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Trinity Advisory Group, LP

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Trinity Advisory Group, LP

Overview:

Trinity Advisory Group is a full service private equity advisory firm focusing on providing middle market companies with sound financial advice, training, and access to capital.

Middle market companies are underserved by the investment banking profession, because they have special requirements. The capital markets for small and mid-sized business investments are not always as predictable as those for large companies. The right capital partner may be a high net worth individual or it may be a little known small investment fund. Placing an investment in firms of this size or identifying a buyer can require a great deal of work, and the process can be completely overwhelming for a management team. That's where Trinity Advisors comes in.

We offer the following services:
Strategic assessment and valuation of businesses
Executive training
Capital structuring services - including commercial bank, mezzanine and SBA loans
Strategic planning
Multi-year exit and succession planning
CFO services for smaller companies

Trinity combines experience, relationships, technology and experience to serve middle market and emerging companies across a broad spectrum of industries. We are committed to add value in every interaction with our clients, since we don't succeed unless you do.

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