has received a minority investment from

Berkshire Global Advisors acted as financial advisor to Trivest Partners LP

Date: January 2022

Sector: Private Markets – Private Equity / Credit

Sub-Sector: Private Equity

Region: North America

Seller AUM: $2.5 Billion

Seller Details:
Trivest Partners LP, with offices in Miami, Charlotte, Chicago, Los Angeles, New York, and Toronto, is a private investment firm that focuses exclusively on the support and growth of founder-led and family-owned businesses in the United States and Canada in both control and non-control transactions. Since its founding in 1981, Trivest has completed more than 350 investments, totaling over $7 billion in value. Trivest is one of only 15 firms to be recognized by Inc. Magazine as one of the top founder-friendly private equity firms for three consecutive years.

Buyer Details:
Bonaccord focuses on making strategic minority investments in leading mid-sized alternative asset managers across private equity, private credit, real estate and real assets globally. Bonaccord’s minority investments support the creation of long-term strategic value for these leading managers enhanced by leveraging Bonaccord’s strategic development capabilities and broader global network. Bonaccord is a subsidiary of P10, Inc.

Transaction Summary:
The partnership will provide capital to allow Trivest to continue to invest in its employees and growth initiatives while having no impact on the day-to-day management of the firm. As the equity interest is non-voting, the firm’s investment and decision-making processes will remain unchanged.