Investment Criteria

TriVest prefers to invest in the following industries:

  • Healthcare (including Biotechnology)
  • Renewable Energies
  • Security

We select businesses whose market position is strong and can be protected from new or unexpected competition. The firm has particular interest in acquiring companies in fragmented industries. Successful acquisition and growth financing candidates usually possess the following characteristics:

  • Talented and committed management team
  • Strong and defendable market positions
  • Scalability
  • A product line with extended life cycles and low obsolescence risk
  • Sustainable and above average operating profit margins (>25% in Retail and Manufacturing, >50% in Services)