Trivest Partners
Industry: Private equity company
DescriptionTrivest Partners, L.P. is the oldest private equity firm in the Southeast U.S., founded in 1981, and headquartered in Miami, Florida. Trivest has provided "Private Equity for Founders" in the lower middle market through its flexibility in transaction structuring and related Just Say No program. Headquarters: Coral Gables, FL Founded: 1981 Number of employees: 29 Type of business: Limited Partnership Total assets: 1.25 billion USD
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Trivest Partners Employees
Employee
Years
Job
Industry
Travis Montaque Travis Montaque's Trivest Partners Experience May 2012 - May 2013
Job Founder/CEO at Emogi
Industry Internet
Experience
Emogi August 2011 - Present
Goldman Sachs August 2013 - December 2013
Barclays Investment Bank - Global Leveraged Finance - Consumer & Retail June 2013 - August 2013
Trivest Partners May 2012 - May 2013
Chick-fil-A April 2007 - February 2012
Skills
Entrepreneurship, Leadership, Start-ups, Public Speaking, Strategy, Management, Financial Analysis, Marketing, Fundraising, Social Media, Business Development, Analysis, Sales, Financial Modeling, Nonprofits, Social Networking, Big Data, Valuation, Product Development, Advertising, Microsoft Excel
Education
University of Miami
BSBA, Accounting and Finance
Emogi August 2011 - Present
Goldman Sachs August 2013 - December 2013
Barclays Investment Bank - Global Leveraged Finance - Consumer & Retail June 2013 - August 2013
Trivest Partners May 2012 - May 2013
Chick-fil-A April 2007 - February 2012
Skills
Entrepreneurship, Leadership, Start-ups, Public Speaking, Strategy, Management, Financial Analysis, Marketing, Fundraising, Social Media, Business Development, Analysis, Sales, Financial Modeling, Nonprofits, Social Networking, Big Data, Valuation, Product Development, Advertising, Microsoft Excel
Education
University of Miami
BSBA, Accounting and Finance
Todd Jerles Todd Jerles's Trivest Partners Experience June 2008 - Present
Job Principal at Trivest Partners
Industry Venture Capital & Private Equity
Experience
Trivest Partners June 2008 - Present
Leerink Partners LLC January 2004 - January 2006
Lehman Brothers 2001 - 2004
Education
University of Pennsylvania - The Wharton School 2006 — 2008
Master of Business Administration (MBA)
Indiana University Bloomington 1997 — 2001
BA, Economics
Trivest Partners June 2008 - Present
Leerink Partners LLC January 2004 - January 2006
Lehman Brothers 2001 - 2004
Education
University of Pennsylvania - The Wharton School 2006 — 2008
Master of Business Administration (MBA)
Indiana University Bloomington 1997 — 2001
BA, Economics
Robert Freire's Trivest Partners Experience August 2015 - Present
Job Assistant Controller at Trivest Partners
Industry Financial Services
Experience
Trivest Partners August 2015 - Present
Kaufman Rossin Fund Services November 2013 - August 2015
RAC Insurance Partners June 2007 - November 2013
Skills
Accounting, Bloomberg, Finance, Financial Analysis, Financial Reporting, Fund Accounting, Hedge Funds, Microsoft Excel, Microsoft Office, Investments, Analysis
Education
Florida International University 2012 — 2013
Master of Science (MS), Finance, General
Florida International University 2008 — 2012
Bachelor of Business Administration (BBA), Business Administration and Management, General
Trivest Partners August 2015 - Present
Kaufman Rossin Fund Services November 2013 - August 2015
RAC Insurance Partners June 2007 - November 2013
Skills
Accounting, Bloomberg, Finance, Financial Analysis, Financial Reporting, Fund Accounting, Hedge Funds, Microsoft Excel, Microsoft Office, Investments, Analysis
Education
Florida International University 2012 — 2013
Master of Science (MS), Finance, General
Florida International University 2008 — 2012
Bachelor of Business Administration (BBA), Business Administration and Management, General
Patricia Johnson (PJ) Patricia Johnson (PJ)'s Trivest Partners Experience June 1996 - January 2001
Job Global Industry Analyst Relations Leader at Ciena
Industry Marketing and Advertising
Experience
Ciena March 2010 - Present
Hadassah January 2012 - 2014
Nortel May 2008 - May 2010
Forrester Research 2009 - 2010
Forrester Research 2009 - 2010
Convergys February 2004 - December 2007
Spherion January 2001 - February 2004
Trivest Partners June 1996 - January 2001
Sandoz September 1991 - May 1994
Skills
Telecommunications, Analyst Relations, Program Management, Media Relations, Strategy, Messaging, Integrated Marketing, Public Relations, Industry Analyst..., Product Marketing, Mobile Devices, Vendor Management, Leadership, Cross-functional Team..., Corporate Communications, Marketing, Strategic Partnerships, Crisis Communications
Education
Montclair State University 1991 — 1994
Ciena March 2010 - Present
Hadassah January 2012 - 2014
Nortel May 2008 - May 2010
Forrester Research 2009 - 2010
Forrester Research 2009 - 2010
Convergys February 2004 - December 2007
Spherion January 2001 - February 2004
Trivest Partners June 1996 - January 2001
Sandoz September 1991 - May 1994
Skills
Telecommunications, Analyst Relations, Program Management, Media Relations, Strategy, Messaging, Integrated Marketing, Public Relations, Industry Analyst..., Product Marketing, Mobile Devices, Vendor Management, Leadership, Cross-functional Team..., Corporate Communications, Marketing, Strategic Partnerships, Crisis Communications
Education
Montclair State University 1991 — 1994
Yanamara Perez Yanamara Perez's Trivest Partners Experience June 2008 - August 2015
Job Chief Financial Officer at Pine Tree Equity Partners
Industry Venture Capital & Private Equity
Experience
Pine Tree Equity Partners August 2015 - Present
Trivest Partners June 2008 - August 2015
Grant Thornton LLP September 2003 - June 2008
Skills
US GAAP, Financial Reporting, SEC filings, GAAP
Education
Florida International University 1996 — 2002
Masters in Accounting, Accounting
Pine Tree Equity Partners August 2015 - Present
Trivest Partners June 2008 - August 2015
Grant Thornton LLP September 2003 - June 2008
Skills
US GAAP, Financial Reporting, SEC filings, GAAP
Education
Florida International University 1996 — 2002
Masters in Accounting, Accounting
Julie Neitzel Julie Neitzel's Trivest Partners Experience 2000 - 2002
Job Partner at WE Family Offices
Industry Financial Services
Experience
WE Family Offices 2013 - Present
GenSpring Family Offices LLC December 2007 - December 2012
GenSpring Family Offices LLC March 2003 - December 2012
Trivest Partners 2000 - 2002
PLC Investments, Inc. 1996 - 2000
Citi 1994 - 1996
Chase 1986 - 1994
Skills
Alternative Investments, Wealth Management, Family Office, Fund Of Funds, Hedge Funds, High Net Worth..., Investment Management, Asset Managment, Asset Allocation, Portfolio Management, Wealth Management..., Private Banking, Investment Advisory, Private Equity, Investment Strategies, Valuation, Fixed Income, Bonds, Investments, Strategic Financial..., Equities, Mutual Funds, Wealth, Financial Markets, Venture Capital, Trading, Investment Banking, Securities, Estate Planning, Asset Management, Series 7, Due Diligence, Financial Advisory, Derivatives, Finance, Capital Markets, Bloomberg, Financial Services, Funding, Series 63, Corporate Finance, Options, Financial Modeling, Equity Research, Investor Relations, Retirement Planning, Trust Services
Education
Thunderbird School of Global Management
MBA, Finance
WE Family Offices 2013 - Present
GenSpring Family Offices LLC December 2007 - December 2012
GenSpring Family Offices LLC March 2003 - December 2012
Trivest Partners 2000 - 2002
PLC Investments, Inc. 1996 - 2000
Citi 1994 - 1996
Chase 1986 - 1994
Skills
Alternative Investments, Wealth Management, Family Office, Fund Of Funds, Hedge Funds, High Net Worth..., Investment Management, Asset Managment, Asset Allocation, Portfolio Management, Wealth Management..., Private Banking, Investment Advisory, Private Equity, Investment Strategies, Valuation, Fixed Income, Bonds, Investments, Strategic Financial..., Equities, Mutual Funds, Wealth, Financial Markets, Venture Capital, Trading, Investment Banking, Securities, Estate Planning, Asset Management, Series 7, Due Diligence, Financial Advisory, Derivatives, Finance, Capital Markets, Bloomberg, Financial Services, Funding, Series 63, Corporate Finance, Options, Financial Modeling, Equity Research, Investor Relations, Retirement Planning, Trust Services
Education
Thunderbird School of Global Management
MBA, Finance
Toni Anderson, LEED-AP Toni Anderson, LEED-AP's Trivest Partners Experience June 1986 - January 1991
Job Marketing Specialist at NAI Rauch Weaver Norfleet Kurtz & Co
Industry Executive Office
Experience
NAI Rauch Weaver Norfleet Kurtz & Co April 2012 - Present
CresaPartners August 1992 - September 2011
Fotografia Internacional de Costa Rica January 1991 - July 1992
Trivest Partners June 1986 - January 1991
Dale Carnegie 1988 - 1990
Skills
Microsoft Excel, Accounting, Real Estate, Contract Negotiation, Leases, Negotiation, Strategic Planning, Property Management, Financial Analysis, Marketing, Public Speaking, Customer Service, Team Building, Budget, New Business Development, Microsoft Office, Retail, Market Research, Project Management, Public Relations, Budgets, Social Media, Start-ups, Location Intelligence, Leadership, Sales, Commercial Real Estate, Management
Education
The University of Texas at Dallas 1981 — 1983
BAPA, Business And Public Administration with Concentrations in Marketing and Finance
Coral Gables High School
Miami Dade College
AS, Secretarial Careers
NAI Rauch Weaver Norfleet Kurtz & Co April 2012 - Present
CresaPartners August 1992 - September 2011
Fotografia Internacional de Costa Rica January 1991 - July 1992
Trivest Partners June 1986 - January 1991
Dale Carnegie 1988 - 1990
Skills
Microsoft Excel, Accounting, Real Estate, Contract Negotiation, Leases, Negotiation, Strategic Planning, Property Management, Financial Analysis, Marketing, Public Speaking, Customer Service, Team Building, Budget, New Business Development, Microsoft Office, Retail, Market Research, Project Management, Public Relations, Budgets, Social Media, Start-ups, Location Intelligence, Leadership, Sales, Commercial Real Estate, Management
Education
The University of Texas at Dallas 1981 — 1983
BAPA, Business And Public Administration with Concentrations in Marketing and Finance
Coral Gables High School
Miami Dade College
AS, Secretarial Careers
Scott Ames's Trivest Partners Experience August 2011 - May 2013
Job Senior Associate at Blue Sea Capital LLC
Industry Venture Capital & Private Equity
Experience
Blue Sea Capital LLC June 2015 - Present
Curbside Care January 2014 - May 2015
Trivest Partners August 2011 - May 2013
Raymond James Financial July 2009 - June 2011
A+ Tutors January 2003 - May 2009
Morgan Joseph January 2008 - December 2008
Goldman Sachs May 2008 - August 2008
Skills
Strategy, Mergers & Acquisitions, Private Equity, Entrepreneurship, Investment Banking, Investments, Portfolio Management, Finance, Leadership, Hedge Funds, Alternative Investments, Analysis, Management, Valuation, Financial Modeling, Corporate Finance, Venture Capital, Due Diligence, Financial Analysis, Corporate Development
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (MBA), Finance, General
University of Miami - School of Business 2005 — 2009
Bachelor of Science Honors, Finance and Biology
Blue Sea Capital LLC June 2015 - Present
Curbside Care January 2014 - May 2015
Trivest Partners August 2011 - May 2013
Raymond James Financial July 2009 - June 2011
A+ Tutors January 2003 - May 2009
Morgan Joseph January 2008 - December 2008
Goldman Sachs May 2008 - August 2008
Skills
Strategy, Mergers & Acquisitions, Private Equity, Entrepreneurship, Investment Banking, Investments, Portfolio Management, Finance, Leadership, Hedge Funds, Alternative Investments, Analysis, Management, Valuation, Financial Modeling, Corporate Finance, Venture Capital, Due Diligence, Financial Analysis, Corporate Development
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (MBA), Finance, General
University of Miami - School of Business 2005 — 2009
Bachelor of Science Honors, Finance and Biology
Lonny Greenberg, CFP® Lonny Greenberg, CFP®'s Trivest Partners Experience 2006 - 2008
Job Senior Advisor at Singer Xenos Wealth Management
Industry Investment Management
Experience
Singer Xenos Wealth Management 2010 - Present
Apollo Aviation Group April 2008 - 2010
Trivest Partners 2006 - 2008
Cantor Fitzgerald 2003 - 2006
Skills
Investments, Portfolio Management, Wealth Management, Alternative Investments, Strategic Financial..., Asset Allocation, Securities, Fixed Income, Capital Markets, Finance, Financial Modeling, Valuation, Asset Management, Financial Analysis, Private Equity
Education
University of Florida - Warrington College Of Business 2008 — 2010
MBA
Indiana University - Kelley School of Business 1999 — 2003
BS, Finance
Singer Xenos Wealth Management 2010 - Present
Apollo Aviation Group April 2008 - 2010
Trivest Partners 2006 - 2008
Cantor Fitzgerald 2003 - 2006
Skills
Investments, Portfolio Management, Wealth Management, Alternative Investments, Strategic Financial..., Asset Allocation, Securities, Fixed Income, Capital Markets, Finance, Financial Modeling, Valuation, Asset Management, Financial Analysis, Private Equity
Education
University of Florida - Warrington College Of Business 2008 — 2010
MBA
Indiana University - Kelley School of Business 1999 — 2003
BS, Finance
David Briedis's Trivest Partners Experience June 2008 - May 2011
Job Senior Associate at Pine Tree Equity
Industry Venture Capital & Private Equity
Experience
Pine Tree Equity Partners June 2013 - Present
Kellogg School of Management August 2011 - June 2013
Norwest Equity Partners 2012 - 2012
Trivest Partners June 2008 - May 2011
Piper Jaffray July 2007 - May 2008
Skills
Mergers, Private Equity, Turnarounds, Leveraged Finance, Buyouts, Financial Modeling, Turn Around Management, Mergers & Acquisitions, Due Diligence, Investments, Finance, Portfolio Management, Restructuring, LBO, Equities, Strategy, Valuation
Education
Northwestern University - Kellogg School of Management 2011 — 2013
MBA, Finance, Accounting, Management & Strategy
University of Iowa 2003 — 2007
B.B.A. Finance, Finance, General
Pine Tree Equity Partners June 2013 - Present
Kellogg School of Management August 2011 - June 2013
Norwest Equity Partners 2012 - 2012
Trivest Partners June 2008 - May 2011
Piper Jaffray July 2007 - May 2008
Skills
Mergers, Private Equity, Turnarounds, Leveraged Finance, Buyouts, Financial Modeling, Turn Around Management, Mergers & Acquisitions, Due Diligence, Investments, Finance, Portfolio Management, Restructuring, LBO, Equities, Strategy, Valuation
Education
Northwestern University - Kellogg School of Management 2011 — 2013
MBA, Finance, Accounting, Management & Strategy
University of Iowa 2003 — 2007
B.B.A. Finance, Finance, General
Alexander Acosta Alexander Acosta's Trivest Partners Experience May 2008 - October 2010
Job Summer Associate Financial Sponsors at Barclays
Industry Financial Services
Experience
Barclays June 2014 - Present
NextEra Energy Resources September 2011 - May 2013
ACM Capital Partners November 2010 - September 2011
Trivest Partners May 2008 - October 2010
Skills
M&A analysis, Strategy, Corporate Finance, Company Valuation, Mergers, Valuation, Financial Modeling, Private Equity, Venture Capital, Structured Finance, Start-ups, Restructuring, Project Finance, Portfolio Management, Mergers, M, Leveraged Finance, LBO, Investments, Investment Banking, International Business, IPO, Financial Structuring, Financial Analysis, Finance, Equity Research, Entrepreneurship, Emerging Markets, Due Diligence, DCF, Corporate Development, Capital Markets, Business Valuation, Business Strategy, Asset Management, Acquisitions, Acquisition Integration, Alternative Investments, Bloomberg, Business Development, Divestitures, Equities, Hedge Funds, Private Placements
Education
Northwestern University - Kellogg School of Management 2013 — 2015
Florida International University
Barclays June 2014 - Present
NextEra Energy Resources September 2011 - May 2013
ACM Capital Partners November 2010 - September 2011
Trivest Partners May 2008 - October 2010
Skills
M&A analysis, Strategy, Corporate Finance, Company Valuation, Mergers, Valuation, Financial Modeling, Private Equity, Venture Capital, Structured Finance, Start-ups, Restructuring, Project Finance, Portfolio Management, Mergers, M, Leveraged Finance, LBO, Investments, Investment Banking, International Business, IPO, Financial Structuring, Financial Analysis, Finance, Equity Research, Entrepreneurship, Emerging Markets, Due Diligence, DCF, Corporate Development, Capital Markets, Business Valuation, Business Strategy, Asset Management, Acquisitions, Acquisition Integration, Alternative Investments, Bloomberg, Business Development, Divestitures, Equities, Hedge Funds, Private Placements
Education
Northwestern University - Kellogg School of Management 2013 — 2015
Florida International University
Jacob Roche Jacob Roche's Trivest Partners Experience July 2015 - Present
Job Vice President at Trivest Partners
Industry Venture Capital & Private Equity
Experience
Trivest Partners July 2015 - Present
Sentinel Capital Partners August 2011 - September 2013
SunTrust Robinson Humphrey July 2009 - July 2011
Education
Columbia University - Columbia Business School 2014 — 2015
Master of Business Administration (MBA)
Emory University 2005 — 2009
BBA
St. Xavier High School 2001 — 2005
Trivest Partners July 2015 - Present
Sentinel Capital Partners August 2011 - September 2013
SunTrust Robinson Humphrey July 2009 - July 2011
Education
Columbia University - Columbia Business School 2014 — 2015
Master of Business Administration (MBA)
Emory University 2005 — 2009
BBA
St. Xavier High School 2001 — 2005
Daniel Rogan Daniel Rogan's Trivest Partners Experience May 2014 - Present
Job Vice President of Finance at Trivest Partners
Industry Venture Capital & Private Equity
Experience
Trivest Partners May 2014 - Present
Catterton Partners December 2011 - May 2014
Deloitte November 2009 - December 2011
Skills
Financial Analysis, Financial Reporting, US GAAP, Accounting, Financial Accounting, Corporate Finance, Private Equity, Internal Controls, SEC filings, Tax, Finance, SEC Filings
Education
Fairfield University 2008 — 2009
MS, Accounting
Fairfield University 2004 — 2008
BS, Accounting, Finance
Trivest Partners May 2014 - Present
Catterton Partners December 2011 - May 2014
Deloitte November 2009 - December 2011
Skills
Financial Analysis, Financial Reporting, US GAAP, Accounting, Financial Accounting, Corporate Finance, Private Equity, Internal Controls, SEC filings, Tax, Finance, SEC Filings
Education
Fairfield University 2008 — 2009
MS, Accounting
Fairfield University 2004 — 2008
BS, Accounting, Finance
Ernesto Padron Ernesto Padron's Trivest Partners Experience July 2010 - June 2014
Job MBA Summer Intern at Clearlake Capital Group
Industry Venture Capital & Private Equity
Experience
Clearlake Capital Group June 2015 - Present
Trivest Partners July 2010 - June 2014
Sigma Capital Partners August 2009 - July 2010
Bank of America Merrill Lynch July 2007 - July 2009
Skills
Investment Banking, Mergers & Acquisitions, Restructuring, Venture Capital, Valuation, Due Diligence, Corporate Finance, Private Equity, Financial Modeling, Financial Analysis, Program Management, Corporate Development, LBO, Leveraged Finance, Capital
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (M.B.A.)
University of Florida 2003 — 2007
BAS, Finance
Clearlake Capital Group June 2015 - Present
Trivest Partners July 2010 - June 2014
Sigma Capital Partners August 2009 - July 2010
Bank of America Merrill Lynch July 2007 - July 2009
Skills
Investment Banking, Mergers & Acquisitions, Restructuring, Venture Capital, Valuation, Due Diligence, Corporate Finance, Private Equity, Financial Modeling, Financial Analysis, Program Management, Corporate Development, LBO, Leveraged Finance, Capital
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (M.B.A.)
University of Florida 2003 — 2007
BAS, Finance
Linda Herrera Linda Herrera's Trivest Partners Experience 1993 - 1995
Job Experienced Legal Assistant
Industry Legal Services
Experience
Crosbie Gliner Schiffman Southard & Swanson LLP May 2015 - Present
Kolodny & Pressman December 2014 - June 2015
Shutts & Bowen LLP June 2009 - July 2014
Akerman Senterfitt April 2007 - May 2009
Stroock & Stroock & Lavan LLP 1998 - 2004
Trivest Partners 1993 - 1995
Fried Frank 1986 - 1989
Skills
Legal Assistance, Real Estate, Corporate, Tax, Administrative Work, Handle Confidential..., Corporate Law, Application Support, Technical Support, Microsoft Office, Document Review, Legal Research, Legal Documents, Microsoft Word, Outlook
Education
Los Angeles City College 1973 — 1974
Hollywood High School, Hollywood, CA 1971 — 1973
Crosbie Gliner Schiffman Southard & Swanson LLP May 2015 - Present
Kolodny & Pressman December 2014 - June 2015
Shutts & Bowen LLP June 2009 - July 2014
Akerman Senterfitt April 2007 - May 2009
Stroock & Stroock & Lavan LLP 1998 - 2004
Trivest Partners 1993 - 1995
Fried Frank 1986 - 1989
Skills
Legal Assistance, Real Estate, Corporate, Tax, Administrative Work, Handle Confidential..., Corporate Law, Application Support, Technical Support, Microsoft Office, Document Review, Legal Research, Legal Documents, Microsoft Word, Outlook
Education
Los Angeles City College 1973 — 1974
Hollywood High School, Hollywood, CA 1971 — 1973
Todd Gross Todd Gross's Trivest Partners Experience September 2008 - November 2011
Job Portfolio Manager at Powell Investment Advisors
Industry Financial Services
Experience
Powell Investment Advisors November 2011 - Present
Trivest Partners September 2008 - November 2011
Banc of America Securities March 2007 - July 2008
KPMG January 2006 - March 2007
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Private Equity, Valuation, Due Diligence, Mergers & Acquisitions, Investments, Investment Banking, Financial Reporting, Hedge Funds, Venture Capital, Finance, SEC filings, Accounting, Asset Management, Alternative Investments, Restructuring, Portfolio Management, GAAP
Education
University of Florida 2001 — 2005
Master's degree, Accounting
University of Florida 2001 — 2005
Bachelor of Science (B.S.), Accounting
Powell Investment Advisors November 2011 - Present
Trivest Partners September 2008 - November 2011
Banc of America Securities March 2007 - July 2008
KPMG January 2006 - March 2007
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Private Equity, Valuation, Due Diligence, Mergers & Acquisitions, Investments, Investment Banking, Financial Reporting, Hedge Funds, Venture Capital, Finance, SEC filings, Accounting, Asset Management, Alternative Investments, Restructuring, Portfolio Management, GAAP
Education
University of Florida 2001 — 2005
Master's degree, Accounting
University of Florida 2001 — 2005
Bachelor of Science (B.S.), Accounting
Brian Connell's Trivest Partners Experience October 2013 - Present
Job Trivest Partners
Industry Venture Capital & Private Equity
Experience
Trivest Partners October 2013 - Present
Pensam Capital, LLC July 2012 - October 2013
The Federated Companies July 2010 - August 2012
Iron Capital Group February 2007 - July 2010
Lehman Brothers December 2004 - February 2007
Horváth & Partner Management Consultants August 2002 - December 2004
General Electric August 1998 - October 2000
GE Capital July 1997 - August 1998
Education
Harvard Business School 2000 — 2002
MBA
Boston College - Wallace E. Carroll Graduate School of Management 1993 — 1997
BS
Trivest Partners October 2013 - Present
Pensam Capital, LLC July 2012 - October 2013
The Federated Companies July 2010 - August 2012
Iron Capital Group February 2007 - July 2010
Lehman Brothers December 2004 - February 2007
Horváth & Partner Management Consultants August 2002 - December 2004
General Electric August 1998 - October 2000
GE Capital July 1997 - August 1998
Education
Harvard Business School 2000 — 2002
MBA
Boston College - Wallace E. Carroll Graduate School of Management 1993 — 1997
BS
Juan Pita's Trivest Partners Experience May 2004 - July 2004
Job Senior Associate at Tower Three Partners
Industry Financial Services
Experience
Tower Three Partners November 2013 - Present
Facet Technologies LLC 2014 - Present
The Paslin Company 2013 - Present
Bain Capital August 2010 - July 2011
Bain Capital Ventures September 2008 - July 2010
Jefferies & Company July 2006 - April 2008
Goldman Sachs June 2005 - August 2005
Trivest Partners May 2004 - July 2004
Skills
LBO, Leveraged Finance, Private Equity, Valuation, Financial Modeling, Venture Capital, Strategy, Financial Analysis, Business Analysis
Education
University of Pennsylvania - The Wharton School 2011 — 2013
Master of Business Administration (MBA), Marketing, with Honors; Director's List (Top 10%)
University of Pennsylvania - The Wharton School 2002 — 2006
BS in Economics, Finance and Accounting, summa cum laude
Tower Three Partners November 2013 - Present
Facet Technologies LLC 2014 - Present
The Paslin Company 2013 - Present
Bain Capital August 2010 - July 2011
Bain Capital Ventures September 2008 - July 2010
Jefferies & Company July 2006 - April 2008
Goldman Sachs June 2005 - August 2005
Trivest Partners May 2004 - July 2004
Skills
LBO, Leveraged Finance, Private Equity, Valuation, Financial Modeling, Venture Capital, Strategy, Financial Analysis, Business Analysis
Education
University of Pennsylvania - The Wharton School 2011 — 2013
Master of Business Administration (MBA), Marketing, with Honors; Director's List (Top 10%)
University of Pennsylvania - The Wharton School 2002 — 2006
BS in Economics, Finance and Accounting, summa cum laude
Amir Mirheydar Amir Mirheydar's Trivest Partners Experience July 2014 - Present
Job Vice President at Trivest Partners
Industry Venture Capital & Private Equity
Experience
Trivest Partners July 2014 - Present
Sun Capital Partners December 2009 - June 2014
Brown Gibbons Lang & Company June 2007 - November 2009
Skills
Strategic Planning, Mergers & Acquisitions, Private Equity, LBO, Business Strategy
Education
Northwestern University 2002 — 2007
Bachelor of Science (B.S.), Industrial Engineering & Management Sciences
Trivest Partners July 2014 - Present
Sun Capital Partners December 2009 - June 2014
Brown Gibbons Lang & Company June 2007 - November 2009
Skills
Strategic Planning, Mergers & Acquisitions, Private Equity, LBO, Business Strategy
Education
Northwestern University 2002 — 2007
Bachelor of Science (B.S.), Industrial Engineering & Management Sciences
Dan Katsikas's Trivest Partners Experience August 2000 - October 2004
Job COO/CFO at Tensile Capital Management LLC
Industry Financial Services
Experience
Tensile Capital Management July 2012 - Present
JC Flowers & Co., LLC May 2007 - June 2012
Bear Stearns Merchant Banking 2004 - 2007
Trivest Partners August 2000 - October 2004
Kaufman, Rossin & Co. August 1991 - August 2000
Education
University of Florida 1987 — 1991
Tensile Capital Management July 2012 - Present
JC Flowers & Co., LLC May 2007 - June 2012
Bear Stearns Merchant Banking 2004 - 2007
Trivest Partners August 2000 - October 2004
Kaufman, Rossin & Co. August 1991 - August 2000
Education
University of Florida 1987 — 1991
Bill Kaczynski's Trivest Partners Experience 1998 - 2002
Job Senior Managing Director & Head of Private Equity at D'Orazio Capital Partners
Industry Investment Management
Experience
D'Orazio Capital Partners July 2015 - Present
Bridge Street Capital Partners, LLC 2003 - Present
Trivest Partners 1998 - 2002
FlashNet Communications 1996 - 1998
Colorado Mountain Express 1994 - 1996
Heller Financial 1986 - 1994
Skills
Mergers, Financial Analysis, Strategic Planning, Private Equity, Capital Markets, Venture Capital, Leveraged Finance, Governance, Business Strategy, New Business Development
Education
Northwestern University - Kellogg School of Management 1990 — 1992
Master of Business Administration (M.B.A.)
University of Illinois at Urbana-Champaign 1978 — 1983
Bachelor of Science (B.S.), Accounting
D'Orazio Capital Partners July 2015 - Present
Bridge Street Capital Partners, LLC 2003 - Present
Trivest Partners 1998 - 2002
FlashNet Communications 1996 - 1998
Colorado Mountain Express 1994 - 1996
Heller Financial 1986 - 1994
Skills
Mergers, Financial Analysis, Strategic Planning, Private Equity, Capital Markets, Venture Capital, Leveraged Finance, Governance, Business Strategy, New Business Development
Education
Northwestern University - Kellogg School of Management 1990 — 1992
Master of Business Administration (M.B.A.)
University of Illinois at Urbana-Champaign 1978 — 1983
Bachelor of Science (B.S.), Accounting
Jeff Settembrino's Trivest Partners Experience 2001 - 2006
Job Partner at Pine Tree Equity Partners, LLC
Industry Investment Management
Experience
Pine Tree Equity Partners 2006 - Present
Trivest Partners 2001 - 2006
Fir Tree Partners 1998 - 2000
Bear Stearns 1996 - 1998
Education
Georgetown University 1992 — 1996
Bachelor of Science (BS) in Finance and International Business
Pine Tree Equity Partners 2006 - Present
Trivest Partners 2001 - 2006
Fir Tree Partners 1998 - 2000
Bear Stearns 1996 - 1998
Education
Georgetown University 1992 — 1996
Bachelor of Science (BS) in Finance and International Business
Jean Paul Desrochers's Trivest Partners Experience June 2006 - May 2007
Job Principle at Silver Palm Capital
Industry Investment Management
Experience
Silver Palm Capital, LLC June 2007 - Present
Barton G November 2012 - April 2015
Raven Securities Corp. September 2011 - April 2015
Trivest Partners June 2006 - May 2007
US Trust October 2004 - June 2006
Templeton Investment Counsel June 2000 - October 2004
Education
University of Florida 1996 — 2000
Bachelor of Science, Finance
Nova High
Silver Palm Capital, LLC June 2007 - Present
Barton G November 2012 - April 2015
Raven Securities Corp. September 2011 - April 2015
Trivest Partners June 2006 - May 2007
US Trust October 2004 - June 2006
Templeton Investment Counsel June 2000 - October 2004
Education
University of Florida 1996 — 2000
Bachelor of Science, Finance
Nova High
Derek McDowell's Trivest Partners Experience 1998 - 2006
Job Managing Partner at Boyne Capital
Industry Venture Capital & Private Equity
Experience
Boyne Capital 2006 - Present
Trivest Partners 1998 - 2006
HIG Capital 1997 - 1998
CIVC Partners 1995 - 1997
Corporate Value Associates 1990 - 1993
Strategic Planning Associates 1988 - 1990
Skills
Private Equity, Corporate Development, Financial Analysis, Asset Management, Start-ups, Valuation, Venture Capital, LBO, Capital Markets, Investments, Mergers, Due Diligence, Private Placements, Entrepreneurship, M&A experience, Corporate Finance, Business Strategy, Mergers & Acquisitions, Restructuring, Equities, Structured Finance, Growth Capital, Divestitures, Hedge Funds, Executive Management, Investment Banking, Financial Modeling, Buyouts, Strategy, Alternative Investments, Capital Raising, Leveraged Finance, IPO, Capital, Deal Sourcing, Financial Structuring, Investor Relations, Business Valuation, Acquisitions, Joint Ventures, Mezzanine, Recapitalizations, Angel Investing, Debt Restructuring, Venture Financing, Funding, Deal Execution, Exit Strategies, Fund Of Funds
Education
University of Chicago 1993 — 1995
MBA, Finanace & Accounting
Dartmouth College 1985 — 1988
AB, Government
Boyne Capital 2006 - Present
Trivest Partners 1998 - 2006
HIG Capital 1997 - 1998
CIVC Partners 1995 - 1997
Corporate Value Associates 1990 - 1993
Strategic Planning Associates 1988 - 1990
Skills
Private Equity, Corporate Development, Financial Analysis, Asset Management, Start-ups, Valuation, Venture Capital, LBO, Capital Markets, Investments, Mergers, Due Diligence, Private Placements, Entrepreneurship, M&A experience, Corporate Finance, Business Strategy, Mergers & Acquisitions, Restructuring, Equities, Structured Finance, Growth Capital, Divestitures, Hedge Funds, Executive Management, Investment Banking, Financial Modeling, Buyouts, Strategy, Alternative Investments, Capital Raising, Leveraged Finance, IPO, Capital, Deal Sourcing, Financial Structuring, Investor Relations, Business Valuation, Acquisitions, Joint Ventures, Mezzanine, Recapitalizations, Angel Investing, Debt Restructuring, Venture Financing, Funding, Deal Execution, Exit Strategies, Fund Of Funds
Education
University of Chicago 1993 — 1995
MBA, Finanace & Accounting
Dartmouth College 1985 — 1988
AB, Government
Andy Mason's Trivest Partners Experience November 1991 - March 1994
Job Managing Partner at Peloton Capital Partners, LLC and Managing Partner at Palmares Capital Partners, LLC
Industry Investment Banking
Experience
Peloton Capital Partners, LLC January 2015 - Present
Palmares Capital Partners, LLC January 2015 - Present
VRA Partners, LLC September 2006 - December 2014
SunTrust Robinson Humphrey December 1998 - March 2006
River Capital July 1995 - November 1998
Duff & Phelps September 1994 - June 1995
Trivest Partners November 1991 - March 1994
GE Capital November 1981 - October 1991
Skills
Private Equity, Mergers, Recapitalizations, Private Placements, Middle Market, Capital Raising, Investment Banking, Valuation, Corporate Finance, Divestitures, Financial Structuring, Venture Capital, Acquisitions, Buyouts, Capital, Financial Advisory, Growth Capital, Mergers, Mergers & Acquisitions, LBO
Education
Emory University - Goizueta Business School 1988 — 1989
MBA, Executive MBA Program
Auburn University, College of Business 1976 — 1980
BS, Accounting
Peloton Capital Partners, LLC January 2015 - Present
Palmares Capital Partners, LLC January 2015 - Present
VRA Partners, LLC September 2006 - December 2014
SunTrust Robinson Humphrey December 1998 - March 2006
River Capital July 1995 - November 1998
Duff & Phelps September 1994 - June 1995
Trivest Partners November 1991 - March 1994
GE Capital November 1981 - October 1991
Skills
Private Equity, Mergers, Recapitalizations, Private Placements, Middle Market, Capital Raising, Investment Banking, Valuation, Corporate Finance, Divestitures, Financial Structuring, Venture Capital, Acquisitions, Buyouts, Capital, Financial Advisory, Growth Capital, Mergers, Mergers & Acquisitions, LBO
Education
Emory University - Goizueta Business School 1988 — 1989
MBA, Executive MBA Program
Auburn University, College of Business 1976 — 1980
BS, Accounting
Michelle Rhoads's Trivest Partners Experience 2007 - 2012
Job Production Analyst for XTO Energy
Industry Oil & Energy
Experience
XTO Energy, a subsidiary of Exxon Mobil June 2012 - Present
Trivest Partners 2007 - 2012
Casas de Soledad January 2004 - September 2007
Las Ventanas Apartments December 1998 - January 2004
Skills
Apartments, Customer Service, Budgets, Fair Housing, Investment Properties, Leases, Negotiation, OneSite, Property Management, Real Estate, Rentals, Esite
Education
New Mexico State University
XTO Energy, a subsidiary of Exxon Mobil June 2012 - Present
Trivest Partners 2007 - 2012
Casas de Soledad January 2004 - September 2007
Las Ventanas Apartments December 1998 - January 2004
Skills
Apartments, Customer Service, Budgets, Fair Housing, Investment Properties, Leases, Negotiation, OneSite, Property Management, Real Estate, Rentals, Esite
Education
New Mexico State University
Gary Hainley's Trivest Partners Experience June 2002 - June 2005
Job President at Sandhills Heating and Refrigeration Inc
Industry Consumer Services
Experience
Sandhills Heating and Refrigeration Inc 2005 - Present
Trivest Partners June 2002 - June 2005
Brockway Moran & Partners October 2001 - June 2003
Kolpak/ Trivest January 1988 - January 1996
Education
University of Pennsylvania - The Wharton School 1961 — 1965
BS MBA, Accounting and Business/Management
Sandhills Heating and Refrigeration Inc 2005 - Present
Trivest Partners June 2002 - June 2005
Brockway Moran & Partners October 2001 - June 2003
Kolpak/ Trivest January 1988 - January 1996
Education
University of Pennsylvania - The Wharton School 1961 — 1965
BS MBA, Accounting and Business/Management
Bryson Anderson's Trivest Partners Experience August 1987 - July 2000
Job Chief Financial Officer at Brockway Moran & Partners
Industry Venture Capital & Private Equity
Experience
Brockway Moran & Partners August 2000 - Present
Trivest Partners August 1987 - July 2000
KPMG US January 1981 - July 1987
Education
Florida International University 1980 — 1981
Bachelor of Science (BS), Accounting
University of Florida 1973 — 1978
Bachelor of Science (BS), Finance, General
Brockway Moran & Partners August 2000 - Present
Trivest Partners August 1987 - July 2000
KPMG US January 1981 - July 1987
Education
Florida International University 1980 — 1981
Bachelor of Science (BS), Accounting
University of Florida 1973 — 1978
Bachelor of Science (BS), Finance, General
The Carlyle Group
TPG Capital
Apollo Global Management LLC
Cerberus Capital Management
H.I.G. Capital
Advent International
Colony Capital
Summit Partners