Reimagining Private Equity and
Small Business Investing
Trident pairs proprietary technology with thesis-driven operators to source off-market small businesses, building market-leading platforms to achieve the American Dream
Trident pairs proprietary tech with deep operator networks to unlock high-potential, off-market opportunities others miss
U.S. small businesses represent
$8 trillion in untapped institutional investment. Trident targets profitable family-operated businesses sitting in fragmented sub-sectors
Trident uses proprietary technology as part of a data-driven investing process to source off-market opportunities within niche sectors and specific regions
Post-investment support is provided by Trident Operating Specialists (TOPS), a multi-disciplinary team of functional specialists deployed to each portfolio
Small business private equity represents an unprecedented opportunity
There are 30 Million small to medium size businesses in the U.S.
160,000 of these businesses generate $10-$100 Million of Revenue
Yet, only 0.52% of private equity AUM is targeting these assets
Trident targets the businesses with the strongest tenure and track record in the lower middle market
Target Sectors
Consumer
Healthcare
Industrials
Opportunity Criteria
Historical profitability
Clear value proposition
Defensible market position
Opportunity for multiple expansion
Stable revenue streams
Seasoned management teams
A unique approach to value creation
At Trident, we believe in doing well while doing good, intentionally expanding access, equity, and opportunity within local communities to build resilience businesses and drive sustainable value.
Our approach to value creation extends deliberately beyond the balance sheet. We believe that portfolio companies positioned within diverse talent markets, connected to underserved customer bases, and embedded in local communities possess structural advantages that translate into operational resilience and upside for our Limited Partners.
How we win: Trident combines proprietary technology with a deeply embedded operator network to access and win off-market opportunities
AI-Powered Operator Evaluation
We leverage our proprietary OPER.AI engine to objectively analyze, score, and match top-tier sub-sector operators. By stripping bias out of operator selection, OPER.AI ensures our team’s time is spent with the proven, best-fit operators
Proprietary Deal
Origination
Our vetted Operating Partners bring deep subsector theses and rich knowledge of regional, niche sector expertise. They unlock direct, off-market deal access long before formal sell-side processes begin
Value-Oriented Opportunities
We focus on value-oriented acquisitions of small businesses facing common operational inflection points, such as legacy technology systems, owner transitions, or special situations, where our systematic playbook unlocks growth
Who We Are
Trident and its network are made up of diverse professionals who bring a unique mix of investing acumen, proprietary technology, and operational expertise to direct private equity investing, all with a commitment to exceptional returns for investors.
Learn more about Our Team.
Are you an investor?
Trident breaks down the barriers to institutional investment in this asset class, resulting in lower acquisition multiples and greater potential for returns.
Trident uses a mix of best-in-class investment diligence with data and technology to streamline the private equity process and unlock this asset class.
