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 experienced investors who support our long-term approach, 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
Revenue
Typically $10 million or more
EBITDA
Generally $2 million to $10 million
Ownership
Typically founder-owned or closely held businesses
Geography
Nationwide across the United States
Business Profile
Primarily durable B2B services, with select opportunities in service-heavy distribution and manufacturing.
Transaction
Control acquisition with flexibility around seller transition and equity rollover
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.
Why Partner With Trident
One-Company Focus
One company, not a portfolio. Our time, capital, and operating attention stay concentrated on one business.
Long-Term Ownership
No rapid flip or predetermined hold period. We intend to build durable value over time.
Experienced Capital
Backed by experienced investors who support our long-term approach.
Responsive Process
Clear criteria, direct communication, and fast fit/no-fit decisions supported by established capital relationships.
Our Investors
Contact Us
Interested in exploring a partnership or sharing your business details? Connect with us and let’s start the conversation.