# Trivest Partners

Trivest Partners is a Private Equity based in Coral Gables, United States.

## Overview

- **Organization type:** Private Equity
- **Headquarters:** Coral Gables, United States
- **Region:** North America
- **Address:** 2811 Ponce de Leon Blvd, Ste 400, Coral Gables, FL 33134, United States
- **Founded:** 1981
- **Assets under management:** Undisclosed
- **Website:** www.trivest.com
- **LinkedIn:** https://www.linkedin.com/company/trivestpartners

## Regulatory record

- **Reports private funds:** No

## About

Trivest is a private equity firm exclusively focused on the growth and support of founder-led and family-owned businesses. Since 1981 it has been a leading private equity source for founder and family-owned businesses and is the oldest private equity firm in the Southeastern United States. It offers control and non-control investments through four dedicated funds and serves as active board members rather than using an operating partner model.

## Sectors

- Business Services
- Industrials
- Consumer
- Healthcare Services
- Enterprise Software

## Offices

- Charlotte
- Chicago
- Los Angeles
- New York
- Toronto

## People

- Jamie Elias — Partner
- Dave Gershman — General Counsel
- Jorge Gross Jr. — Partner — leads Trivest Recognition Fund
- Brian Connell — Partner — emphasis on Trivest Discovery Fund

## Questions

### Who runs investment decisions at Trivest?

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.

### What investment stages does Trivest typically target?

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.

### Where does the underlying capital come from if it's not a single family?

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.

### What is Trivest's known posture on co-investments alongside external GPs?

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.

## Related profiles

- [Trive Capital](https://altss.com/profile/trive-capital)
- [True North Associates](https://altss.com/profile/true-north-associates)

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Last updated: 2026-08-11T15:08:22.057Z

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