TRIVEST INVESTMENT ADVISORS, LLC

Thesis

Trivest Investment Advisors, LLC, operating as Trivest Partners, is a private equity firm founded in 1981 and headquartered in Coral Gables, Florida. They exclusively partner with founder- and family-owned businesses across North America, employing a 'Private Equity for Founders' thesis with flexible transaction structures. Their investment strategy is largely industry-agnostic but frequently includes business services, consumer, healthcare, value-added distribution, and niche manufacturing sectors. Trivest utilizes both control (majority buyouts) and non-control (minority growth) investment approaches across various fund families like Trivest Discovery Fund II, Trivest Mid-Market Fund VII, Trivest Recognition Fund, and Trivest Growth Investment Fund III (TGIF III). These funds target businesses with specific EBITDA ranges, from $1.0M-$4.0M for Discovery Fund to over $15.0M for Recognition Fund. TGIF III focuses on minority growth investments in businesses with over $4.0M in EBITDA. The firm's geographic scope covers North America, including multiple U.S. cities and Toronto, Canada. Trivest employs a proprietary 'Path to 3x' methodology to triple business size within three to five years. As of 2025, Trivest manages approximately $6 billion in AUM. Recent fund closings include TGIF III at $730 million and the Trivest Recognition Fund at $1.3 billion. They provide equity investments ranging from $5 million to $45 million per deal.

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