Trivest Partners

Day-to-day investment leadership sits with a group of long-tenured partners including Jamie Elias (joined 1997), Dave Gershman (joined 2002), and Jorge Gross Jr. (joined 2006). Each leads a distinct strategy — Gross runs the Recognition Fund, Brian Connell focuses on the Discovery Fund, and Elias heads TGIF, the non-control investment strategy. The firm maintains a formal Investment Committee that includes these partners.

Trivest targets founder-transition situations: buyouts, recapitalizations, and growth equity placements. The flagship buyout fund acquires majority stakes in mid-market companies, the Discovery Fund handles smaller lower-middle-market founder exits, and TGIF writes non-control growth checks. The firm does not pursue early-stage venture or distressed turnarounds.

Trivest raises capital from a broad base of institutional limited partners. The firm discloses the existence of an 'Investors' section on its website and a non-solicitation disclaimer, but as an asset manager it has never publicly attributed its AUM to a single family or individual wealth source.

Trivest operates as a lead or control investor and does not position itself as a co-investment or fund-of-funds platform for external managers. Its referral programs for independent sponsors and intermediaries are designed to source proprietary deal flow for Trivest funds, not to allocate capital to other GPs.