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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Kush Dash & Molly Viscardi—CEO & COO View Case Study
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Leyla Sudbury—CEO View Case Study
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Vince Kuchar—CEO View Case Study
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Nader Bebawy—CEO View Case Study
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Cyrus Symoom & Jake Dancyger—CEO & Executive Chairman View Case Study
We are an end‑to‑end partner from sourcing to acquisition, and beyond.
Entrepreneurs want advice supported by deep operating and investing expertise, availability, and committed, long‑term capital.
Where we have impact
Raising your fund
For entrepreneurs raising traditional search funds, we help develop and refine theses, provide early PPM feedback, and discuss fundraising strategy and investor alignment.
Launching your search
Our one‑stop resource for financial, legal, and software resources streamlines the setup process.
Sourcing
Finding a great business to buy is hard. We support your sourcing effort with consistent industry and company research and feedback, to remove obstacles and prioritize the highest‑potential acquisitions.
Diligence & Acquisition
From valuation to deal structure to industry-specific diligence, we stand shoulder to shoulder with you on every step of the negotiation and diligence process.
Operating and Value Creation
We help ensure operators are backed by a diverse and supportive board and strategic advisors as they step into the CEO role.
Since 2014 we’ve partnered with aspiring entrepreneurs to acquire and grow more than 90 businesses.
$240M
Over $240M in committed, patient capital
11
Eleven person team, 100% dedicated to entrepreneurs
80%
Over 80% participation in acquisitions closed by entrepreneurs we partner with
90+
Over 90 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 your entrepreneurial journey to each partnership.