Why Trivest Partners: Interviews, Careers, & Portfolio

Learn more about Trivest Partners so you decide if it’s the right firm for your career in finance

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Trivest Partners Overview

Founded in 1981, Trivest Partners is the oldest private equity firm in the Southeastern United States. The firm is also the only PE firm in the US that invests exclusively on family-owned businesses and founders.

Trivest Partners’ focus sectors include:

Consumer & Retail
Healthcare
Niche Manufacturing
Value-Added Distribution
Business Services

They also have a proprietary value creation program called “Path to 3x” which is a proven strategy for tripling the size of the business in the next 3 to 5 years.

The firm is led by Troy D. Templeton, Managing Director at Trivest. Troy became part of the firm in 1989 and takes the lead in Trivest’s investment sourcing, buyout activities, resource allocation, firm administration, and portfolio oversight.

Trivest is located in Coral Gables, Florida with regional offices in Chicago, Charlotte, Los Angeles, Toronto, and New York.

Trivest Partners AUM

According to most recent regulatory filings, Trivest Partners has $4.7 billion in assets under management as of March 31, 2023.

Trivest Partners Interview Process & Questions

Firms can modify parts of the interview process with each candidate. However, if you interview at Trivest Partners (or a firm like it), you’re likely to experience the following:

4 to 6 rounds of interviews
Junior investment professionals or the HR team tend to lead the initial rounds, while more senior staff supervise the later rounds
The entire process can last multiple weeks – unless it’s “on-cycle” or “on-campus” recruiting

Also, expect to receive a combination of fit questions, behavioral questions, and technical / investing questions when you interview at Trivest Partners.

To get access to in-depth interview preparation resources, check out my Growth Equity Interview Guide.

Why Trivest Partners

One of the frequently asked and most crucial interview questions is “Why this firm?”

If you’ve done networking, make sure to mention whoever you’ve met and how they’ve made a really good impression on you.

Another thing I’d suggest is doing research about the firm. One of the best ways to learn about a firm is to listen to interviews with its founders, investors, and management team.

For example, here’s a great interview with Jorge Gross, Managing Partner at Trivest Partners:

More interviews

Trivest Partners Case Study

You will most likely face a case study when you interview at Trivest Partners because case studies help firms evaluate your technical knowledge and communication skills.

Most case studies involve investment recommendations and financial modeling. However, prepare to do a cold calling case study as well if you’re applying for a junior role.

If you’re interested, I discussed case studies in great detail inside my Growth Equity Interview Guide.

Trivest Partners Salary & Compensation

According to Glassdoor, analysts at Trivest Partners make around $86,257 per year. This figure can still change based on your experience, education, and skills.

Analyst

Based on other public data, the base pay for employees at Trivest Partners falls between $85,000 and $175,000 per year with a median base annual pay of $97,500.

Trivest Partners Careers, Jobs, & Internships

To see open roles at Trivest Partners and other similar firms, go to our job board.

Trivest Partners Portfolio & Investments

According to Crunchbase, Trivest Partners has made 34 investments across seven funds since inception. Some of their notable deals include Front Row, GetixHealth, and HighGround.

Notable Transaction: Perricone Juices

Perricone Juices is one of the leading producers of high-quality, “freshly squeezed” citrus.

The company supplies its beverages to the retail channels and foodservice across the US under the brand name “Perricone Farms”.

In December 2022, Trivest Partners made a strategic decision to partner with Perricone Juices.

Bob Rovzar remained in his position as the CEO of Perricone Juices.

He also stated that with the help of Trivest, Perricone Juices will start investing in their operations and team so they can better serve their customers.

Next Steps

To make sure you maximize your chance of getting selected for the role when you interview at Trivest Partners (or a firm like it), I highly suggest you check out my Growth Equity Interview Guide.

Growth Equity Interview Guide is a self-paced online course that contains step-by-step video lessons which cover growth modeling, valuation, case studies, and all other topics that firms typically ask during interviews.

Get the course and make your preparation easier and more effective!