Trinity Investors Mergers and Acquisitions Summary

Private Equity Firm Profile

In the last 3 years, Trinity Investors has acquired 5 companies. It has also invested in 1 other.

Trinity Investors’ most common sectors for investment areoil/gas exploration (11%) and business services (11%) . The Firm’s most common investment types include buyout (lbo, mbo, mbi) (48%) and growth capital (37%). In total, Trinity Investors has invested in 9 US states and 2 different countries. Its largest (disclosed) acquisition occurred in 2008 when it acquired Wayne Trademark Honduras for $8M.

In the last 3 years, Trinity Investors has exited 2 companies. The Firm’s most common exit type is trade sale (100%). Trinity Investors’ largest (disclosed) exit occurred in 2022 when it sold Freedom Powersports for $130M.

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M&A Summary

  • M&A Total Activity21
    • M&A Buy Activity19
    • M&A Sell Activity2
  • Total Sectors Invested 16
  • Total Countries Invested 2
  • M&A Buy/Sell Connections 10

Trinity Investors

Trinity Investors

925 S. Kimball Avenue, Suite 100,
Southlake, Texas 76092
United States
(817) 310-2900
www.trinityinvestors.com
info@trinitypeg.com

Trinity Investors is a private equity firm focused on direct investments in real estate and operating companies. Trinity Investors was formed in 2006 and is headquartered in Southlake, Texas.


Investment Criteria

Sectors of Interest: Beverages, Construction, Consumer Services, Energy Services and Equipment, Internet Software and Services, Medical Products, Oil/Gas Exploration, Packaging, Real Estate, Transportation

Target Transaction Types: Buyout (LBO, MBO, MBI), Growth Capital

Geographic Preferences: East US, Midwest US, South US, West US

Transaction Criteria Min Max
Target Revenue 20 100
Target EBITDA 2 10
Investment Size - -
Enterprise Value - -
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (1.8/yr) # 10 3 2 4 - - 19
vol $17M $17M
Sell (0.4/yr) # - - 1 1 - - 2
vol $130M $130M
  21

Most Recent M&A

Company Date Value Type
We Pack It All LLC 2022-06-27 - Buyout (LBO, MBO, MBI)
Duarte, California · www.wepackitall.com
Hyatt Regency Indian Wells Resort & Spa 2022-04-04 - Joint Venture
Indian Wells, California
CGA Holdings, Inc. 2022-02-28 - Buyout (LBO, MBO, MBI)
Boca Raton, Florida · www.cga-holdings.com
Freedom Powersports 2022-02-22 130M USD Trade Sale
Fort Worth, Texas · www.freedompowersportsusa.com
Kamaka Air, Inc. 2022-02-20 - Buyout (LBO, MBO, MBI)
Honolulu, Hawaii · www.kamakaair.com
Star Plastics LLC 2021-08-20 - Growth Capital
Ravenswood, West Virginia · www.starplastics.com
Gold Landscape, Inc. 2021-06-14 - Trade Sale
Dallas, Texas · www.goldlandscape.com
Nano Hearing Aids 2021-02-01 - Buyout (LBO, MBO, MBI)
Phoenix, Arizona · www.nanohearingaids.com
Beacon Manufacturing Group LLC 2020-09-16 - Buyout (LBO, MBO, MBI)
Alexandria, Minnesota · www.beaconmfggroup.com
Waterloo Sparkling Water Corp. 2020-08-19 - Growth Capital
Austin, Texas · www.drinkwaterloo.com
View All >>

Portfolio M&A

Company Acquired Add-On/Sale Date #
ELB Learning 2020-05-05 Trivantis Corp. 2020-05-05 6
American Fork, Utah · www.elblearning.com Deerfield Beach, Florida · www.trivantis.com

M&A by Sector

Sector Current # Value All-time # Value
Construction 2 (12%) 4M (31%) 2 (11%) 4M (22%)
Business Services 1 (6%) - 2 (11%) -
Oil/Gas Exploration 2 (12%) - 2 (11%) -
Publishing 1 (6%) 8M (69%) 1 (5%) 8M (49%)
Automotive - - 1 (5%) 5M (29%)
Beverages 1 (6%) - 1 (5%) -
Consumer Services 1 (6%) - 1 (5%) -
Internet Software and Services 1 (6%) - 1 (5%) -
Leisure 1 (6%) - 1 (5%) -
Machinery 1 (6%) - 1 (5%) -
Manufacturing 1 (6%) - 1 (5%) -
Medical Products 1 (6%) - 1 (5%) -
Packaging 1 (6%) - 1 (5%) -
Plastics 1 (6%) - 1 (5%) -
Transportation 1 (6%) - 1 (5%) -
Utilities 1 (6%) - 1 (5%) -
Total 17 $12M 19 $17M

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 16 (94%) 4M (31%) 18 (95%) 9M (51%)
  Texas 7 (41%) 4M (31%) 9 (47%) 9M (51%)
  California 2 (12%) - 2 (11%) -
  West Virginia 1 (6%) - 1 (5%) -
  Utah 1 (6%) - 1 (5%) -
  New York 1 (6%) - 1 (5%) -
  Minnesota 1 (6%) - 1 (5%) -
  Hawaii 1 (6%) - 1 (5%) -
  Florida 1 (6%) - 1 (5%) -
  Arizona 1 (6%) - 1 (5%) -
Honduras 1 (6%) 8M (69%) 1 (5%) 8M (49%)
Total 17 $12M 19 $17M

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) 7 (41%) 12M (100%) 9 (47%) 17M (100%)
Growth Capital 7 (41%) - 7 (37%) -
Acquisition Financing 1 (6%) - 1 (5%) -
Joint Venture 1 (6%) - 1 (5%) -
Stake Purchase 1 (6%) - 1 (5%) -
Total 17 $12M 19 $17M

Exits by Deal Type

Type Total # Value
Trade Sale - Public Company 1 (50%) 130M (100%)
Trade Sale 1 (50%) -
Total 2 $130M

Deal Values

buy # Total
< $100M 3 $17M
TOTAL $17M
Largest Wayne Trademark Honduras
$8M (2008-01-09)
sell # Total
$100M to $1B 1 $130M
TOTAL $130M
Largest Freedom Powersports
$130M (2022-02-22)

M&A Connections

Deals
Exited to
Strategic(s)
100%
2 (100%)

Investor Summary

Investor Type

Private Equity Firm

Size

Small

Established

2006

Specialist/Generalist

Generalist

Leadership

Daniel Meader

Founder & Managing Partner

Sanjay Chandra

Managing Partner & Principal

Sage Harrison

Operating Partner

Doug Gunn

Principal

FAQ

When was Trinity Investors founded?

Trinity Investors was founded in 2006.

What type of investor is Trinity Investors?

Trinity Investors is a private equity firm.

Where is Trinity Investors headquartered?

Trinity Investors is headquartered in Southlake, Texas.

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