Exclusively focused on the support and growth of founder ...
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• Founded in 1981; oldest private equity firm in the Southeastern United States • Headquartered in Miami; Regional offices in Charlotte, Chicago, Los Angeles, Philadelphia & Toronto • ~$2.5 billion in assets under management; growing team of 50 professionals • 350+ completed transactions; more than $7 billion in aggregate portfolio value • Sector Focus: Business Services, Consumer, Healthcare, Niche Manufacturing, Value-Added Distribution Exclusively focused on the support and growth of founder-led & family-owned businesses in the middle market. “PATH TO 3X” TRIVEST TOOL CHEST CEO CONFERENCE Proprietary long-term equity value creation strategy Access to shared programs to enhance earnings Annual event to share best practices Trivest Partners • (305) 858-2200 • [email protected] Miami | Charlotte | Chicago | Los Angeles | Philadelphia | Toronto TRIVEST FUND VI $630 million Control Fund Revenue $20M+ EBITDA $4M+ TRIVEST GROWTH INVESTMENT FUND II $435 million Non-Control Fund Revenue $20M+ EBITDA $4M+ TRIVEST DISCOVERY FUND $235 million Control Fund Fragmented Industries EBITDA $1-4M Three Dedicated Fund Strategies for Unparalleled Flexibility How Trivest Adds Value Eliminating Pain Points for Founders “JUST SAY NO” TO THE FOLLOWING: Re-Trading Required Founder Rollover Aggressive Capital Structures Escrows & Indemnifications Working Capital Adjustments Financing Contingencies Personal Guarantees Cash Interest/Principal Earnouts & Deferred Payments Restrictions on Growth Limitations on Dividends No-Value Capital Partners
Transcript of Exclusively focused on the support and growth of founder ...
• Founded in 1981; oldest private equity firm in the Southeastern United States• Headquartered in Miami; Regional offices in Charlotte, Chicago, Los Angeles, Philadelphia & Toronto• ~$2.5 billion in assets under management; growing team of 50 professionals• 350+ completed transactions; more than $7 billion in aggregate portfolio value• Sector Focus: Business Services, Consumer, Healthcare, Niche Manufacturing, Value-Added Distribution
Exclusively focused on the support and growth of founder-led & family-owned businesses in the middle market.
“PATH TO 3X”TRIVEST TOOL CHEST
CEO CONFERENCE
Proprietary long-term equity value creation strategy Access to shared programs to enhance earningsAnnual event to share best practices
Trivest Partners • (305) 858-2200 • [email protected]
Miami | Charlotte | Chicago | Los Angeles | Philadelphia | Toronto
TRIVEST FUND VI
$630 millionControl Fund
Revenue $20M+EBITDA $4M+
TRIVEST GROWTH INVESTMENT FUND II
$435 millionNon-Control Fund
Revenue $20M+EBITDA $4M+
TRIVEST DISCOVERY FUND
$235 millionControl Fund
Fragmented IndustriesEBITDA $1-4M
Three Dedicated Fund Strategies for Unparalleled Flexibility
How Trivest Adds Value
Eliminating Pain Points for Founders
“JUST SAY NO” TO THE FOLLOWING:
Re-TradingRequired Founder RolloverAggressive Capital StructuresEscrows & Indemnifications
Working Capital AdjustmentsFinancing ContingenciesPersonal GuaranteesCash Interest/Principal
Earnouts & Deferred PaymentsRestrictions on GrowthLimitations on DividendsNo-Value Capital Partners
Trivest Partners • (305) 858-2200 • [email protected]
Miami | Charlotte | Chicago | Los Angeles | Philadelphia | Toronto
Trivest Discovery FundTrivest Growth Investment Fund
Commercial LandscapingServices
Dallas, TX
Select Realized Investments
Current Portfolio
eCommerce Marketing
New York, NY
EnvironmentalServices
Miami, FL
Commercial Generator Sales,Service & Rental
Ottawa, ON, Canada
Orthopedic Practice & Surgery Centers
Lexington, KY
CommercialStaffing
Philadelphia, PA
Managed PrintServices
Nashville, TN
Demand ResponseServices
White Plains, NY
Revenue CycleManagement Solutions
Houston, TX
CybersecurityServices
Coral Gables, FL
FoodserviceEquipment
Tampa, FL
FranchiseeNetwork
Chicago, IL
Precision MachinedComponents
Schaumburg, IL
Roadway Services
Manassas, VA
Accounts ReceivableManagement
Melville, NY
Sporting GoodsDistribution
Odessa, TX
Transportation EngineeringDesign
Miami, FLLawrenceville, GA
Workplace Safety Products Distributor
Specialty Products for Industrial Use
Kansas
Manufacturing & Distribution “B”
Enthusiast Supply &Branded Products
Maryland
Manufacturing & Distribution “A”
Florida
Valet WasteRemoval Services
Business Services “A”
Whole-House EnergyEfficiency Systems
Mooresville, NC
Physician Wound CarePractice
Miramar, FL
Digital Banking Solutions
Buenos Aires, ARG
Commercial TruckService Centers
Minneapolis, MN
Litigation/eDiscoveryServices
Greensboro, NC
White-Labeled Food Manufacturer
Janesville, WI
Sports & NutritionalSupplements
Boca Raton, FL
Aftermarket Auto Parts Supplier & Distributor
Levis, QC, Canada
Pediatric HomecareServices
Tampa, FL
Operational & FinancialSupport Services
Atlanta, GA
Education & Financial Advisory Services
Tampa, FL
Agile Software Development
Portland, OR
Commercial HVAC &Building Control Systems
Davie, FL
Tech-EnabledMedical Records
Alpharetta, GA
Water & FireRestoration Services
Texas
Business Services “B”
