Platform investment
Trivest Partners acquired Applied Value Group
Date not stated
Source: wsj.comPE Firm · Capital Allocator
Trivest Partners
MediumCoral Gables, United States · Founded 1980 · Website
Control InvestmentsNon-Control InvestmentsMid-Market FundGrowth Investment Fund (TGIF)Discovery FundRecognition FundPool Service BrandsFood Brands (Miami Beef)Residential Garage Door PlatformArtificial Intelligence (AI)Engineering ServicesExperience TransformationFleet ServicesRestoration GroupPaving
Last verified
11/2/2026
Firm Overview
56
Portfolio tracked
9
Sectors
0
Regions
11/2/2026
Last verified
Trivest Partners is a private equity firm that focuses on the support and growth of founder-led and family-owned businesses. The firm provides both control and non-control investments to well-run, profitable companies across the United States and Canada.
For more than 45 years, Trivest has been exclusively focused on the support and growth of founder-led and family-owned businesses. The firm acts as active board members rather than using an operating partner model, providing management teams with the flexibility to operate and preserve their company culture.
The firm utilizes a transparent process to invest in well-run, profitable businesses, deploying capital and a network of resources to build stronger companies. They work to eliminate typical transaction pain points by committing to close at the price stated in the Letter of Intent (LOI).
Trivest manages four distinct investment strategies: the Mid-Market Fund for control investments in the lower middle market; the Growth Investment Fund for non-control stakes in fast-growing businesses; the Discovery Fund for scaling small companies in fragmented industries; and the Recognition Fund for larger founder and family-owned companies.
Founded1980
HeadquartersCoral Gables, United States
StrategiesControl Investments, Non-Control Investments, Mid-Market Fund, Growth Investment Fund (TGIF), Discovery Fund, Recognition Fund
Sector focusPool Service Brands, Food Brands (Miami Beef), Residential Garage Door Platform, Artificial Intelligence (AI), Engineering Services, Experience Transformation, Fleet Services, Restoration Group, Paving
Leadership
Jamie Elias
Managing Partner, TGIF
Jamie Elias is the Managing Partner of TGIF, Trivest's non-control investment strategy.
Dave Gershman
Managing Partner, General Counsel
Dave Gershman serves as Managing Partner and General Counsel at Trivest.
Jorge Gross Jr.
Managing Partner, Recognition
Jorge Gross Jr. is a Managing Partner focused on the firm's Recognition Fund.
Forest Wester
Managing Partner, Mid-Market
Forest Wester is a Managing Partner leading the firm's Mid-Market investment activities.
Russ Wilson
Managing Partner, Discovery
Russ Wilson is a Managing Partner focused on the Discovery Fund.
Brian Connell
Partner, Discovery
Brian Connell is a Partner at Trivest focused on the Discovery Fund.
Todd Jerles
Partner, Operations
Todd Jerles is a Partner at Trivest responsible for the firm's operations.
Amir Mirheydar
Partner, TGIF
Amir Mirheydar is a Partner within Trivest's non-control investment strategy, TGIF.
Steve Reynolds
Partner, Mid-Market
Steve Reynolds is a Partner at the firm focused on Mid-Market investments.
Dan Rogan
Chief Financial Officer
Dan Rogan serves as the Chief Financial Officer at Trivest Partners.
Troy Templeton
Chairman Emeritus
Troy Templeton serves as Chairman Emeritus after previously leading the firm.
Reid Callaway
Managing Director, Discovery
Reid Callaway is a Managing Director focused on the firm's Discovery Fund.
Frank Hapak
Managing Director, Mid-Market
Frank Hapak is a Managing Director within Trivest's Mid-Market fund.
Stephen Koren
Managing Director, Recognition
Stephen Koren is a Managing Director focused on the Recognition Fund.
Arturas Rainys
Managing Director, TGIF
Arturas Rainys is a Managing Director for Trivest's non-control investment fund, TGIF.
Chris Berton
Principal, BD
Chris Berton is a Principal responsible for business development and the evaluation of investment opportunities.
Brent Blankenship
Director, TGIF Originations
Brent Blankenship serves as Director of Originations for the firm's non-control investment strategy, TGIF.
Stephen Saunders
Operating Executive and Head of Portfolio M&A
Stephen Saunders serves as Operating Executive and Head of Portfolio M&A.
Sonia Lopez
Chief Compliance Officer & Senior Staff Counsel
Sonia Lopez serves as the firm's Chief Compliance Officer and Senior Staff Counsel.
Belle Verhulst
Head of Marketing
Belle Verhulst serves as the Head of Marketing at Trivest Partners.
Deals on record
4 on record in the indexPlatform investment
Trivest Partners acquired Applied Value
Date not stated
Source: wsj.comPlatform investment
Trivest Partners acquired J.H. Secord Enterprises
Date not stated
Source: cassels.comPlatform investment
Trivest Partners acquired J.H
Date not stated
Source: cassels.comDeals are listed only where a public source names both sides. Submit a correction.
Portfolio on record
Portfolio by sector
- Unclassified54 of 56
- B2B Software1 of 56
- Business Services1 of 56
56 portfolio companies on record in the index, grouped by sector hub.
Current and exited
Current: 56 of 56Exited: 0 of 56
Portfolio size among all firms
56 companies on record, more than 68% of the 405 firms in the index.
0885 companies (log scale)
Portfolio Companies
| Company | Sector | Status | Website |
|---|---|---|---|
| Algoworks | Not on record | Current | Not on record |
| Alta Pest Control | Not on record | Current | Not on record |
| Applied Value | Not on record | Current | Not on record |
| BrightStep | Not on record | Current | Not on record |
| Canopy | Not on record | Current | Not on record |
| Captiva | Not on record | Current | Not on record |
| Citco Water | Not on record | Current | Not on record |
| Creative Service | Not on record | Current | Not on record |
| EPIKA | Not on record | Current | Not on record |
| FrontRow | Not on record | Current | Not on record |
| Game One | Not on record | Current | Not on record |
| GetixHealth | Not on record | Current | Not on record |
| Growth Ortho | Not on record | Current | Not on record |
| Hazmasters | Not on record | Current | Not on record |
| HighGround | Not on record | Current | Not on record |
| Hinton | Not on record | Current | Not on record |
| Jon-Don | Not on record | Current | Not on record |
| Lamark | Not on record | Current | Not on record |
| LMC | Not on record | Current | Not on record |
| MGT | Not on record | Current | Not on record |
| Naturpak | Not on record | Current | Not on record |
| NCS | Not on record | Current | Not on record |
| NorthStar | Not on record | Current | Not on record |
| NovaTech | Not on record | Current | Not on record |
| Nuenergen | Not on record | Current | Not on record |
| Office Pride | Not on record | Current | Not on record |
| Oil Changers | Not on record | Current | Not on record |
| OpenRoad Collision | Not on record | Current | Not on record |
| Optima | Not on record | Current | Not on record |
| Pave America | Not on record | Current | Not on record |
| PCRK | Not on record | Current | Not on record |
| Pelican | Not on record | Current | Not on record |
| PeopleShare | Not on record | Current | Not on record |
| Perricone | Not on record | Current | Not on record |
| PMG Glasgow | Not on record | Current | Not on record |
| PPR | Not on record | Current | Not on record |
| PRHG | Not on record | Current | Not on record |
| Province | Not on record | Current | Not on record |
| Quatrro | Not on record | Current | Not on record |
| Redcon1 | Not on record | Current | Not on record |
| ScanSTAT | Not on record | Current | Not on record |
| Sentinel | Not on record | Current | Not on record |
| Take 5 | Not on record | Current | Not on record |
| TCDI | Not on record | Current | Not on record |
| Thermal Concepts | Not on record | Current | Not on record |
| Total Sanitation Services | Not on record | Current | Not on record |
| TPGS | Not on record | Current | Not on record |
| Transit | Not on record | Current | Not on record |
| True North | Not on record | Current | Not on record |
| Truway | Not on record | Current | Not on record |
| Turnpoint | Not on record | Current | Not on record |
| Unosquare | Not on record | Current | Not on record |
| Vannguard LLC | Not on record | Current | Not on record |
| Veritran | Not on record | Current | Not on record |
| Vohra | Not on record | Current | Not on record |
| Wise | Not on record | Current | Not on record |
Source: https://www.trivest.com/our-private-equity-portfolio/
Firms that also back Trivest Partners' companies
Co-investor web
Line width shows shared portfolio companies on record in the index. Top 8 co-investors shown.
AEA Investors1 shared company
Alpine Investors1 shared company
Altor Equity Partners1 shared company
Canaan Partners1 shared company
H.I.G. Capital1 shared company
Lead Edge Capital1 shared company
Platinum Equity1 shared company
The Riverside Company1 shared company
Questions about Trivest Partners
- Where is Trivest Partners headquartered?
- Trivest Partners is headquartered in Coral Gables, USA, according to the public sources this profile is built from.
- When was Trivest Partners founded?
- Public sources give 1980 as the year Trivest Partners was founded.
- Which sectors does Trivest Partners invest in?
- Trivest Partners lists Pool Service Brands, Food Brands (Miami Beef), Residential Garage Door Platform, Artificial Intelligence (AI) and Engineering Services among its focus areas.
- How many portfolio companies does Trivest Partners have?
- PE Firm Index tracks 56 Trivest Partners portfolio companies from the firm's public portfolio page, as of 2026-11-02. The firm's own count may differ, for example where exited companies are listed.
- What deals has Trivest Partners done recently?
- The most recent deal on record here is: Trivest Partners acquired Applied Value Group. This page lists 4 deals, each with its public source.
- Who leads Trivest Partners?
- Public sources name Jamie Elias (Managing Partner, TGIF), Dave Gershman (Managing Partner, General Counsel) and Jorge Gross Jr. (Managing Partner, Recognition) among Trivest Partners' leadership.
- Which firms are similar to Trivest Partners?
- By overlap in portfolio sectors in this index: FSN Capital, Catacap and Mason Wells.
Sources for this profile, updated 2026-11-02
- Firm website
- Deal reports (4), linked beside each deal
This profile is based on publicly available information and may be incomplete or outdated. PE Firm Index is not affiliated with Trivest Partners and does not provide investment advice.
Firms similar to Trivest Partners
FSN Capital
Both hold Business Services and B2B Software companies; 60 tracked portfolio companies.
Catacap
Both hold Business Services and B2B Software companies; 19 tracked portfolio companies.
Mason Wells
Both hold Business Services and Industrials companies; 44 tracked portfolio companies.
Bertram Capital
Both hold Business Services and Industrials companies; 42 tracked portfolio companies.
Chosen from this index by overlap in portfolio sectors, then by portfolio size. Not a ranking or a recommendation.