No Offer of Securities – Disclosure of Interests

Under no circumstances should any material at this site be used or considered as an offer to sell or a solicitation of any offer to buy an interest in any securities or investment fund.  The material on this website does not constitute, and may not be used in connection with, an offer or solicitation by anyone in any jurisdiction in which such offer or solicitation is not permitted by law or in which the person making such offer or solicitation is not qualified to do so or to any person to whom it is unlawful to make such offer or solicitation.  Access to information about any accounts is limited to investors who, among other requirements, either qualify as accredited investors within the meaning of the Securities Act of 1933, as amended, or those investors who generally are sophisticated in financial matters, such that they are capable of evaluating the merits and risks of prospective investments.  Information about investing in funds affiliated with Trivest Partners is only available in the form of Private Placement Memoranda and other offering documents.  These documents contain information to help investors evaluate a funds’ investment objectives, risks, charges and expenses, among other factors, before considering an investment.  Further information about Trivest Partners is available in Form ADV Part 2, filed with the SEC.

Disclaimers

The information contained herein is not investment advice.  Any specific companies listed or discussed do not represent any or all companies purchased, sold or recommended for advisory clients since inception.  One should not assume that all investments in the companies identified are or will be profitable.  This website is intended solely to provide information regarding Trivest Partner’s potential financing capabilities for prospective portfolio companies.  The information provided on this website, including information regarding Trivest Partners and current and historical portfolio companies, is not intended to recommend any company or investment described herein and is not an offer or sale of any security or investment product or investment advice.  In any event, past performance is not a guarantee of future results and it should not be assumed that results for portfolio investments will be achieved for other investments.  Representative investments are not to be considered a complete list of all investments made or currently held by Trivest Partners’ funds.  Trivest Investment Advisors, LLC provides investment advisory services only to the privately offered Trivest Partners’ funds.  Trivest Investment Advisors, LLC does not solicit or make its services available to the public or other advisory clients.  The “Investor Login” is solely for the use of existing limited partners of investment funds sponsored by Trivest Partners and is intended to provide electronic copies of information that existing limited partners have received already as investors in Trivest Partners’ funds.

Certain links, including links to portfolio company websites, are provided on this website.  These links are provided as a convenience and do not imply Trivest Partners’ sponsorship or approval of any of these websites or their content.  Trivest Partners has no control over or responsibility for other websites that may be accessible from this website, the contents thereof, their security or privacy policies, or any products/services that may be offered by them.  If you access any third party website through this website or because it is referred to in this website, you do so at your own risk.  Links to or from this website do not constitute an endorsement by Trivest Partners of the parties or businesses which are so linked, nor do they necessarily indicate any affiliation between us and such parties or businesses.

AWARDS DISCLOSURES

Inc. Magazine’s Founder-Friendly Investors list honors private equity and venture capital firms with a track record of being founder-friendly in accordance with Inc.’s selection criteria. Criteria considered by Inc. is comprised of a summary of experiences and data shared by founders on a questionnaire as to their partnership with private equity and venture capital firms and how they have grown during these partnerships. Such opinions and beliefs are subjective. Inc. is unaffiliated with Trivest. Trivest did not pay any compensation to Inc. or any third party in connection with its receipt of this recognition. However, Trivest paid an application fee to participate in the selection process and a licensing fee to distribute the results. The receipt of any compensation could potentially cause a conflict of interest relating to the grant of any award or designation. Moreover, this information should not be considered an endorsement of Trivest, indicative of any investor’s experience with Trivest or indicative of any investment fund’s or Trivest’s future performance. Trivest received this award in 2019, 2020, 2021, 2022, and 2023.

Grady Campbell’s Elite 10 PE Firms in the Middle Market™ program acknowledges private equity firms considered by Grady Campbell to be highly reputable and having investment funds of $1 Billion or more. The criteria considered for this award is determined by Grady Campbell and may include the caliber of the management team, sector expertise, track record, and demonstrated significant deal and fundraising activity. Grady Campbell is unaffiliated with Trivest. Trivest did not pay any compensation to Grady Campbell or any third party in connection with its receipt of this award. However, Trivest pays a licensing fee to distribute the award results. The receipt of any compensation could potentially cause a conflict of interest relating to the grant of any award or designation. Trivest received this award in 2021 and 2022.

Grady Campbell’s Top 50 PE Firms in the Middle Market program focuses on acknowledging highly reputable private equity firms that have great teams, an exceptional track record, and demonstrate significant deal and fundraising activity. The criteria considered for this award is determined by Grady Campbell and may include the caliber of the management team, sector expertise, track record, and demonstrated significant deal and fundraising activity. Grady Campbell is unaffiliated with Trivest. Trivest did not pay any compensation to Grady Campbell or any third party in connection with its receipt of this award. However, Trivest pays a licensing fee to distribute the award results. The receipt of any compensation could potentially cause a conflict of interest relating to the grant of any award or designation. Trivest received this award in 2023 and 2024.

GrowthCap’s Top 25 Private Equity Firms of 2022 honors private equity firms determined by GrowthCap to have demonstrated consistent performance and exceptionalism based on criteria determined by GrowthCap and may include ability to enact transformational sustained business expansion, prescient investment selection, and transcendent firm cultures and networks. GrowthCap’s determinations are based on discussions with investors and CEOs, evaluation of firm attributes through nomination submissions, reviews of ESG commitment and studies of investment performance. Such opinions and beliefs may be subjective. Trivest did not pay any compensation to GrowthCap or any third party in connection with its receipt of this award. However, Trivest pays a licensing fee to distribute the award results. The receipt of any compensation could potentially cause a conflict of interest relating to the grant of any award or designation. Trivest received this award in 2022.

BluWave’s Top Private Equity Innovator Award recognizes firms that it considers represent the top 2% in the private equity industry in innovative practices in areas such as proactive due diligence practices, transformative value creation, progressive private equity firm operations and ESG. BluWave’s determinations are based on its assessment criteria and consultation of limited partners, investment bankers and third parties in the private equity industry. Such opinions and beliefs are subjective. Trivest did not pay any compensation to BluWave or any third party in connection with its receipt of this award. However, BluWave may otherwise provide services to the PE firms and/or portfolio companies, but BluWave confirms that its assessment of the PE firms was independent of any such service arrangements. Trivest received this award in 2022, 2023, and 2024. Please visit https://www.bluwave.net/awards/ for additional information.

All award and recognition information shared on this website is being provided for informational purposes only and should not be considered an endorsement of Trivest, indicative of any investor’s experience with Trivest or indicative of any investment fund’s or Trivest’s future performance. Moreover, awards and recognitions reflect information as of a specific time and may not reflect important information which has occurred prior to, or subsequent to, the award or recognition.