We put people first
Our experienced and dedicated team is the foundation that drives us to excel.
Investment Team
Conner Searcy
Managing Partner
Conner
Searcy
Managing Partner
Conner is the Managing Partner of Trive Capital, responsible for all facets of the firm’s activities.
Prior to founding Trive Capital, Conner was a Partner at Insight Equity, a firm he joined at inception. Conner has also worked at Stonegate, a middle market buyout firm focused on the building products industry, and Bain & Company where he focused on turnaround management, business strategy and merger integration consulting.
Conner received his MBA from Harvard Business School and B.A. from Vanderbilt University.
Chris Zugaro
Partner
Chris
Zugaro
Partner
Chris is a Partner and co-founder of Trive Capital. Chris sits on the Investment Committee of Trive and on the board of directors at most of Trive’s portfolio companies. Chris has responsibility for sourcing, executing, and managing investments which he has done historically across a variety of industries, situations, and security types.
Prior to co-founding Trive, Chris was a Principal at Insight Equity, a Dallas, TX area private equity firm. Chris was with the management consulting firm Bain & Company prior to Insight Equity where he worked with companies across industries and situations.
Chris received his MBA from the Stanford Graduate School of Business. He also holds a BS in Computer Engineering, Magna Cum Laude, from Texas A&M University.
David Stinnett
Partner
David
Stinnett
Partner
David is a Partner at Trive Capital. His responsibilities include identifying and evaluating investment opportunities, performing transaction due diligence, and working with management teams to implement operational and growth strategies. Prior to joining Trive, David was with Insight Equity, where he was involved in deal execution and operations for investments across a number of different industries, including Automotive, Infrastructure, and Energy, among others.
Prior to joining Insight, David was an Associate at Pamlico Capital (formerly Wachovia Capital Partners), a Charlotte, NC-based private equity fund with $2 billion of capital under management. While at Pamlico, he evaluated and executed middle market buyout and growth equity investments in the Media, Communication and Technology Service sectors. In this role, he also provided on-going support to portfolio companies for add-on acquisitions, debt refinancing and various strategic projects. David began his career as an Analyst in the Merger & Acquisition group of McGladrey Capital Markets.
David graduated from Vanderbilt University where he earned a BA in both Economics and Philosophy, magna cum laude.
Blake Bonner
Partner
Blake
Bonner
Partner
Blake is a Partner at Trive Capital. His responsibilities include identifying and evaluating investment opportunities, performing transaction due diligence, and working with management teams to implement operational and growth strategies. Prior to joining Trive, Blake was with Insight Equity, where he helped launch the firm’s New York office. While at Insight, Blake identified and executed operational initiatives within portfolio companies and evaluated new investment opportunities across a number of different industries.
Blake has also worked as an Analyst with Houlihan Lokey, where he was a member of the Financial Restructuring Group. While at Houlihan, Blake was involved with a variety of transactions within the group, including creditor- and debtor-side restructurings and distressed mergers and acquisitions across various industry segments, including Technology, Telecommunications, Oil Field Services and Health Care.
Blake graduated magna cum laude with a BBA in Finance and Entrepreneurial Management from the Neeley School of Business at Texas Christian University.
Shravan Thadani
Partner
Shravan
Thadani
Partner
Shravan is a Partner at Trive Capital. His responsibilities include identifying and evaluating investment opportunities, performing transaction due diligence, and working with management teams to implement operational and growth strategies. Prior to joining Trive, Shravan was a Vice President at Sequel Holdings, a Dallas, TX based private equity firm. While at Sequel, Shravan sourced, executed, and managed investments in the Food & Beverage, Agribusiness and Plastics industries.
Before joining Sequel, Shravan was an Associate with Goldman Sachs’ Special Situations Group, the firm’s hybrid credit investment platform. While at GSSSG, Shravan was responsible for evaluating and executing credit and structured equity investments as well as partnering with portfolio companies to provide capital support. Prior to Goldman Sachs, Shravan was an Analyst with Houlihan Lokey.
Shravan received his BS in Economics and Masters in Professional Accounting (MPA) from the McCombs School of Business at the University of Texas at Austin.
Andrew Frank
Managing Director
Andrew
Frank
Managing Director
Andrew is a Managing Director at Trive Capital. His responsibilities include identifying and evaluating investment opportunities, performing transaction due diligence, and working with management teams to implement operational and growth strategies. Andrew re-joined the firm after serving as the Director of Finance at NxEdge, a Trive portfolio company. Prior to working at NxEdge, Andrew was a Senior Associate at Trive.
Before originally joining Trive in 2015, Andrew was an Associate at a family investment office in Florida. Prior to that, Andrew was an Analyst within the Consumer & Retail Investment Banking Group at William Blair, where he advised on a variety of mergers, acquisitions, and equity financings.
Andrew received his BBA from the Ross School of Business at the University of Michigan, where he graduated with distinction and a concentration in Finance and Accounting.
Tanner Cope
Managing Director
Tanner
Cope
Managing Director
Tanner is a Managing Director at Trive Capital. His responsibilities include identifying and evaluating investment opportunities, performing transaction due diligence, and working with management teams to implement operational and growth strategies. Prior to joining Trive, Tanner was an Analyst for Morgan Stanley where he was a member of the Energy Investment Banking Group. While at Morgan Stanley, Tanner was involved with a variety of mergers, acquisitions, and debt and equity offerings across the exploration and production, midstream, and energy services sectors.
Tanner began his career as an Analyst for Main Street Capital Corporation, a Houston-based Business Development Company, where he focused on valuation of debt and equity investments in Middle and Lower Middle Market portfolio companies.
Tanner graduated Summa Cum Laude from the Kelley College of Business at Hardin-Simmons University where he earned a BBA in Economics and Accounting.
Jared Reyes
Managing Director
Jared
Reyes
Managing Director
Jared is a Managing Director at Trive Capital. His responsibilities include identifying and evaluating investment opportunities, performing transaction due diligence, and working with management teams to implement operational and growth strategies. Prior to attending business school, Jared was an Associate at Trive.
Before joining Trive, Jared was an Associate at Rockland Capital, a private equity firm focused on the energy sector. Previously, Jared worked as an Analyst for Jefferies & Company in their Restructuring & Recapitalization Group. While at Jefferies, Jared was involved with a variety of transactions within the group, including creditor- and debtor-side restructurings and distressed mergers and acquisitions.
Jared received his MBA from the Harvard Business School and graduated with Honors from The University of Texas at Austin.
Eric Hsu
Managing Director
Eric
Hsu
Managing Director
Eric is a Managing Director at Trive Capital. His responsibilities include identifying and evaluating investment opportunities, performing transaction due diligence, and working with management teams to implement operational and growth strategies.
Prior to joining Trive, Eric was a Principal at Lee Equity Partners, a New York based private equity firm. While at Lee Equity, Eric was involved in evaluating, executing, and managing investments in the financial services industry. Eric began his career as an Associate Consultant in the Strategic Consulting and Private Equity practices of Bain & Company.
Eric graduated from Dartmouth College with a BA in Economics and Mathematics, and is a CFA Charterholder.
Lavanya Srinivasan Mo
Managing Director
Lavanya
Srinivasan Mo
Managing Director
Lavanya is a Managing Director at Trive Capital. Her responsibilities include identifying and evaluating investment opportunities, performing transaction due diligence, and working with management teams to implement operational and growth strategies.
Prior to joining Trive, Lavanya was a Vice President at Partners Group, where she sourced, executed, and managed investments in the industrial and professional services industries. Prior to Partners Group, Lavanya was the first employee at Kepler Cannon, a boutique management consulting firm focused on financial services. Lavanya began her career as an Analyst at Citi.
Lavanya received her MBA with Honors from The Wharton School at the University of Pennsylvania, and graduated from the University of Pennsylvania with a BS in Economics (Wharton) and BA in International Studies.
Hunter Todd
Managing Director
Hunter
Todd
Managing Director
Hunter is a Managing Director at Trive Capital. His responsibilities include identifying and evaluating investment opportunities, performing transaction due diligence, and working with management teams to implement operational and growth strategies.
Prior to joining Trive, Hunter was a Vice President at Blue Sage Capital, a lower middle market private equity firm. While at Blue Sage, Hunter was involved in sourcing, executing and monitoring investments across the business services and manufacturing verticals. Previously, Hunter served in an operating role with High Brew Coffee, where he led the company’s finance group and served as a member of the Executive Team.
Hunter began his career as an Analyst in J.P. Morgan’s Investment Banking Division where was involved in mergers and acquisitions and capital market activities within the consumer and retail industries.
Hunter received both undergraduate and graduate degrees in Accounting from the University of Texas, where he graduated with honors.
Jay Vise
Vice President
Jay
Vise
Vice President
Jay is a Vice President at Trive Capital. His responsibilities include identifying and evaluating investment opportunities, performing transaction due diligence, and working with management teams to implement operational and growth strategies. Prior to attending business school, Jay was an Associate at Trive.
Before joining Trive, Jay was an Analyst in Houlihan Lokey’s Financial Restructuring Group. While at Houlihan, Jay was involved in a variety of transactions including creditor-side restructurings, distressed mergers and acquisitions, and debt financings across various industry segments.
Jay received his MBA from the University of Chicago Booth School of Business and graduated with a BA in Economics & History from Vanderbilt University.
Caleb Peterson
Vice President
Caleb
Peterson
Vice President
Caleb is a Vice President at Trive Capital. His responsibilities include identifying and evaluating investment opportunities, performing transaction due diligence, and working with management teams to implement operational and growth strategies. During his time in business school, Caleb also completed an MBA internship at Trive.
Prior to attending business school, Caleb was an Associate at Tailwind Capital, a middle market private equity firm. While at Tailwind, Caleb was involved in executing and monitoring investments across the distribution, infrastructure services, and transportation verticals.
Caleb began his career as an Analyst in Goldman Sachs’ Investment Banking Division. While at Goldman, Caleb was involved in a variety of transactions including corporate carve-outs, mergers and acquisitions, debt financings, and initial public offerings within the firm’s Industrials group.
Caleb received his MBA from the Wharton School of the University of Pennsylvania and graduated Summa Cum Laude from Georgetown University with a BS in Finance and Accounting.
Riya Patel
Vice President
Riya
Patel
Vice President
Riya is a Vice President at Trive Capital. Her responsibilities include identifying and evaluating investment opportunities, performing transaction due diligence, and working with management teams to implement operational and growth strategies.
Prior to Trive, Riya was an Analyst at Cain Brothers, a division of KeyBanc Capital Markets. While at Cain Brothers, Riya was involved in a variety of mergers and acquisitions across the healthcare sector.
Riya graduated from the McCombs School of Business at The University of Texas at Austin where she earned a BBA in Finance and a minor in Management Information Systems.
Nick Erturkuner
Vice President
Nick
Erturkuner
Vice President
Nick is a Vice President at Trive Capital. His responsibilities include identifying and evaluating investment opportunities, performing transaction due diligence, and working with management teams to implement operational and growth strategies. Prior to attending business school, Nick was an Associate at Trive.
Prior to joining Trive, Nick was an Associate at Comvest Partners, a Florida based middle market private equity firm. While at Comvest, Nick was responsible for evaluating, executing and monitoring investments for the private equity strategy. Nick began his career as an Analyst in Wells Fargo Securities’ Middle Market Group where he executed mergers and acquisitions and capital market transactions across a variety of industries.
Nick received his MBA from the Kellogg School of Management at Northwestern University and graduated Summa Cum Laude from Case Western Reserve University where he earned a B.S. in Finance.
Walker Tiller
Vice President
Walker
Tiller
Vice President
Walker is a Vice President at Trive Capital. His responsibilities include identifying and evaluating investment opportunities, performing transaction due diligence, and working with management teams to implement operational and growth strategies.
Prior to joining Trive, Walker was a Senior Associate at Align Capital Partners, where he evaluated, executed and supported the firm’s investments in various industries including professional services, tech-enabled services, specialty manufacturing and distribution, and healthcare companies. Walker began his career as an Analyst for Fidus Partners, a Charlotte-based investment bank, where he was involved in mergers and acquisitions in the industrial and professional services industries.
Walker received his MBA from the Kellogg School of Management at Northwestern University and graduated Cum Laude from the Williams School of Commerce at Washington and Lee University where he earned a BS in Economics and Business Administration.
Amy Xu
Vice President
Amy
Xu
Vice President
Amy is a Vice President at Trive Capital. Her responsibilities include identifying and evaluating investment opportunities, performing transaction due diligence, and working with management teams to implement operational and growth strategies.
Prior to joining Trive, Amy was Head of Strategy at BOGE Rubber & Plastics Group, where she sourced, executed, and managed investments in manufacturing, renewable energy, and material sectors. Previously, Amy served as Chief of Staff at a CRRC subsidiary and led cross-border M&A activities.
Amy received her MBA from the Harvard Business School and graduated with a BBA and MPA in Accounting from the University of Texas at Austin.
Carter Fine
Vice President
Carter
Fine
Vice President
Carter is a Vice President at Trive Capital. His responsibilities include identifying and evaluating investment opportunities, performing transaction due diligence, and working with management teams to implement operational and growth strategies.
Before joining Trive, Carter was a Vice President at Renovo Capital, a lower middle market private equity firm. While at Renovo, Carter was involved in sourcing, executing and managing investments across the advanced manufacturing, specialty materials and industrial services verticals. Previously, Carter was an Associate at CenterOak Partners, where he evaluated private equity investment opportunities across a broad range of industries.
Carter began his career as an Analyst with J.P. Morgan’s Diversified Industries Investment Banking group, where he was involved in mergers and acquisitions and capital markets activities.
Carter graduated from the McCombs School of Business in the Canfield Business Honors Program at The University of Texas at Austin, where he earned a BBA in Finance and a minor in Accounting.
Kevin Lee
Vice President
Kevin
Lee
Vice President
Kevin is a Vice President at Trive Capital. His responsibilities include identifying and evaluating investment opportunities, performing transaction due diligence, and working with management teams to implement operational and growth strategies.
Prior to attending business school, Kevin was a Senior Associate at Pantheon Ventures, a global private equity and alternative investment manager. While at Pantheon, Kevin was involved in executing and monitoring investments across the financial services, business services, and consumer verticals.
Kevin began his career as an Analyst in Morgan Stanley’s Investment Banking Division. While at Morgan Stanley, Kevin was involved in a variety of mergers and acquisitions, debt financings, and initial public offerings within the firm’s financial services group.
Kevin received his MBA from The Wharton School at the University of Pennsylvania and graduated from Emory University with a BBA in Accounting & Finance (Goizueta) and BA in Economics.
Varun Parikh
Vice President
Varun
Parikh
Vice President
Varun serves as a Vice President at Trive Capital. His responsibilities include evaluating deals, conducting due diligence, and collaborating with Trive’s portfolio companies to implement value creation initiatives.
Prior to joining Trive, Varun was an Associate at Apollo Global Management and an Analyst at Samara Capital in India. During his tenure at both firms, Varun specialized in executing buyout and buy-and-build transactions in India.
Varun received his MBA from The Wharton School, University of Pennsylvania, and graduated with a Business Major from Mumbai University. Additionally, he is a Chartered Accountant from the Institute of Chartered Accountants of India.
Howard Armistead
Vice President
Howard
Armistead
Vice President
Howard is a Vice President at Trive Capital. His responsibilities include identifying and evaluating investment opportunities, performing transaction due diligence, and working with management teams to implement operational and growth strategies.
Prior to joining Trive, Howard was an Analyst at Harris Williams. While at Harris Williams, Howard was involved in a variety of mergers and acquisitions across the healthcare sector.
Howard graduated from Wake Forest University where he earned a BS in Finance.
John Hamilton
Vice President
John
Hamilton
Vice President
John is a Vice President at Trive Capital. His responsibilities include identifying and evaluating investment opportunities, performing transaction due diligence, and working with management teams to implement operational and growth strategies.
Prior to joining Trive, John was an Analyst at Moelis & Company. While at Moelis & Company, John was involved in a variety of transactions including mergers and acquisitions, debtor-side restructurings and financings across the energy sector.
John graduated from the Cox School of Business at Southern Methodist University where he earned a BBA in Finance.
Connor Anderson
Associate Vice President
Connor
Anderson
Associate Vice President
Connor is an Associate Vice President at Trive Capital. His responsibilities include identifying and evaluating investment opportunities, performing transaction due diligence, and working with management teams to implement operational and growth strategies.
Before joining Trive, Connor was an Associate at EnCap Investments, an Oil and Gas Private Equity firm in Dallas. Prior to that, Connor was an Analyst for ScotiaBank and Deutsche Bank where he was a member of their Energy Investment Banking Groups. While at ScotiaBank and Deutsche Bank, Connor was involved with a variety of mergers, acquisitions and debt and equity financings across the exploration and production, midstream and energy services sectors.
Connor graduated from the McCombs School of Business at The University of Texas at Austin where he earned a BBA in Finance and a minor in Accounting.
David Gaines
Associate Vice President
David
Gaines
Associate Vice President
David is an Associate Vice President at Trive Capital. His responsibilities include identifying and evaluating investment opportunities, performing transaction due diligence, and working with management teams to implement operational and growth strategies.
Prior to joining Trive, David was an Analyst at Harris Williams. While at Harris Williams, David was involved in a variety of mergers and acquisitions across the infrastructure services sector.
David graduated from LSU with Upper Honors Distinction where he earned a BS in Finance.
Brian Liew
Associate Vice President
Brian
Liew
Associate Vice President
Brian is an Associate Vice President at Trive Capital. His responsibilities include identifying and evaluating investment opportunities, performing transaction due diligence, and working with management teams to implement operational and growth strategies.
Before joining Trive, Brian was an associate with The Sterling Group, a middle-market private equity firm based in Houston. Prior to that, he worked as an investment banking analyst with Morgan Stanley’s Global Energy Group in Houston, where he advised oil majors and upstream operators on mergers and acquisitions as well as capital raising activities.
Brian received his BBA in Accounting and a Masters in Professional Accounting (MPA) from the McCombs School of Business at the University of Texas at Austin.
James Hands
Senior Associate
James
Hands
Senior Associate
James is a Senior Associate at Trive Capital. His responsibilities include identifying and evaluating investment opportunities, performing transaction due diligence, and working with management teams to implement operational and growth strategies.
Before joining Trive, James was an Associate at Harbert Infrastructure, a Power and Renewables Private Equity firm based in Birmingham. Prior to that, James worked as an Analyst in ScotiaBank’s Energy Investment Banking Group in Houston. While at ScotiaBank, James was involved with a variety of mergers and acquisitions across the exploration and production, midstream, and downstream sectors.
James graduated from Vanderbilt University where he earned a BA in Economics and a Minor in Corporate Strategy.
Jake Lansford
Senior Associate
Jake
Lansford
Senior Associate
Jake is a Senior Associate at Trive Capital. His responsibilities include identifying and evaluating investment opportunities, performing transaction due diligence, and working with management teams to implement operational and growth strategies.
Prior to joining Trive, Jake was an Analyst at Houlihan Lokey, where he was a member of the Financial Restructuring Group. While at Houlihan, Jake was involved in a variety of transactions within the group, including creditor- and debtor-side restructurings and distressed mergers and acquisitions across various industry segments including consumer, maritime and out-of-home entertainment.
Jake graduated Summa Cum Laude from the Neeley School of Business at Texas Christian University where he earned a BBA in Finance and Accounting and a minor in Economics.
Morgan Swenson
Senior Associate
Morgan
Swenson
Senior Associate
Morgan is a Senior Associate at Trive Capital. Her responsibilities include identifying and evaluating investment opportunities, performing transaction due diligence, and working with management teams to implement operational and growth strategies.
Prior to joining Trive, Morgan was an Analyst at UBS, where she was a member of the Energy Group. While at UBS, she advised energy transition companies and upstream operators on mergers and acquisitions as well as capital raising activities.
Morgan graduated Summa Cum Laude from the Cox School of Business at Southern Methodist University where she earned a BBA in Finance and a minor in Mathematics.
Jack Talkington
Senior Associate
Jack
Talkington
Senior Associate
Jack is a Senior Associate at Trive Capital. His responsibilities include identifying and evaluating investment opportunities, performing transaction due diligence, and working with management teams to implement operational and growth strategies.
Prior to joining Trive, Jack was an Associate at Stronghold Investment Management. Jack began his career as an analyst at UBS, where he was a member of the Energy Group. While at UBS, he advised energy transition companies, upstream operators and minerals and royalties companies on mergers and acquisitions as well as capital raising activities.
Jack graduated Cum Laude from the Cox School of Business at Southern Methodist University where he earned a BBA in Finance.
Rives Castleman
Associate
Rives
Castleman
Associate
Rives is an Associate at Trive Capital. His responsibilities include identifying and evaluating investment opportunities, performing transaction due diligence, and working with management teams to implement operational and growth strategies.
Prior to joining Trive, Rives was an Analyst at Piper Sandler, where he was a member of the Services & Industrials Investment Banking Group in Charlotte. While at Piper Sandler, Rives was involved in a variety of mergers and acquisitions throughout the industrial and business services sectors.
Rives graduated from Washington & Lee University where he earned a BS in Accounting and a Minor in Studio Art (Sculpture).
Ryan Hawkins
Associate
Ryan
Hawkins
Associate
Ryan is an Associate at Trive Capital. His responsibilities include identifying and evaluating investment opportunities, performing transaction due diligence, and working with management teams to implement operational and growth strategies.
Prior to joining Trive, Ryan was an Analyst at Houlihan Lokey, where he was a member of the Energy Group. While at Houlihan, Ryan was involved in a variety of transactions, including mergers and acquisitions, financings, and restructurings across the energy sector.
Ryan graduated Cum Laude from the Cox School of Business at Southern Methodist University where he earned a BBA in Finance and a minor in Statistics.
Connor Mulloy
Associate
Connor
Mulloy
Associate
Connor is an Associate at Trive Capital. His responsibilities include identifying and evaluating investment opportunities, performing transaction due diligence, and working with management teams to implement operational and growth strategies.
Prior to joining Trive, Connor was an Analyst at Raymond James, where he was a member of the Energy Group. While at Raymond James, he advised oilfield service companies, upstream operators and energy transition companies on mergers and acquisitions as well as capital raising activities.
Connor graduated from the Cox School of Business at Southern Methodist University where he earned a BBA in Finance.
Sterling Wynn
Associate
Sterling
Wynn
Associate
Sterling is an Associate at Trive Capital. His responsibilities include identifying and evaluating investment opportunities, performing transaction due diligence, and working with management teams to implement operational and growth strategies.
Prior to joining Trive, Sterling was an Analyst at UBS, where he was a member of the Energy Group. While at UBS, he advised energy transition companies on mergers and acquisitions as well as capital raising activities. He previously spent four years as a professional baseball player in the Texas Rangers organization.
Sterling graduated from the Jindal School of Management at the University of Texas at Dallas where he earned a BS in Finance.
Palak Kapoor
Associate
Palak
Kapoor
Associate
Palak is an Associate at Trive Capital. Her responsibilities include identifying and evaluating investment opportunities, performing transaction due diligence, and working with management teams to implement operational and growth strategies.
Prior to joining Trive, Palak was an Analyst at Bank of America, where she was a member of the Leveraged Finance Group. While at Bank of America, Palak was involved in a variety of transactions including leveraged buyouts, dividend recapitalizations and refinancings across various industry segments.
Palak graduated with Honors from the McCombs School of Business at The University of Texas at Austin where she earned a BBA in Finance and a minor in Entrepreneurship.
Lance Hanse
Associate
Lance
Hanse
Associate
Lance is an Associate at Trive Capital. His responsibilities include identifying and evaluating investment opportunities, conducting transaction due diligence, and collaborating with management teams to implement operational and growth strategies.
Prior to joining Trive, Lance was an Analyst at Houlihan Lokey, where he was part of the Financial Restructuring Group. During his time at Houlihan, Lance was involved in a variety of transactions, including both creditor- and debtor-side restructurings, as well as distressed mergers and acquisitions across multiple industry sectors, including building products, textiles, and environmental services.
Lance graduated summa cum laude from the McCombs School of Business at The University of Texas, where he earned a BBA in Finance and minored in Accounting.
Devonte Middleton
Associate
Devonte
Middleton
Associate
Devonte is an Associate at Trive Capital. His responsibilities include identifying and evaluating investment opportunities, performing transaction due diligence, and working with management teams to implement operational and growth strategies.
Before joining Trive, Devonte was an analyst with Solomon Partners Healthcare Group in New York. While at Solomon, Devonte was involved in a variety of mergers and acquisitions across the healthcare sector, including pharmaceuticals, healthcare services, and nuclear medicine.
Devonte graduated from the McCombs School of Business at The University of Texas at Austin where he earned a BBA in Finance.
Sam Talkington
Associate
Sam
Talkington
Associate
Sam is an Associate at Trive Capital. His responsibilities include identifying and evaluating investment opportunities, performing transaction due diligence, and working with management teams to implement operational and growth strategies.
Prior to joining Trive, Sam was an Analyst at Jefferies, where he was a member of the Financial Institutions Group. While at Jefferies, Sam was involved in a variety of transactions, including mergers and acquisitions, debt financings and equity offerings across the asset management, brokerage and financial technology sectors.
Sam graduated Summa Cum Laude from the Trulaske College of Business at the University of Missouri where he earned a Master of Accountancy, BS in Accountancy and BS in Economics.
Maddi Teufel
Associate
Maddie
Teufel
Associate
Maddi is an Associate at Trive Capital. Her responsibilities include identifying and evaluating investment
opportunities, performing transaction due diligence, and working with management teams to
implement operational and growth strategies.
Prior to joining Trive, Maddi was an Analyst at Harris Williams. While at Harris Williams, Maddi was
involved in a variety of mergers and acquisitions across industrials.
Maddi graduated from the University of Alabama where she earned a MS in Finance and a BS in Finance
and Economics.
Tye Weaver
Associate
Tye
Weaver
Associate
Zach Wilhelm
Associate
Zach
Wilhelm
Associate
Zach is an Associate at Trive Capital. His responsibilities include identifying and evaluating investment opportunities, performing transaction due diligence, and working with management teams to implement operational and growth strategies.
Before joining Trive, Zach was an Associate in William Blair’s Technology Investment Banking Group in Chicago. While at William Blair, Zach was involved in a variety of mergers and acquisitions across a broad range of technology subsectors. Prior to that, Zach was an Analyst in Scotiabank’s Energy Investment Banking Group in Houston.
Zach graduated from the University of Texas at Austin where he earned a BBA in Finance.
Business Development Team
Brad Wiginton
Managing Director, Head of Business Development
Brad
Wiginton
Managing Director, Head of Business Development
Brad is Managing Director, Head of Business Development at Trive Capital. He is focused on Trive’s Structured Capital investment strategy, where his responsibilities include identifying and evaluating investment opportunities, performing transaction due diligence, and working with management teams to implement operational and growth strategies.
Prior to joining Trive, Brad was a Vice President at Prudential Capital Group, a private investment arm of Prudential Financial, Inc. While at Prudential, Brad was responsible for sourcing, executing, and managing investments in a wide range of industries, including aerospace and defense, transportation, distribution, consumer finance, real estate, restaurants and equipment rental.
Brad began his career as an Associate at PricewaterhouseCoopers, where he was a member of the Investment Management audit practice.
Brad received his BS in Business Administration and Accounting from the Williams School of Commerce, Economics and Politics at Washington and Lee University.
Jeff Leatherman
Business Development
Jeff
Leatherman
Business Development
Jeff participates in Trive Capital’s Business Development efforts. He focuses on creating long-term value through relationship building, reaching out to traditional and non-traditional intermediaries, conducting diligence on investment targets, and identifying senior executive candidates.
Prior to joining Trive Capital, Jeff was VP of Business Development for investment banking firms Green Manning & Bunch and Citadel Advisory Group. Jeff also managed the sales and technical support teams for instrumentation manufacturing firm, In-Situ, Inc., in addition to launching and managing In-Situ’s OEM program. Prior to In-Situ, Jeff served as President of petroleum equipment and service firm, Dallas Pump Service & Supply Co., and participated in the Company’s sale process.
Jeff earned a BA degree from The University of Texas at Austin.
Katie Crepeau
Business Development
Katie
Crepeau
Business Development
Katie participates in Trive Capital’s Business Development efforts. She focuses on creating long-term value through relationship building, reaching out to traditional and non-traditional intermediaries, conducting diligence on investment targets, and identifying senior executive candidates.
Prior to joining Trive, Katie was an Associate in the Leveraged Finance group at MUFG in New York. While at MUFG, Katie evaluated investment opportunities for private equity backed transactions including leveraged buyouts, dividend recapitalizations and refinancings across a variety of sectors.
Katie graduated from the Price College of Business at the University of Oklahoma where she earned a BBA in Finance.
Katie Holtz
MARKETING & BUSINESS DEVELOPMENT COORDINATOR
Katie
Holtz
MARKETING & BUSINESS DEVELOPMENT COORDINATOR
Katie is the Marketing and Business Development Coordinator at Trive Capital. Prior to joining Trive, Katie earned her Texas Real Estate License and spent two years working with top producers in both Houston and Bastrop. Prior to her real estate ventures, Katie was an Executive Assistant at Highland Capital Management, a Dallas-based private investment firm.
Katie graduated from Texas Tech University with a Bachelor of Science in Retail Management.
Jacob Stiehl
Analyst, Business Development
Jacob
Stiehl
Analyst, Business Development
Jacob is a Business Development Analyst at Trive Capital. His responsibilities include supporting the execution of business development and marketing initiatives across the firm.
Prior to joining Trive, Jacob was an Investor Relations Analyst at Dell Technologies. While at Dell Technologies, Jacob completed their Finance Development Program.
Jacob received his BBA in Finance and MIS from the Hankamer School of Business at Baylor University.
Investment Team – Real Estate
Troy Daniel
PARTNER
Troy
Daniel
PARTNER
Troy is the Founding Partner of Trive Capital Real Estate. He oversees all elements of the real estate equity strategy including investment activities, portfolio and asset management, and partner communications.
Prior to joining Trive, Troy was a Managing Director at Thackeray Partners. During his 13+ year tenure, he was a leader on the firm’s Investment Committee and head of the industrial platform. Troy played an instrumental role in five institutional private equity funds representing approximately $4.6B in transaction value and equity placements of over $1.1B across multiple assets classes.
Troy received his MBA from The Wharton School at the University of Pennsylvania and graduated with a BBA from the University of Texas at Austin.
Robert Taylor
Managing Director
Robert
Taylor
Managing Director
Robert is a Managing Director at Trive Capital Real Estate. His responsibilities include identifying and evaluating investment opportunities, performing transaction due diligence, and asset-level business plan execution.
Prior to joining Trive, Robert was a Vice President at Thackeray Partners, a Dallas-based real estate investment firm. While at Thackeray, Robert was focused on acquisitions and asset management across the multifamily and industrial property types.
Robert holds a BBA in Finance and a BA in Plan II Honors from the University of Texas at Austin.
Noor Dharani
VICE PRESIDENT
Noor
Dharani
VICE PRESIDENT
Noor is a Vice President at Trive Capital Real Estate. Her responsibilities include real estate firm operations and strategic projects.
Prior to joining Trive, Noor was a Consultant at Blankenship Change Consulting, a boutique firm focused on change management. Prior to Blankenship, Noor was Director of Strategic Projects at Starwood Hotels & Resorts, as well as a Partner in a family-owned commercial real estate business. Noor began her career as an Investment Banking Analyst at JPMorgan in New York.
Noor received her MBA from The Wharton School at the University of Pennsylvania and graduated with a BBA from Emory University.
Brandon Hunter
Associate Vice President
Brandon
Hunter
Associate Vice President
Brandon is an Associate Vice President at Trive Capital Real Estate. His responsibilities include identifying and evaluating investment opportunities, performing transaction due diligence, and asset-level business plan execution.
Prior to joining Trive, Brandon was an Associate at TriGate Capital, a Dallas-based real estate investment firm. While at TriGate, Brandon was focused on acquisitions and asset management across all property types. Prior to that, Brandon was an Analyst for CapRidge Partners where he worked on a variety of value-add office acquisitions.
Brandon graduated from the McCombs School of Business at The University of Texas at Austin where he earned a BBA in Finance with a focus in Real Estate.
Operations Team
Steve Yoost
Partner, Chief Operating Officer
Steve
Yoost
Partner, Chief Operating Officer
Steve is a Partner and the Chief Operating Officer of Trive Capital. He oversees firm operational matters and is responsible for managing the Trive Operations Team.
Steve began his tenure at Trive Capital as General Counsel before being promoted to COO in 2020. He became Partner in 2023. Prior to joining Trive Capital, Steve was General Counsel of Hosting.com (now Ntirety) in Denver, Colorado. Prior to his role at Hosting, Steve practiced law with a large international law firm in Charlotte, North Carolina where he focused on mergers and acquisitions, securities law compliance, and corporate matters. From 2014 to 2016, Steve was an adjunct professor of law at the University of Denver Sturm College of Law where he taught a course on private equity.
Steve received his J.D. with honors from the Ohio State University Moritz College of Law and graduated magna cum laude with a B.A. from the College of William & Mary.
Elina Bampou
Chief Human Resources Officer
Elina
Bampou
Chief Human Resources Officer
Elina is the Chief Human Resources Officer at Trive Capital. Her responsibilities include oversight of the Human Resources function, including leading the strategic human capital initiatives for the firm.
Prior to joining Trive, Elina was a Senior HR Business Partner at Numis Securities, a London, UK based Investment Bank where she was responsible for HR for the Investment Bank, Technology and Operations divisions, alongside running Talent Management and Learning and Development for the firm. Prior to Numis, Elina was a Vice President/Executive Director within Human Capital Management at Goldman Sachs based in London, with HR responsibility across multiple divisions; having spent time in PricewaterhouseCoopers as a Human Capital Consultant and IBM prior to that.
Elina was awarded with Distinction an MSc in Human Resources Management and Organizational Analysis from King’s College London and holds a BSc in Business Management from the same university. Elina is a certified Executive Coach from Ashridge, Hult International Business School.
Amy Wesley
Global Head of Investor Relations
Amy
Wesley
Global Head of Investor Relations
Amy is the Global Head of Investor Relations at Trive Capital. She is responsible for capital formation, product development and investor communication.
Prior to joining Trive, Amy spent 10 years at The Carlyle Group, where she was most recently the Chief of Staff to the Global Head of Investor Relations, responsible for department operations, distribution strategy and strategic initiatives. Previously, she served as the Head of Investor Relations for Carlyle’s Real Estate Solutions Group. Prior to Carlyle, Amy worked in the UBS Private Funds Group, both in New York and London, where she advised financial sponsors on fundraising strategy and managed the global execution of private equity and private real estate fundraises.
She holds a B.A. in Communications from the University of Pennsylvania.
Kim Whitener
Chief Financial Officer
Kim
Whitener
Chief Financial Officer
Kim is the Chief Financial Officer at Trive Capital. Her responsibilities include oversight of the finance, accounting, and tax reporting functions in addition to general fund administration.
Prior to joining Trive, Kim spent over 14 years at the global investment firm TPG, where she was most recently Managing Director responsible for fund, management company, and GP accounting and operations. Prior to TPG, Kim started her career at Toll Brothers, a nationwide luxury homebuilder, as their Texas Division cost accountant.
Kim earned a B.S. in Accounting from the University of North Texas.
Jonathan Nunnaley
Chief Compliance Officer & Head of Special Projects
Jonathan
Nunnaley
Chief Compliance Officer & Head of Special Projects
Jonathan is the Chief Compliance Officer and Head of Special Projects at Trive Capital. His responsibilities include overseeing and managing regulatory compliance operations and firm initiatives for Trive Capital and its affiliates. Prior to assuming this role in 2021, Jonathan also served as CFO and oversaw the financial and tax reporting functions, as well as general fund administration.
Prior to joining Trive in 2014, Jonathan was Director of Private Equity Accounting for Jasper Ridge Partners, a global investment management firm which at the time managed over $11 billion of assets. While at Jasper Ridge, Jonathan managed the accounting and reporting functions for the private equity and real asset portfolios. In addition, he managed the client reporting for institutional and individual investors.
Before joining Jasper Ridge Partners, Jonathan was Controller for Oak Hill Strategic Partners, an exchange fund with $1.5 billion of assets under management. While at Oak Hill, he managed the back office and engaged in strategic planning related to tax matters, hedging activities and fund formation.
Jonathan earned a B.B.A. in Accounting from Southwestern Adventist University and is a Certified Public Accountant.
Trevor Johnston
General Counsel
Trevor
Johnston
General Counsel
Trevor is General Counsel of Trive Capital. He is responsible for managing all legal matters related to Trive Capital, its funds and investments. Trevor joined the firm in 2018 as Deputy General Counsel, with a primary focus of supporting Trive’s portfolio companies.
Prior to joining Trive Capital, Trevor was a partner in the restructuring and insolvency group of a large international law firm in Charlotte, North Carolina, where he represented lenders and other parties in loan restructurings and workouts, bankruptcy proceedings, federal and state court litigation and other distressed transactions. Prior to private practice, Trevor was a judicial law clerk to United States District Judge Henry Coke Morgan, Jr. in the Eastern District of Virginia.
Trevor received his J.D. from the University of Virginia School of Law, and his B.S., summa cum laude with honors, from Virginia Tech.
Trey Olson
Head of Tax
Trey
Olson
Head of Tax
Trey is the Head of Tax at Trive Capital. His responsibilities include transaction structuring, fund-level and deal-level tax planning, and oversight of the tax compliance and reporting function.
Prior to joining Trive, Trey spent five years at Hudson Advisors L.P., investment advisor to the Lone Star Funds, where he most recently served as Director and Senior Tax Counsel in Hudson’s Legal Department. In that capacity, Trey was responsible for structuring real estate and private equity deals originated by the Lone Star Funds in the Americas and for oversight of certain of Hudson’s global tax functions, including transfer pricing. Prior to his role at Hudson, Trey spent 12 years at Ernst & Young LLP in the firm’s Dallas, Washington D.C., and London offices where he advised foreign and U.S.-based corporate clients on international and transaction tax matters.
Trey received BA, MBA and JD degrees from the University of Oklahoma, as well as an MS in Accounting degree from the University of Texas at Dallas.
Laura Kirby
Management Company Controller
Laura
Kirby
Management Company Controller
Laura is the Management Company Controller at Trive Capital. Her responsibilities include oversight of the financial and operational accounting functions within Trive’s management companies.
Prior to joining Trive, Laura was Director of Corporate Accounting for Core-Mark International. Prior to this role, Laura worked in financial services including 10 years at the global investment firm TPG where she was responsible for management company operations. She started her career at Shell Oil Company in Houston, Texas.
Laura earned a BBA in Accounting and Finance from Texas Christian University and received her MBA at The University of Texas at Dallas.
Sean Lenihan
Director, IT
Sean
Lenihan
Director, IT
Sean is a Director of IT at Trive Capital. His responsibilities include leading IT, overseeing strategic and tactical technology operations and initiatives, including managing all daily technical operations, technical systems, and technical oversight of firm cybersecurity.
Before joining Trive, Sean was Director of IT at GAC Media. Prior to this role, Sean was Director of IT for Ranger Capital for 18 years.
Sean received his BBA in Computer Information Systems from Texas State University.
Warren Browne
Director, Tax
Warren
Browne
Director, Tax
Warren is a Director of Tax at Trive Capital. His responsibilities include all tax compliance and reporting, tax provisions, as well as providing support on various tax related matters across the portfolio. Prior to joining Trive, Warren was a Senior Manager at PricewaterhouseCoopers, a Big 4 public accounting firm. While at PwC, Warren managed the tax compliance and consulting for clients in various industries including private equity, real estate, and fund of funds. In addition, he has experience in tax modeling and tax technology development.
Warren earned a B.B.A. with High Honors and a Master in Professional Accounting from The University of Texas at Austin and is a Certified Public Accountant.
Hana Choe
Fund Controller
Hana
Choe
Fund Controller
Hana is the Fund Controller at Trive Capital. She is responsible for the accounting, operations, and reporting of the Trive Capital funds and supporting the finance team.
Prior to joining Trive Capital, Hana spent the last 14 years within the alternative investment and financial service industry in Dallas/Fort Worth and New York. Most recently she was Fund Controller at Tolleson Wealth Management responsible for accounting and administration of fund of funds and private equity partnerships. Prior to Tolleson Wealth, Hana was Senior Fund Controller at STRAIT Capital managing the fund administration and reporting for various private equity fund clients. Hana started her career at KPMG as an audit associate with clients spanning private equity and manufacturing industries.
Hana earned a B.S. in Accounting from the University of Texas in Arlington and is a Certified Public Accountant.
Delilah Daniel
Fund Controller
Delilah
Daniel
Fund Controller
Delilah is a Fund Controller at Trive Capital. She is responsible for the accounting, operations and reporting of the Trive Capital funds.
Before joining Trive, Delilah was a Fund Controller at Valesco Industries, a private equity firm focused on middle market investments. At Valesco Delilah was responsible for financial reporting, audit and tax, regulatory compliance, as well as investor relations. Prior to Valesco, Delilah held positions as a Fund Accountant at CH Investment Partners, and MUFG Americas.
Delilah received her MS in Accounting from the University of Dallas and graduated with a BS in Accounting from The University of Texas at Arlington and is a Certified Public Accountant.
Patrick Myers
Associate General Counsel
Patrick
Myers
Associate General Counsel
Patrick is Associate General Counsel of Trive Capital. He assists in legal matters related to Trive Capital and its portfolio companies.
Prior to joining Trive Capital, Patrick was Assistant General Counsel of Fiduciary Network, an investment firm focused on the wealth management industry. Prior to his role at Fiduciary Network, Patrick practiced law at a large international law firm in Dallas, Texas where he focused on private equity mergers and acquisitions.
Patrick received his J.D. from Harvard Law School, and his B.A., with highest distinction, from the University of Kansas.
Drew Katigan
Associate General Counsel
Drew
Katigan
Associate General Counsel
Drew is Associate General Counsel of Trive Capital. He assists in legal matters related to the firm and its portfolio companies.
Prior to joining Trive, Drew was Associate Counsel at ORIX USA, an asset manager and investor focused on the middle market. Prior to his role at ORIX USA, Drew practiced law at a large international law firm in Dallas, Texas and New York, New York where he focused on private equity transactions.
Drew received his J.D. from the University of Pennsylvania Law School, and his B.B.A. in Finance, magna cum laude, from Southern Methodist University.
Michaela Montgomery
Vice President, Investor Relations
Michaela
Montgomery
Vice President, Investor Relations
Ariel Burde
Associate Vice President, Investor Relations
Ariel
Burde
Associate Vice President, Investor Relations
Ariel is an Associate Vice President of Investor Relations at Trive Capital. She is responsible for capital formation, product strategy & development and investor communication.
Prior to joining Trive, Ariel spent time at BlackRock where she most recently sat in the private equity business and served as the lead product strategist for BlackRock’s first 1940 Act registered private equity fund, driving all aspects of product development, fundraising and investor relations. Ariel began her career at BlackRock as a product strategist in the Fundamental Equities business covering all US growth equity strategies.
Ariel graduated cum laude from Duke University where she earned a BA in History and certificates in Information Science and Innovation & Entrepreneurship. She grew up dancing pre-professional classical ballet and was awarded a National Security Language Initiative for Youth (NSLI-Y) scholarship through the State Department to dance at the Bolshoi Ballet Academy in Moscow, Russia. Ariel is a CFA Level III Candidate and holds the Series 7 and Series 63 licenses.
Hannah Ross
Analyst, Investor Relations
Hannah
Ross
Analyst, Investor Relations
Arturo Fuentez
Assistant Fund Controller
Arturo
Fuentez
Assistant Fund Controller
Arturo is an Assistant Fund Controller at Trive Capital. He is responsible for the accounting, operations, and reporting of the Trive Capital funds.
Prior to joining Trive Capital, Arturo was a Fund Accounting Manager for BNY Mellon where he was responsible for the accounting and administration of multiple investment funds. Arturo started his career at Nation’s Best Sports where his primary focus was the monthly accounting and reporting cycle.
Arturo is a Certified Public Accountant and earned an MS in Accounting from Texas A&M University – Commerce and a BBA in Accounting from Texas A&M University.
Kayleigh O’Connor
Associate, Finance
Kayleigh
O'Connor
Associate, Finance
Kayleigh is a Finance Associate at Trive Capital. Prior to joining Trive, Kayleigh was an Executive Assistant to the Managing Directors/Co-Chairs of Originations at Preston Hollow Capital, a specialty municipal finance company. Prior to PHC, Kayleigh was an Executive Assistant to the Chief Operating Officer and Deputy Chief Operating Officer/Partner at Locke Lord LLP, a full-service law firm.
Kayleigh graduated from Northwood University with a BBA in Finance.
Justin Mata
Associate, Valuations
Justin
Mata
Associate, Valuations
Justin is an Associate for the Valuations Team at Trive Capital. He is responsible for supporting Trive’s valuation reporting and analysis.
Before joining Trive, Justin was an Analyst in Kroll’s Portfolio Valuations Group. While at Kroll, Justin constructed the technical support used to advise clients in their respective valuation processes. Prior to Kroll, Justin began his career at Textron, where he worked as an analyst in various finance and supply chain functions.
Justin graduated from the Price College of Business at the University of Oklahoma where he earned a MS and BBA in Finance.
Alondra Albarran
Associate, Human Resources
Alondra
Albarran
Associate, Human Resources
Alondra is an Associate at Trive Capital. Her responsibilities include supporting the operational and strategic initiatives of the Human Resources function.
Prior to joining Trive, Alondra was a Vice President within Human Capital Management at Goldman Sachs, with HR responsibility across Asset & Wealth Management. While at Goldman, she oversaw talent development and people processes as well as advising leadership through core annual cycles.
Alondra graduated from the University of Texas at Austin with a BA in International Relations and Global Studies.
Jill Biavati
Executive Assistant
Jill
Biavati
Executive Assistant
Jill Biavati is an Executive Assistant at Trive Capital. Prior to joining Trive, Jill was an Executive Assistant in corporate capital at ORIX USA, a financial services firm. Prior to ORIX, Jill was a Vice President – Administration and Executive Assistant at Haas Wheat & Partners, a private equity firm.
Jill graduated from Southern Illinois University where she earned a BS in Business Management.
Catherine Snider
Executive Assistant
Catherine
Snider
Executive Assistant
Catherine Snider is an Executive Assistant at Trive Capital. Prior to joining Trive, Catherine was an Executive Assistant to the President and Founder of Brownlie & Braden Advisors, LLC, a Dallas-based financial advisory firm. Prior to BBA, Catherine had a background in banking and customer relationship management at PlainsCapital Bank.
Catherine graduated from Texas Tech University with a Bachelor of Business Administration in Marketing and Management.
Caroline Randall
Executive Assistant
Caroline
Randall
Executive Assistant
Caroline Randall is an Executive Assistant at Trive Capital. Prior to joining Trive, Caroline worked as an Executive Assistant supporting C-suite executives in the real estate industry. Before becoming an Executive Assistant, Caroline worked in the legal field as a paralegal at a Dallas-based firm specializing in business and commercial litigation.
Caroline graduated from Oklahoma State University, where she earned her BA in University Studies.
Janna Garcia-Chapa
Executive Assistant
Janna
Garcia-Chapa
Executive Assistant
Janna Garcia-Chapa is an Executive Assistant at Trive Capital, where she brings a wealth of experience in executive support.
Prior to joining Trive, Janna served as Senior Board Secretary at CHRISTUS Health, supporting the Northeast Texas and Northern Louisiana regions. Prior to CHRISTUS, Janna provided executive-level assistance to CEOs in the hospitality and banking sectors.
Stevie Smith
Office Manager
Stevie
Smith
Office Manager
Stevie is the Office Manager at Trive Capital. Stevie oversees Reception and is responsible the smooth and efficient operations of the office including managing facilities and team events.
Prior to joining Trive, Stevie worked as an Office Services Specialist at the Moss Adams Dallas office for 7 years. During her time there, Stevie managed the administrative and facilities team and acted as the lead event coordinator.
Stevie received her BS in Psychology from the University of Oklahoma where she was recognized by Sigma Alpha Lambda, the National Leadership Honors Society.