Services

Transaction Advisory Services

Sell-side Advisory Services - Trinity works closely with Clients to first identify divestiture or exit goals, then formulate strategies for a smooth, successful transaction.  We begin with a step-by-step process that includes:

• analyzing the Client’s industry and its market position,
• confidentially marketing the company to qualified buyers and,
• managing Due Diligence and the final negotiations.

Our goal is to secure the best opportunity and maximum value for the Client.

Buy-side Advisory Services - Trinity works with Clients to develop winning strategies and execute an acquisition program that will achieve overall company goals.  Many of our Clients are growth-oriented companies looking to achieve aggressive revenue goals, grow into new strategic markets or geographies, or capitalize on the consolidation of a market or industry.  Trinity assists Clients in:

• articulating and executing their growth strategies,
• confidentially identifying  potential targets and approaching them,
• managing the LOI and Due Diligence process and the final negotiation.

Exit Planning Service

It’s important to understand your options and then make informed decisions to go forward.  Exit Planning does not end with an analysis of strategies, tactics, strengths/weaknesses or many of the classic notions of strategic planning.  Instead, the focus is based on the company’s current enterprise valuation, and how the valuation may change based on strategic ownership decisions. How much more is the company worth based on review and selection of various implementation action alternatives?