Page 152 - 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
• Headquartered in Miami; Regional offices in Charlotte, Chicago, Los Angeles, Philadelphia & Toronto
• $4 billion+ in assets under management; growing team of 65+ professionals
• 400+ completed transactions; more than $7 billion in aggregate portfolio value
• Sector Focus: Business Services, Consumer, Healthcare, Niche Manufacturing, Value-Added Distribution

Three Dedicated Fund Strategies for Unparalleled Flexibility

TRIVEST TRIVEST TRIVEST GROWTH
FUND VII DISCOVERY FUND II INVESTMENT FUND II

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

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

Eliminating Pain Points for Founders

“JUST SAY NO” TO THE FOLLOWING:

Re-Trading Working Capital Adjustments Earnouts & Deferred Payments
Required Founder Rollover Financing Contingencies Restrictions on Growth
Aggressive Capital Structures Personal Guarantees Limitations on Dividends
Escrows & Indemnifications Cash Interest/Principal No-Value Capital Partners

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 | Los Angeles | Philadelphia | Toronto