We partner with exceptional entrepreneurs to acquire and operate great businesses.
Trilogy invests in leaders with distinctive backgrounds, who have the entrepreneurial drive, demonstrated leadership skills, and commercial aptitude to achieve their dream of owning and growing a successful business.
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Jonathan & Courtney Dunn—CEO & President View Case Study
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Vince Kuchar—CEO View Case Study
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Caroline Matthews & Connor McCarthy—Managing Partners View Case Study
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Nader Bebawy—CEO View Case Study
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Cyrus Symoom & Jake Dancyger—Co-CEOs View Case Study
We are an end-to-end partner throughout the search process: from sourcing, to acquisition, and beyond.
Search fund entrepreneurs want advice supported by deep operating and investing expertise, availability, and committed, long-term capital. We strive to be trusted guides who work closely with each entrepreneur through sourcing, acquiring, and operating a business.
Raising your fund
We help entrepreneurs develop and refine their thesis, provide early PPM feedback, and discuss fundraising strategy and investor alignment.
Search Setup
We developed Trilogy Quick Start as a one-stop resource for financial, legal, and software resources to streamline the setup process.
Search Process
Finding a great business to buy is hard. Our role during your search is to help you remove obstacles and prioritize the highest-potential acquisitions, and to be available when you need us.
Diligence & Closing
We stand shoulder to shoulder with Searchers on every step of the negotiation and diligence process.
Operation
We help ensure Operators are backed by a diverse and supportive board and strategic advisors as they transition from Searcher to CEO.
Since 2014 we’ve partnered with aspiring entrepreneurs to acquire and grow over 70 businesses
240M
Over 240M in committed, patient capital
10
Ten person team, 100% dedicated to search fund entrepreneurs
80%
Over 80% participation in acquisitions closed by entrepreneurs we partner with
70+
Over 70 completed transactions in SaaS, healthcare & healthcare IT, tech-enabled services, and B2B services
It’s a challenging journey. We’ll be there with you, shoulder to shoulder.
We bring investing and operating experience, hard work, and enthusiasm for the entrepreneurial journey to each search fund partnership.