Our History

Trivest is proud to be known as a leading private equity source for founder and family-owned businesses since 1981. We’ve flipped the typical private equity infrastructure to place the interests of founders where they rightfully belong: at the forefront of our philosophy.

 

Trivest is one of the only private equity firms in the United States that focuses exclusively on founder-owned businesses. And as the oldest private equity firm in the Southeastern United States, we understand the need to leave a lasting legacy behind.

Our Sector Focus

“Private Equity for Founders”

While private equity investments are often rooted in a need for capital, a Trivest investment also provides founders with the tools they need to be successful. Trivest celebrates founders and preserves their company culture to create a lasting legacy.

Founder Focused
500+ Transactions
$8 Billion in Value

How We Are Different

We Preserve Your Culture

It’s our job to elevate your business, not to change it. As opposed to parachuting in team members to dictate your day-to-day, Trivest serves as active board members that allow management teams the flexibility to operate. We offer private equity solutions that allow you to remain in the driver’s seat throughout our partnership, providing founder and family owned businesses with the capital needed to accelerate their growth.

We’re an Honest Partner

If you’re looking for a fair and honest partner in growth, then Trivest could be the right fit for your company. Our dedicated teams partner with you to grow your company, utilizing our financial capital and network of resources to build a stronger business with lasting value. As opposed to stripping your company of its identity, we join forces with founders to amplify their voice in the marketplace.

We Add Value

Our investments go beyond financial capital to transform founder and family-owned businesses into profitable, long-standing companies. Here’s how we help:

  • Manage multiple existing shareholders
  • Streamline entry into new market verticals
  • Make introductions to grow your business
  • Infuse funds to grow teams & equipment

How Do We Create Value?

Trivest is a value-added partner whose disciplined approach is efficient, flexible, and time-tested. With 40 years of experience building founder and family-owned businesses, companies benefit from Trivest’s proprietary value creation program — “Path to 3x” — a proven growth strategy we tailor to fit your needs.

Our goal for each investment: triple the size of the business in 3-5 years.

Category of One

What’s your unique statement of differentiation in the marketplace?

Topgrading

Do you have the right people in the right seats?

Performance Management

Where do you want to go, and how will you get there? 

Organic Growth

Do you have a playbook for revenue growth and margin expansion?

Add-On Acquisitions

What would you buy to get there faster?

Value Creation Checklist

What are your roadblocks to becoming best-in-class?

Commitment

Trivest is a signatory of the UN-supported Principles for Responsible Investment, a public demonstration of our commitment to responsible investing alongside a global community of organizations seeking to build a more sustainable financial system.

Action

It’s not enough to have a written policy for Environmental, Social, and Governance (ESG); you must take decisive action both as a firm and within the portfolio. At Trivest, we’ve taken proactive steps to establish benchmarks and a reporting cadence to uncover challenges and opportunities related to ESG.

Accountability

We’ve developed a tailored program in concert with two key partners: a Top-50 accounting firm with a dedicated ESG practice group, and a leading technology platform for the tracking and reporting of ESG initiatives.

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