Overview

We’re seeking North American-headquartered, middle-market businesses across industry sectors with strong strategic viability and actionable near-term opportunities for transformational growth through operational improvements.

What We Look For

• $40 million to $1.5 billion of revenues
• Invest $10 to $250 million of equity and/or debt platform
• Leading, defensible market position with sustainable competitiveness
• Differentiated and diversified products or services
• At or near an inflection point in business life cycle

What Makes Trive a Good Fit

• Transition planning for private or family businesses
• Under-resourced or in need of additional capital
• Corporate carve-outs or orphaned divisions
• Complex and special situations in out-of-favor, but protected niches
• Take private or undersized public companies
• Underperforming or operationally challenged businesses

Sectors of Focus Include

• 
  Aerospace & Defense
• 
  Automotive
• 
  Building Products
• 
  Business Services
• 
  Chemicals
• 
  Engineering & Infrastructure
• 
  Consumer Goods
• 
  Energy Services
• 
  Food & Beverage
• 
  Healthcare
• 
  Manufacturing
• 
  Plastics & Packaging
• 
  Technology, Media & Telecom
• 
  Transportation & Logistics

Overview

We specialize in creating bespoke, tailored capital solutions to companies at or near an inflection point. From special situation credit to non-control equity capital, our focus is the needs of the business, existing shareholders and management teams. Agnostic to capital structure, Trive invests with a hands-on operational approach, seeking to drive value by forming meaningful and collaborative partnerships.

Download Structured Capital Overview

Investment Criteria

• Currently or historically profitable
• $10 to $250 million of capital need
• Family or institutionally owned
• Sustainable competitiveness
• At or near an inflection point in business life cycle

What Makes Trive a Good Fit

• Speed and certainty
• Longer term, patient capital
• Hands-on, operational and strategic support
• Unlimited structural and covenant flexibility
• Tailored payment options
• Emphasis on intrinsic value vs. credit analysis

Sectors of Focus Include

• 
  Aerospace & Defense
• 
  Automotive
• 
  Building Products
• 
  Business Services
• 
  Chemicals
• 
  Engineering & Infrastructure
• 
  Consumer Goods
• 
  Energy Services
• 
  Food & Beverage
• 
  Healthcare
• 
  Manufacturing
• 
  Plastics & Packaging
• 
  Technology, Media & Telecom
• 
  Transportation & Logistics

Overview

We’re seeking North American-headquartered, lower middle-market businesses across industry sectors with strong strategic viability and business fundamentals.

What We Look For

• Post revenue, cash flow positive
• Invest <$10 million of equity and/or debt platform
• Management team seeking a partner to help drive growth and long-term value

What Makes Trive a Good Fit

• Transition planning for private or family businesses
• Under-resourced or in need of additional capital
• Corporate carve-outs or orphaned divisions
• Complex and special situations in out-of-favor, but protected niches

Small Cap

• 
  Aerospace & Defense
• 
  Automotive
• 
  Building Products
• 
  Business Services
• 
  Chemicals
• 
  Engineering & Infrastructure
• 
  Consumer Goods
• 
  Energy Services
• 
  Food & Beverage
• 
  Healthcare
• 
  Manufacturing
• 
  Plastics & Packaging
• 
  Technology, Media & Telecom
• 
  Transportation & Logistics

Overview

We seek stabilized acquisition, value-add repositioning, and ground-up development opportunities across domestic markets on a direct basis and through joint venture relationships. Our philosophy is centered around creating value at the asset level through a hands-on, collaborative approach.

What We Look For

• $5 to $25 million equity investments
• Direct investment or joint venture opportunities
• Multifamily and industrial, with a flexible mandate to pursue other asset classes opportunistically
• Geographic markets with strong population and job growth
• Yield growth through hands-on value creation
• Discount to replacement cost

What Makes Trive a Good Fit

• Hands-on Operational and Strategic Support
• Speed and Certainty
• Nimble Strategy
• Flexible, Patient Capital
• Relationship Focus
• Data Driven Approach

ASSET CLASS

• Thematic
• 
  Multifamily
• 
  Industrial
• Opportunistic
• 
  Retail
• 
  Office
• 
  Life Sciences
• 
  Senior Housing
• 
  Hospitality
• 
  Special Situations