Investment Criteria

We look for experienced management teams seeking a partner with the same values, integrity and desire to build a better and stronger company. These collaborative partnerships with management, our team’s depth of experience, and our proven value creation toolkit combine to unlock the full potential of our portfolio companies and drive long-term value.


Our investment criteria include the following guidelines:


Transaction types

Majority and significant minority recapitalizations, buy-and- builds, management buyouts


Industries

Business, healthcare and consumer services


Company size

$4 million to $25 million of EBITDA


Company location

U.S. headquarters


Investment size

Typically, between $15 million and $50 million of equity invested into each portfolio company with the ability to invest additional equity capital via co-investment from limited partners


Business and industry attributes

  • Founder-owned, family-owned, and closely held businesses
  • Proven business model with a demonstrated track record of growth
  • Strong competitive position and value proposition
  • Significant recurring revenue base
  • Strong margins and free cash flow generation
  • Value creation opportunities


Referrals

Trinity Hunt welcomes investment proposals and referrals from owners, advisors, and intermediaries representing companies seeking an equity partner. We will pay reasonable referral fees provided such fees are pre-negotiated and agreed to in writing.