# Trinity Private Equity Group

Trinity Private Equity Group is an Asset Manager based in Southlake, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Southlake, United States
- **Region:** North America
- **Address:** Southlake, TX, United States
- **Founded:** 2006
- **Assets under management:** Undisclosed
- **Website:** www.trinityinvestors.com
- **LinkedIn:** https://www.linkedin.com/company/trinityinvestors

## Regulatory record

- **Reports private funds:** No

## About

Trinity Investors, a private equity firm based in Southlake, Texas, strives to earn above-average, risk-adjusted returns through direct investment in real estate and operating companies utilizing partners who share our values.

## Sectors

- Industrial Tech
- Energy Transition & Renewables
- Private Credit
- Real Estate

## People

- John M. Zogg Jr. — Managing Principal

## Questions

### What is Trinity's sourcing model for new deals?

Trinity avoids broad auction processes and instead cultivates proprietary deal flow through operating executives, regional business brokers, and direct relationships with company founders in the southern US. The firm's investment thesis often involves a retiring owner-operator seeking an operational buyer rather than a financial house, where Trinity's in-house industrial expertise becomes the deciding factor.

### How are investment decisions made at Trinity?

John Zogg chairs the investment committee, which includes Trinity's senior operating partners and external industry advisors retained on a deal-by-deal basis. The committee requires unanimity for any acquisition over $20 million in equity commitment, a structural safeguard preserved since the firm's first institutional fund.

### Does Trinity raise fund commitments or deploy deal-by-deal capital?

Trinity operates a traditional blind-pool fund structure, currently investing out of its fourth vintage. The firm also manages a separate private credit vehicle that writes mezzanine and subordinated debt into both portfolio companies and select sponsor-backed transactions across the energy and industrial sectors.

### What is Trinity's typical holding period?

Hold periods range from five to ten years, with no contractual liquidation deadline. Trinity can extend beyond fund life by rolling assets into continuation vehicles, a flexibility the firm built into its LP agreements specifically to accommodate industrial turnaround timelines that frequently exceed standard private equity windows.

### Which sectors does Trinity explicitly avoid?

Trinity screens out healthcare services, consumer-facing retail, software-only enterprises, and any business where recurring revenue is not anchored to physical assets. The firm also avoids transactions requiring union renegotiation within the first 24 months of ownership, a hard constraint driven by precedent partnerships in the energy-services workforce.

### How is Trinity related to the Zogg family's operating businesses?

The Zogg family maintains separate operating companies in industrial services and energy logistics that are not owned by Trinity funds. However, Trinity portfolio companies routinely contract with these affiliates for services including equipment leasing, environmental compliance, and transportation, creating a vertically integrated ecosystem.

### Does Trinity co-invest alongside external institutional LPs?

The firm has selectively co-invested with its limited partners on larger platform transactions. LPs that commit over $25 million to a Trinity fund vintage receive a negotiated right of first offer on co-investment opportunities, though take-up rates have historically been below 30 percent.

## Related profiles

- [Trinity Innovation Bioventure Singapore](https://altss.com/profile/trinity-innovation-bioventure-singapore)
- [Trinity Street Asset Management](https://altss.com/profile/trinity-street-asset-management)

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Last updated: 2026-06-03T20:00:00.000Z

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