Extending Legacy

Our focus is to partner with business owners to create value where we extend your legacy with your employees, patients, alumni, and community. As independent sponsors we bringing capital, expertise, and operational leadership to your company.

 

Your Company

will be Trinity Forest Partners sole investment and focus for the Managing Partner, who will continuously grow, seek value creating opportunities, and extend your legacy at your company. Trinity Forest Partners is dedicated to your companies long term success.

 

Your Employees & Customers

are critical to achieving long-term success. We are not looking to strip your business for parts. We want to protect and develop employees and further enrich established customer relationships.

Your Role

will be your choice. We are flexible in your level of future participation, we will work collaboratively with you to define a timeline, and a role for you to lead or advise us on the business. We want you to have peace of mind as you pursue your future plans at the company or elsewhere.

 

Our Sources of Capital

are a group of experienced successful entrepreneurs, executives, and investors based in the United States. All of them have a long history of partnering with entrepreneur/founders to invest in their business in a simple, ethical, and transparent way.

Investment Criteria

Trinity Forest Partners seeks to partner with a business with the following characteristics:

 

Healthcare, Industrials, Software/IT

  • Behavioral Health (ABA, MH, SUD, Psychiatry)

  • Healthcare Data & Analytics

  • Integration & Interoperability Platforms

  • Clinical workflow & decision support

  • Healthcare facility & infrastructure

  • Distribution & Supply Chain

 

Finances

  • Revenue of $10 to $50 million, growing at 10%+ annually

  • 50%+ gross margins

  • At least break-even cashflow, with a history of attractive unit economics

  • History of predictable cashflow

Business

  • Strong Brand Name

  • Experienced Management

  • Sophisticated Sales & Marketing

  • 3 years+ operating experience

 

Seller Situation

  • Seeking transfer of ownership/leadership

  • Wants to step back, into a more focused role

  • Serial entrepreneur ready for next venture

  • High momentum but need capital & expertise to scale

  • Corporate parent wants to divest a non-core division