Market

Tarek Mohamed

Tarek joined Trivest in 2022. 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 Private Equity Principal for Tygon Peak Capital, where he spent 3.5 years spearheading the evaluation, diligence and execution of control buyout deals in the lower middle market, as well as actively partnering with management teams of portfolio companies to drive the value creation plans. Prior to that, Tarek was on the private equity deal teams at Silver Swan Capital, Macquarie Capital, and Goldman Sachs’ Special Situations Group. He received his B.Sc. in Economics from the Wharton School of the University of Pennsylvania, and his M.B.A. from Columbia Business School, where he was a member of the Value Investing Program.

VP, Recognition Fund Development

Stephanie Mooney

Since joining Trivest in 2020, Stephanie has built relationships and sourced investment opportunities for Trivest in Canada. Her role has now expanded to business development across North America for Trivest’s newest and largest fund, the $1.3 billion Trivest Recognition Fund. 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.

HR Manager

Keri Moreda

Coming soon

Vice President, Recognition

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 within Trivest Recognition Fund. 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.

Sr. Associate, Operations & IR

Chris Norton

Chris joined Trivest in 2022 as an Associate in the Operations and Investor Relations Group. Prior to joining Trivest, Chris worked as a senior associate in transaction advisory services at Dixon Hughes Goodman, where he performed due diligence work on buy-side and sell-side transactions. In addition, he spent two years as a senior audit associate at KPMG LLP. Chris received his B.S in Accounting from Florida State University and his M.S in Accounting from the University of North Florida and is an active Certified Public Accountant. Outside of work, he enjoys watching movies and listening to audiobooks.

Junior Fund Accountant

Rachel Oliva

Rachel joined Trivest in 2021 and is responsible for various accounting processes including Accounts Payable/Receivable and Bookkeeping. She’s originally from Cuba, moved to the US in 2004, and graduated from Florida International University in 2020 with a Bachelor’s in Business Administration and Finance. During her free time, she likes to travel and spend time with family and her two loving dogs Mila (Golden Retriever) & Horus (Labrador).

Associate, Recognition

Hannah Olmstead

Hannah joined Trivest in 2023. She is involved in all aspects of the investment process including sourcing, transaction execution, and portfolio company management within Trivest Recognition Fund. Prior to joining Trivest, Hannah was an investment associate at Level 5 Capital Partners where she focused on evaluating and executing transactions across the consumer services sector as well as handling portfolio company responsibilities. Before her time at Level 5 Capital Partners, Hannah was an associate in the Private Credit Group at Goldman Sachs. She began her career as an investment banking analyst in the Mergers & Acquisitions Group at SunTrust Robinson Humphrey after receiving her B.S. in Finance from the University of Florida.

Senior Associate, Recognition

Michael Osgood

Michael joined Trivest in 2023. He is involved in all aspects of the investment process including sourcing, transaction execution and portfolio company management within Trivest Recognition Fund. Prior to joining Trivest, Michael was an associate at One Rock Capital Partners where he spent two years evaluating and executing complex transactions across the industrials, consumer and business services sectors as well as handling portfolio company responsibilities. Before his time at One Rock, Michael was an associate at Solamere Capital. He began his career as an investment banking analyst in the Technology, Media and Telecom Group at Credit Suisse after receiving his B.S. in Commerce, with Distinction, from the University of Virginia.

Chief Marketing Officer

Ryan Parker

Ryan joined Trivest in 2019 as its first-ever marketing hire. 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.

Vice President, 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.

Associate, Mid-Market

Alex Przybilla

Alex joined Trivest in 2023. He is responsible for the analysis of investment opportunities, identification of strategic acquisition targets and monitoring of existing portfolio companies within the Mid-Market fund. Prior to joining Trivest, Alex was an Investment Banking Analyst at Jefferies in the Tech-Enabled Services group. Alex received his B.S. in Finance and Information Systems from the Rochester Institute of Technology. Alex received his M.B.A. from the Rochester Institute of Technology’s Saunders College of Business.

Associate, Discovery

Aditur Rahman

Adi joined Trivest in 2023. He is responsible for the analysis of investment opportunities, identification of strategic acquisition targets and monitoring of existing portfolio companies within the Discovery fund. Prior to joining Trivest, Adi was an investment banking analyst with Harris Williams. Before his time at Harris Williams, he was a senior analyst at Corporate Strategy with PNC, supporting firmwide M&A and integration. Adi began his career as a corporate and institutional banking analyst with PNC after receiving his B.S. in Accounting from The Ohio State 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, Discovery

Michael Rakiter

Michael joined Trivest in 2023. He is responsible for analysis of investment opportunities, identification of strategic acquisition targets, and monitoring of existing portfolio companies. Prior to joining Trivest, Michael was a Partner at Delos Capital, a private equity firm focused on partnering with family and founder-owned businesses, where he completed numerous transactions across a wide range of industries. Michael also previously worked at Cerberus Capital Management in private equity and at Rothschild in investment banking. He received his Bachelor of Business Administration, with honors, from the University of Michigan.

Partner, Mid-Market

Steve Reynolds

Steve is a Partner in the firm’s middle market investment funds. Steve joined Trivest in 2011 and is involved in the origination of investment opportunities, completing acquisitions, portfolio oversight and fund management. He is a member of Trivest’s Investment Committee and has served as a Board member of numerous current and historical Trivest companies including Thermal Concepts, PeopleShare, Envirowaste, Oil Changers, PPR, Advanced Discovery, North Star Seafood, and Wise Company. Prior to joining Trivest, Steve worked in investment banking at Baird and Houlihan Lokey. He received his undergraduate degree from the University of Notre Dame with a BBA in Accounting and second major in Theology.

Associate, Recognition

Sebastian Rink

Sebastian joined Trivest in 2023. He is involved in all aspects of the investment process including sourcing, transaction execution, and portfolio company management within Trivest Recognition Fund. Prior to joining Trivest, Sebastian was an Investment Banking Associate at UBS in the Global Industries Group where he focused on covering clients across Industrial Technology and Services. He received a B.S. in Finance, B.A in International Business and Minor in French Studies from the University of Maryland.

Director of BD, West Coast/PNW

Jared Roberts

Jared joined Trivest in 2023. He is responsible for business development initiatives at the firm, including the origination and evaluation of investment opportunities. Based in Los Angeles, Jared manages Trivest’s deal relationships in the West region. Prior to joining Trivest, he was at CriticalPoint Partners, a boutique investment bank and buy-side M&A advisory firm located in Manhattan Beach, CA where he was responsible for origination of platform and add-on investments for select private equity clients. Prior to CriticalPoint, he was with Caruso, a real estate development firm based in Los Angeles where he supported the acquisition and development efforts. Jared received his B.S. in Accounting and his MBA from Colorado State University.

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.

Director of Margin Expansion, PSG

Christian Rotter

Christian joined Trivest in 2024 to lead Margin Expansion for Trivest’s portfolio companies. In this role, he drives revenue and EBITDA growth by applying the proprietary “Path to 3x” system to procurement, process efficiency, and balance sheet management. He brings over 15 years of experience in disrupting traditional business models and creating value through innovation, strategy, and technology. Christian received an MBA from Northwestern University and a BS in Mechanical Engineering from the University of Maryland.

Principal, 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.

Assistant General Counsel

Neel Sheth

Neel joined Trivest in 2022. He assists in all phases of the transaction processes at Trivest from a legal perspective. Prior to joining Trivest, Neel was an associate in the M&A group of the New York City office of Paul, Weiss, Rifkind, Wharton & Garrison LLP, focusing on the negotiation and execution of private equity M&A transactions. Prior to Paul, Weiss, he was an associate in the M&A group of the New York City office of Proskauer Rose LLP. Neel received his B.S.B.A. in Finance and Economics from the University of Miami and J.D. from the University of Virginia School of Law.

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.

Revenue Optimization, PSG

James Silberstein

James joined Trivest in 2022 to lead Commercial Excellence and Revenue Optimization for Trivest’s portfolio companies. In this role, he drives revenue and EBITDA growth by applying the proprietary Path to 3x system to pricing, go-to-market, and sales effectiveness initiatives. Prior to joining Trivest, James spent five years focused on revenue growth at Blue Ridge Partners, and before that held sales and marketing roles at national technology providers. He received his BA from Duke University.

Associate, Mid-Market

Henry Silkworth

Henry joined Trivest in 2022. He is responsible for the analysis of investment opportunities, identification of strategic acquisition targets and monitoring of existing portfolio companies. Prior to joining Trivest, Henry was an Investment Banking Analyst at Robert W. Baird. Henry received his B.B.A. in Finance and Business Technology from the University of Miami.

Assistant Controller

Giselle Soto

Coming soon

Senior Associate, Discovery

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 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.

Senior Associate, Discovery

Rafael 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.

Chairman

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.

Director of Talent, PSG

Reid Terry

Reid joined Trivest’s Portfolio Support Group in 2022. In his role, Reid drives talent-focused value creation across the portfolio in alignment with Trivest’s Path to 3x program. Prior to joining Trivest, he was a member of the People Advisory practice at Teneo, a global consulting firm, where he executed C-Suite and board advisory mandates spanning Private Equity to Fortune 100. Previously with Egon Zehnder, a leading global search and talent advisory firm, he was a core member of the Board Advisory, Private Equity and Family Business Advisory practices. Before beginning his career with Deloitte’s Human Capital Consulting practice, Reid received his B.A. from the University of Pennsylvania.

Principal, Mid-Market

William Tobin

William joined Trivest in 2023.  He is responsible for the analysis of investment opportunities, identification of strategic acquisition targets and monitoring of existing portfolio companies.  Prior to joining Trivest, William was a Partner at Resilience Capital Partners, a private equity firm focused on partnering with founders and family-owned businesses, where he completed numerous transactions in various industries including consumer, healthcare, industrial, and business services.  William began his career in investment banking at Harris Williams & Co. where he focused on advisory work including M&A and capital raising.  He received his B.S. in Finance from Miami University and his M.B.A. from the Ross School of Business at the University of Michigan.

Senior Associate, PSG

Max van der Griend

Max joined Trivest in 2023 as a Senior Associate in the Portfolio Support Group, helping to drive value creation for portfolio companies by leveraging Trivest’s Path to 3x strategies. Prior to joining Trivest, Max worked as an Operations Associate at Lincolnshire Management Inc. where he was responsible for developing and implementing operational and financial initiatives within existing portfolio companies. Max earned his BS in Industrial Engineering from Dalhousie University and his Certificate of Applied Science from Acadia University.

Vice President, Mid-Market

Alissa Walker

Alissa joined Trivest in 2022. She is involved is all aspects of the investment process and portfolio company management within the Firm’s buyout funds. Prior to joining Trivest, Alissa was at Lorient Capital where she spent three years evaluating and executing on new investments and supporting portfolio companies. Before her time at Lorient, Alissa held various positions within investment banking, corporate development, and valuation supporting founder-owned businesses. Alissa received her B.S. in Finance and Accounting from Bentley University.

Managing Partner, Mid-Market

Forest Wester

Forest leads the Trivest Mid-Market Fund. 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, Brightstep, Cadex, CITCO Water, Total Sanitation Services, GrowthOrtho, HighGround, 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.

Managing Partner, Discovery

Russ Wilson

Russ leads the Trivest Discovery Fund. 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. He is a member of Trivest’s Investment Committee and has served as Chairman or Board Member of numerous Trivest companies including Pave America, Fortress Brand, Artifex, Lenworth Dock & Door, Game One, Handstands, 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.

Russ lives in Miami with his wife and three teenage kids. He played college basketball and enjoys fitness, boating, spearfishing, and travel.

Associate, Mid-Market

Max Winter

Max joined Trivest in 2023. He is responsible for the analysis of investment opportunities, identification of strategic acquisition targets and monitoring of existing portfolio companies within the Mid-Market fund. Prior to joining Trivest, Max was an Investment Banking Analyst at TM Capital Corp. Max received his B.B.A. from Emory University’s Goizueta Business School.

In Memoriam

Chip Vandenberg

Peter “Chip” Vandenberg, Jr. (1955-2023) enjoyed a 36-year career at Trivest as a Partner and later as Senior Advisor. He was a beloved member of our team and a pillar of the South Florida business community. Chip was active in a number of charitable organizations including the Orange Bowl Committee, Camillus House, American Cancer Society, the Association for Corporate Growth, and All Secure Foundation. Prior to Trivest, Chip spent 10 years with KPMG in New York and Miami. He was a certified public accountant and received his B.A. in accounting from William Paterson University.

Trivest Advisors
Bryheem Clayton
Business Development

Bryheem Clayton

Dan Finkelstein
Business Development

Dan Finkelstein

Tim Templeton
Business Development

Tim Templeton

Business Development

Bryheem Clayton

Coming Soon

Business Development

Dan Finkelstein

Dan advises the firm on business development opportunities in the Western United States, with a strong focus on California businesses. Dan spent the first portion of his career as an operating executive for consumer products businesses. He held the position of Chief Executive Officer of five retail businesses, including Macy’s California and Macy’s West. Later in his career, he was a Partner at an investment banking firm, where he worked on buy and sell-side deals in a variety of industries. He earned his Bachelor of Science degree from Claremont McKenna College. He and his wife live in Marin County, outside of San Francisco. They enjoy spending time with their four children and seven grandchildren.

Business Development

Tim Templeton

Tim advises on and supports the firm’s business development efforts throughout the Southeast. Prior to working with 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.

Portfolio Board Members
Chris Anderson
Fortress Brand, REDCON1

Chris Anderson

Dwight Cooper
FFH, Growth Ortho

Dwight Cooper

Bob Corkern
Novatech

Bob Corkern

Todd Farha
Optima Medical, FRM

Todd Farha

Bob Filek
IFSG

Bob Filek

John Gustafson
FROM, IDMWORKS, Total Sanitation

John Gustafson

Todd Johnson
Novatech

Todd Johnson

Amy Kothari
Board Member

Amy Kothari

Kristi Mailloux
PCRK/Massage Envy

Kristi Mailloux

Jim Minarik
Creative Service Partners, EWSG

Jim Minarik

Todd Recknagel
PCRK/Massage Envy

Todd Recknagel

Tim Clark
Board Member

Tim Clark

Fortress Brand, REDCON1

Chris Anderson

Coming Soon

FFH, Growth Ortho

Dwight Cooper

Dwight founded his first start-up, PPR Talent Management Group (Travel Nursing), in 1996 with a $10,000 investment. Under his leadership, PPR grew organically to over $100,000,000 in annual revenue before selling a majority interest to Trivest Partners in 2016. Currently Dwight is the CEO of Hueman People Solutions. Hueman’s innovative approach to talent acquisition enables private equity backed portfolio companies achieve best-in-class hiring results.

Dwight’s people first approach to value creation has been recognized nationally by Gallop and the Great Place to Work Institute (GPTWI). Dwight’s companies have been nationally recognized by the GPTWI 16 times and in 2013 PPR was recognized as the nation’s best small or medium size business to work for in America. Furthermore, Gallup has recognized Hueman and PPR as one of the 39 most engaged workforces in the world four times.

Dwight currently serves as an active board member for Trivest backed portfolio companies. His board service has, or currently includes, PPR Talent Management Group, Turnpoint Services, Novatech, Family First Homecare, and Growth Orthopedics.

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.

Optima Medical, FRM

Todd Farha

IFSG

Bob Filek

Coming Soon

FROM, IDMWORKS, Total Sanitation

John Gustafson

John serves as an Independent Board Member and/or strategic advisor and coach to several portfolio companies including FROM, IDMWORKS, and Total Sanitation Services. He works closely with the management team, investment team, and Portfolio Support Group to drive transformative growth at each company.
Prior to joining Trivest, John was a CEO, Board Member, and/or Private Equity Operating Partner at numerous software, services, and franchising companies. The companies he has worked with span the full life cycle of growth from platform acquisition, add on acquisitions, organic growth, cost optimization, turnaround, and exit. He received his BS and MS from Purdue University.
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.

Board Member

Amy Kothari

Amy Kothari is a seasoned executive with extensive experience in management, operations, M&A, and board leadership. She has a proven track record of driving growth and expanding businesses. Today, Amy is the Executive Chairman of INTACT Property Restoration backed by West Edge Partners, a board member and advisor of a residential services business backed by Trivest Partners, and board member and advisor of a retail clothing business backed by Bertram Capital. In addition to Amy’s board service, she is a founding partner of PhillySafe, a non-profit organization with a mission to reduce crime in the highest crime areas using the latest epidemiology and criminology research.

In 2002, Amy joined My Alarm Center (MAC) as CFO, and in 2004 she was appointed CEO and board member. Under her leadership, the company experienced significant growth, expanding from a “start-up” with less than $4 million in revenue to over $200 million. Amy successfully guided MAC through 19 years of acquisitions and technology enabled organic growth. Over the years, she built a highly seasoned long tenured management team reflecting investments in the development of human capital and creation of a culture based on high levels of trust, commitment, transparency, and accountability.

Amy streamlined growth and operations, including the development of a scalable technology platform supporting marketing, sales, service, and growth. Her strategic vision and strong operating skills positioned MAC to scale and optimize its growth platform, enabling the company to navigate complex and creative capital market solutions and respond effectively to shifts in the economic and competitive landscape. Her actions culminated in a late 2021 merger to create one of the largest full-service residential and commercial security companies in the U.S. serving approximately 350,000 customers. Amy stepped down as CEO following the merger and remains a member of the MAC board today.

Before joining MAC, Amy served as Executive Director at CIBC World Markets where she led debt transactions in media/telecom related industries. She also held finance positions at Comcast and Cox.

Amy received her B.A. in Business and Art History from Franklin and Marshall College and an MBA in Finance from American University. She is a member of the Kogod Advisory Council at American University and was recently appointed to the American University Board of Trustees.

PCRK/Massage Envy

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.

Creative Service Partners, EWSG

Jim Minarik

Coming Soon

PCRK/Massage Envy

Todd Recknagel

Todd Recknagel served as CEO or Operating Partner in a variety of companies including: CEO of the largest franchisor in the handyman category, Mr. Handyman International; CEO of the largest energy efficiency products supplier in the country, AM Conservation Group; Board Member & Partner in Take 5 Oil Change; and Board Member & Operating Partner and in the largest multi-unit Franchisee group of the leading brand in the massage category, Massage Envy, with over 90 units. He is also Board Member & Operating Partner in Quatrro Business Support Services and Office Pride franchising with over 145 units. Todd received his MBA in finance at the Eli Broad School at MSU. He has partnered or invested in over 75 transactions with over $350 million in gains for private equity investors.

Board Member

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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