Operating Partners

Trident works with seasoned Operating Partners to buy, build, and realize value in U.S. small businesses by...

Being a patient and thoughtful equity investment partner that is value-oriented and thinks long-term

Supporting post-investment professionalization through  recruiting, sales and marketing, strategy, and technology implementation

Aligning incentives with Operating Partners and Management Teams to seek to create the best outcomes

Trident works with Operating Partners who…

Seasoned Industry Executives: Proven operators with deep subsector expertise and a track record of scaling lower-middle-market platforms

Thesis-Driven Deal Origination: Partner with Trident to co-develop domain theses and unlock proprietary, off-market opportunities before sell-side processes begin

Aligned Value Creation: Steer platforms as C-suite executives or active Board members, aligned through management incentives

Trident targets U.S.-based businesses that meet the following criteria

$25MM - $50MM

EQUITY INVESTMENT

$10MM - $100MM+

REVENUE

$2MM - $20MM

EBITDA
Transaction Types

Management buyouts

Recapitalizations

Acquisition capital

Majority positions

Opportunity Criteria

Historical profitability

Clear value proposition

Defensible market position

Stable revenue streams

Seasoned management teams

TarGET SECTORS

Industrials

Healthcare

Consumer

Are you an Operating Partner?

If you are a seasoned Manager or Operating Partner interested on working with institutional capital, connect with us below and our investment team will reach out to you about joining our platform.