Page 151 - TACC 2023 Program

ABOUT US INVESTMENT CRITERIA
Trive Capital is a Dallas, Texas based private equity firm with over • North American-headquartered,
$4 billion in regulatory assets under management. Trive focuses on middle-market businesses
investing equity and debt in what it sees as strategically viable middle- - $40 million - $1.5 billion of revenues
market companies with the potential for transformational upside - Invest $10 - $250 million of equity
through operational improvement. We seek to maximize returns through or debt per platform
a hands-on partnership that calls for identifying and implementing • Differentiated and diversified products
value creation ideas. or services
The Trive team is comprised of seasoned investment professionals who • Defensible market position with
sustainable competitiveness
have been involved in over 100 middle-market transactions representing • Actionable near-term operational
in excess of $6 billion in revenue across Trive’s targeted industry improvement opportunities
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
Trive seeks opportunities in complex situations, including family-owned capital
businesses, corporate carve-outs, and distressed transactions, in which • Corporate carve-outs or orphaned
speed and certainty to close may be a priority. The firm’s professionals divisions
have considerable experience structuring, financing, and closing middle- • Take privates of undersized public
market transactions in unique circumstances. companies
INDUSTRY FOCUS
Value-Added Partner • Aerospace, Defense & Gov’t Services
The Trive professionals invest with an operational mindset. The • Automotive & Aftermarket
• Building Products
team has extensive operational backgrounds and aims to serve as a • Business Services
collaborative partner and value-added resource to management teams. • Chemicals
While every situation is different, the Trive team often takes an • Consumer Products
active role in developing and implementing the operational strategy. • Engineering, Construction & Infrastructure
In addition, the firm has a large network of operators in a number of • Energy
industries that can serve as a further source of guidance. • Financial Services
• Restaurant, Food & Beverage
• Gaming
Avoid Excessive Risk Taking • General Industrial
Trive strives to create value in investments through developing and • Healthcare
implementing a shared strategic vision on how to maximize business • Plastics & Packaging
potential. In doing so, the firm builds value through time-tested • Real Estate
operational best practices and prudent capital deployment without • Technology, Media & Telecom
• Transportation & Logistics
relying on excessive amounts of leverage or unnecessary business risk.

INVESTMENT TEAM
Conner Searcy Chris Zugaro David Stinnett Blake Bonner Shravan Thadani
Managing Partner Partner Partner Partner Partner
214.499.9722 214.499.9733 214.499.9717 214.451.0163 214.451.0162
[email protected] [email protected] [email protected] [email protected] [email protected]
Brad Wiginton Jeff Leatherman Andrew Frank Nick Miner Tanner Cope
Managing Director – Business Development Managing Director Managing Director Managing Director
Structured Capital 303.507.0262 469.310.9954 469.310.9953 469.310.9931
469.310.9942 [email protected] [email protected] [email protected] [email protected]
[email protected]
Jared Reyes Eric Hsu Lavanya Mo George Robinson Hunter Todd
Managing Director Managing Director Vice President Vice President Vice President
469.310.9951 469.310.9941 469.638.4107 469.638.4104 469.638.4106
[email protected] [email protected] [email protected] [email protected] [email protected]
Jay Vise Riya Patel Nick Erturkuner
Vice President Associate Vice President Associate Vice President
469.638.4108 469.480.3946 469.310.9920
[email protected] [email protected] [email protected]

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