Trivest Partners Overview

Trivest is one of the oldest private investment firms in the Southeastern U.S. With over 40 years of experience, Trivest exclusively invests in founder-led and family-owned businesses in the lower middle market, completing over 500 investments totaling nearly $8 billion in value, and with current AUM approximately $5.5 billion. Trivest's company-first approach ensures ownership transitions tailored to fit the needs of founders, entrepreneurs, and family businesses, providing highly differentiated and flexible options through a fair, transparent process.

Category

Middle Market

Website

https://www.trivest.com

Continent

North America

HQ Location

Coral Gables, FL

PE Scorecard Category Rating

4/5

Responsible Investment Rating

3/5

Value Builder Rating

4/5

Stakeholder Rating

0/5

Key Value Builder Features1

  • Focused Digital Strategy
  • In-house Digital Expertise
  • Operational Improvement Strategy
  • Dedicated Operational Improvement Team

1. Key Value Builder Features are determined by the PE Scorecard research team based upon publicly-available information and input from 3rd parties, including the firm in certain circumstances.

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Notice: The information provided is for informational, non-commercial purposes only, does not constitute investment advice and is subject to conditions available in our Legal Disclaimer. Usage as a credit rating or as a benchmark is not permitted. Unless otherwise explicitly agreed in writing, usage for products and services, index creation, derivative work, portfolio or fund management, or any other usage are not permitted. By way of exception, usage is permitted only to the rated company, limited to a single reference of its own information in annual reporting and sustainability website, mentioning BW ESG Corp as a source. BW ESG Corp incorporates the use of publicly-disclosed information from Asset Managers in its publicly-available scoring platform.

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