Capabilities

The Trinity Investments’ global team provides bespoke, independent advice on wealth management, portfolio diversity, M&A, private capital raising and financial advisory to a wide range of private and public clients from retail investors to fund managers.

M&A Advisory

Trinity advises on all aspects of sell-side and buy-side M&A as well as ongoing strategic advice to ensure that senior executives and their boards are enables to make the best decisions for their businesses. Our experience, sector expertise and judgement give our clients a genuine competitive advantage.

  • Sell-side Transactions
  • Buy-side Transactions
  • Corporate Divestitures
  • Cross-Border Transactions
  • Going-Private Transactions
  • Management Buyouts
  • Restructuring Advisory

Financial Advisory

Trinity’s reputation as a boutique, bespoke financial advisory firm has been born out of its ability to deliver innovative, customized financing solutions to complex situations, working in partnership with novice investors to privately-held businesses, public companies and financial sponsors. Our expert team of advisors and analysts draws on years of expertise in structuring portfolios, wealth management, equity raising, equity-linked, mezzanine and debt capital to support our clients’ business objectives, as well as facilitating recapitalizations and shareholder liquidity events.

  • Unbiased Advice
  • Strategic Planning and Execution
  • Portfolio Management and Diversification

Private Capital

Trinity’s Private Capital Group delivers customized financing solutions to privately-held businesses, public companies and alternative investment firms. The team has completed over 250 private placements that have raised over $11 billion of capital. Our dedicated Private Financing Solutions Group delivers customized financing solutions to privately-held businesses, public companies and alternative investment firms. The team has completed over 250 private placements that have raised over $11 billion of capital.

  • Equity Private Placements
  • Debt Private Placements