Page 182 - TACC 2023 Program

ABOUT US INVESTMENT CRITERIA
Trive Capital is a Dallas, Texas based private equity firm with over $4 billion • Global Mandate
in regulatory assets under management. Trive focuses on investing equity and - $40 million - $1.5 billion of revenues
debt in what it sees as strategically viable middle-market companies with - Invest $10 - $300 million of equity
the potential for transformational upside through operational improvement. and/or debt per platform
We seek to maximize returns through a hands-on partnership that calls • Differentiated and diversified products
for identifying and implementing value creation ideas in a collaborative or services
partnership with management teams. • Defensible market position with sustainable
competitiveness
The Trive team is comprised of seasoned investment professionals who have • Actionable near-term operational
been involved in over 100 middle-market transactions representing in excess of improvement opportunities
$10 billion in revenue across Trive’s targeted industry sectors and situations. SITUATIONAL FOCUS
• Complex special situations in
WHY TRIVE? out-of-favor, but protected niches
Excel in Complex Situations • Under-resourced or in need of additional
capital
Trive seeks opportunities in complex situations, including family-owned • Corporate carve-outs or orphaned divisions
businesses, corporate carve-outs, and distressed transactions, in which speed and • Take privates of undersized public
certainty to close may be a priority. The firm’s professionals have considerable companies
experience structuring, financing, and closing middle-market transactions in INDUSTRY FOCUS
unique circumstances. • Aerospace, Defense & Gov’t Services
• Automotive & Aftermarket
Value-Added Partner • Building Products
The Trive professionals invest with an operational mindset. The team has • Business Services
extensive operational backgrounds and aims to serve as a collaborative • Chemicals
• Consumer Products
partner and value-added resource to management teams. While every • Education
situation is different, the Trive team often takes an active role in developing • Engineering, Construction & Infrastructure
and implementing the operational strategy. In addition, the firm has a large • Energy
network of operators in a number of industries that can serve as a further • Financial Services
source of guidance. • Restaurant, Food & Beverage
• Gaming
Avoid Excessive Risk Taking • General Industrial
• Healthcare
Trive strives to create value in investments through developing and • Leisure & Entertainment
implementing a shared strategic vision on how to maximize business • Plastics & Packaging
potential. In doing so, the firm builds value through time-tested operational • Real Estate
best practices and prudent capital deployment without relying on excessive • Retail
amounts of leverage or unnecessary business risk. • Technology, Media & Telecom
• Transportation & Logistics

INVESTMENT TEAM
Conner Searcy Chris Zugaro David Stinnett Blake Bonner Shravan Thadani
Managing Partner Partner Partner Partner Partner
[email protected] [email protected] [email protected] [email protected] [email protected]
Brad Wiginton Jeff Leatherman Andrew Frank Tanner Cope Jared Reyes
Managing Director – Head Business Development Managing Director Managing Director Managing Director
of Business Development [email protected] [email protected] [email protected] [email protected]
[email protected]
Eric Hsu Lavanya Mo George Robinson Hunter Todd Jay Vise
Managing Director Vice President Vice President Vice President Vice President
[email protected] [email protected] [email protected] [email protected] [email protected]
Caleb Peterson Riya Patel Nick Erturkuner Walker Tiller Amy Xu
Vice President Vice President Vice President Vice President Vice President
[email protected] [email protected] [email protected] [email protected] [email protected]
Carter Fine Howard Armistead John Hamilton Connor Anderson Katie Crepeau
Vice President Associate Vice President Associate Vice President Associate Vice President Senior Associate –
[email protected] [email protected] [email protected] [email protected] Business Development
[email protected]

2021 McKinney Avenue, Suite 1200, Dallas, TX 75201 214.499.9715 www.trivecapital.com