Page 183 - TACC 2023 Program

Exclusively focused on the support and growth of founder-led &
family-owned businesses in the middle market.

• Founded in 1981; among oldest private equity firms in the Southeastern United States
• HQ in Miami; Regional presence in Charlotte, Chicago, Denver, Los Angeles, New York, and Toronto
• $5.5 billion in assets under management; growing team of 80+ professionals
• 500+ completed transactions; nearly $8 billion in aggregate portfolio value
• Sector Focus: Business Services, Consumer, Healthcare, Niche Manufacturing, Value-Added Distribution
• Highly Active Investors: 52 closed acquisitions in 2021; 60 closed acquisitions in 2022

Four Dedicated Funds for Unparalleled Flexibility

TRIVEST TRIVEST MID-MARKET TRIVEST TRIVEST GROWTH
RECOGNITION FUND FUND VII DISCOVERY FUND II INVESTMENT FUND II

$1.3 billion $950 million $600 million $435 million
Control Fund Control Fund Control Fund Non-Control Fund

Revenue $50M+ Revenue $20M+ Fragmented Industries Revenue $20M+
EBITDA $15M+ EBITDA $4-15M EBITDA $1-4M EBITDA $4M+

THE TRIVEST PROMISE

Doing right by Founders is a commitment we take to heart. We work hard to eliminate the typical pain
points in a transaction—the ones that give private equity a bad rap. Things like re-trading, aggressive
capital structures, subordinated debt, and financing contingencies. In fact, we empower and encourage
Founders to reject the terms that hold them back. We call this, affectionately, “Just Say No!”

How Trivest Adds Value

“PATH TO 3X” Proprietary long-term equity value creation strategy
TRIVEST TOOL CHEST Access to shared programs to enhance earnings
CEO CONFERENCE Annual event to share best practices

Trivest Partners • (305) 858-2200 • [email protected]
Miami | Charlotte | Chicago | Denver | Los Angeles | New York | Toronto