Managing Principal
Joined: 2002
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Trey joined Inverness Graham in 2002. In 2007, Trey helped launch the firm's West Coast office. His responsibilities include sourcing and assessing investment opportunities, coordinating financial and operational due diligence, negotiating acquisition and financing transactions and working with management teams post-acquisition. Prior to joining Inverness Graham, Trey worked at GE Equity specializing in private equity and direct investments. Trey’s prior experience included positions at Lehman Brothers Venture Partners and in investment banking for Houlihan Lokey Howard & Zukin where he advised various technology clients.
Houlihan Lokey