Trivest is a leading private equity firm that has operated since its inception in 1981. Notably, it is one of the few firms in the United States that focuses exclusively on founder-owned businesses. Furthermore, the firm invests across several sectors, including consumer and retail, healthcare, niche manufacturing, technology, business services, and value-added distribution.
At the core of its strategy, Trivest operates through three dedicated investment approaches: Trivest Mid-Market Fund VII, trivest Growth Investment Fund II (TGIF), and Trivest-Discovery Fund II. While each fund supports growth in founder- and family-owned businesses, each one is tailored to meet the specific needs of different companies. Consequently, they delivers customised investment solutions that align with each business’s stage and growth objectives.
Trivest Mid-Market Fund
Trivest Mid-Market Fund VII is the firm’s largest fund to date, with $950 million dedicated to control or majority investments in founder- and family-owned middle-market businesses. Through this fund, it supports founders as they transition to their next phase of personal and professional growth with confidence and peace of mind.
Investment critieria includes:
•A solid management team;
•Sustained competitive advantage;
•Attractive cash flow characteristics;
•Leading market share;
•Sturdy financial performance;
•Diverse customer base; and
•Reasonable growth prospects.
Trivest Growth Investment Fund
Following the success of TGIF I, a $225 million non-control fund, they launched TGIF II, which closed at $435 million at the end of 2019. This fund invests in fast-growing businesses where founders prefer to retain a majority stake. Importantly, even with a minority position, they commits its full resources to support each investment.
Investment criteria follow that of the Mid-Market Fund.
Trivest Discovery Fund
The Discovery Fund gives the firm unprecedented flexibility and a new avenue of growth for an underserved dimension of founders. The Fund II is a $600 million control fund that invests predominantly in small, successful companies within fragmented industries that have enormous potential to scale.
Investment criteria (including being a part of fragmented markets) are mentioned above.
For more information & assistance with funding – Contact DTC