Founder-centric focus Trivest specializes in founder-led and family-owned businesses in the lower middle market, presenting a clear opportunity to pursue ownership transition solutions, succession planning services, and growth capital aligned with founders' philosophies.

AUM and scale With approximately $5.6 billion in AUM and a diversified set of funds including control and non-control options, Trivest is positioned to consider a range of deal structures for portfolio companies seeking liquidity, growth equity, or partial exits.

Recent exits and growth Recent activity includes the sale of Miami Beef to a growth-focused partner and ongoing investments in early-stage and growth opportunities, signaling openness to value-enhancing exits and continued platform-building collaborations.

Growth-oriented teams Key hires and promotions in 2025–2026 indicate active capacity building in investment analysis, deal execution, and business development, suggesting opportunities for advisory, back-office optimizations, and deal-sourcing partnerships.

Global and sector reach Investments across diverse sectors and geographies (including Leanwatts seed investment in India) reflect a willingness to explore cross-border opportunities and fragmented, high-potential markets, ideal for collaboration on international expansions and strategic acquisitions.