TRIDENT EQUITY GROUP
Built on your foundation. Focused on your future.
About Us
At Trident Equity Group, we are two entrepreneurs on a mission to build upon the foundation you’ve created. Our purpose is to acquire, lead, and grow a single great business with care and intention.
We recognize that small and mid-sized businesses are the backbone of the economy and the heartbeat of their communities. The vision, grit, and dedication it took to build your company is something we deeply admire. Our goal is to honor that legacy—preserving what makes your business special while positioning it for long-term success.
Trident Equity Group provides business owners with a tailored transition plan that reflects their values and priorities. Backed by committed capital and a network of experienced operators, we bring the leadership and resources needed to ensure your business, your team, and your community continue to thrive for years to come.
What We Look For
Non-SaaS
$2mm to $10mm in EBITDA
Software
Profitable with >$3mm in ARR
Location
Based in the United States
Industries
B2B Services, Quick Service Restaurant (QSR) Services, Preauthorization Services, Data Center Services, Financial Services, Education/Compliance
Characteristics
Recurring Revenue, Simple Business Model, History of Growth, Durable Moat, High-Integrity Owner
Our Process
01
Introductory Call
We’ll start with a brief phone or video call to get to know each other. We want to hear your story, understand your company, and learn about your goals to determine whether there is a strong fit.
02
Initial Financial Review and Preliminary Offer
After signing a non-disclosure agreement (NDA), we’ll request basic financial information to better understand your business. We’ll also arrange an in-person meeting to continue building the relationship.
Following our review, we’ll share a preliminary offer to help guide conversations around valuation and structure.
03
Letter of Intent (LOI)
If there is mutual interest in moving forward, we’ll submit a non-binding Letter of Intent. This document outlines key deal terms, including a proposed purchase price or range, and requests a short exclusivity period (typically 60 to 90 days) to conduct due diligence.
04
Due Diligence
During this phase, we take a deeper look at the business including financials, operations, legal matters, and HR with the help of trusted advisors. We’ll also work together to begin shaping a transition plan.
We know this stage can be complex, so we prioritize clear communication, transparency, and empathy throughout.
05
Closing and Transition
Once all parties are aligned, we sign the purchase agreement, transfer funds, and begin the transition. Our commitment doesn’t stop at closing. We work side by side with you to ensure a smooth handoff for your team, customers, and vendors while preserving the culture and legacy you’ve built.
What Sets Us Apart
Strategic Buyer
Small Piece of Larger Corporation
Cut Costs, Remove Redundancies
Shifts with Corporate Strategy
Structured to Protect Parent
Redundant Roles Eliminated
Uncertain, Company-driven
TRIDENT EQUITY GROUP
100% Dedicated to One Business
Grow While Honoring Your Vision
Long-term, Enduring Value
Flexible, Owner-friendly
Culture and Team Protected
Custom Plan for Your Goals
private equity
One of Many Portfolio Companies
Short-term, Leverage-driven Returns
3–5 year Hold Period
Rigid, Investor-driven
Depends on Return Strategy
Stay on, Under Scrutiny
Our Investors
Contact Us
Interested in exploring a partnership or sharing your business details? Connect with us and let’s start the conversation.