Trinity Hunt Partners Recapitalizes Keste

Kohlberg & Company Recapitalizes Trinity Life Sciences

November 30, 2021

Healthcare Services

Kohlberg & Company will recapitalize Trinity Life Sciences, replacing Parthenon Capital as the company’s capital partner. The transaction provides Trinity with new growth capital to support global expansion, technology and data-driven capability investments while Trinity’s management team, led by CEO David Fitzhenry, will remain in place.

Oak Hill Capital Joins Warburg Pincus in Recapitalization of Kestra Holdings

September 30, 2022

Financial Services

Kestra Holdings, an Austin-based wealth management platform, completed a recapitalization in which Oak Hill Capital acquired the minority equity position previously held by funds managed by Stone Point Capital, while Warburg Pincus remains the majority investor. The transaction brings a new private capital partner to support Kestra’s continued scaling, platform investments and capability expansion across its wealth management businesses.

Warburg Pincus Recapitalizes Kestra Financial; Stone Point Retains Minority Stake

February 25, 2019

Financial Services

Warburg Pincus agreed to acquire a majority interest in Kestra Financial in a recapitalization transaction, with funds managed by Stone Point Capital retaining a minority stake and Kestra management and certain advisors keeping equity. The deal will provide growth capital to expand Kestra's advisor platform, technology and recruiting initiatives and is expected to close subject to regulatory approvals.

Trinity Hunt Partners Acquires Majority Stake in Dataprise

January 6, 2020

IT Services

Trinity Hunt Partners has acquired a majority stake in Dataprise, a Rockville, Maryland-based provider of IT managed services founded in 1995. Trinity Hunt will partner with Dataprise CEO David Eisner and the existing management team (who remain significant shareholders) to accelerate growth through organic initiatives and strategic add-on acquisitions.

Trinity Hunt Partners Makes Majority Investment in Alliance Group

April 13, 2023

HVAC & Mechanical

Trinity Hunt Partners, a Dallas-based private equity firm, made a majority investment in Alliance Group, a New England commercial HVAC services provider, to launch a national commercial HVAC platform. Trinity Hunt will support Alliance's growth and scale the business through strategic add-on acquisitions and organic initiatives while Steve Knowles will lead the platform as CEO.

Trinity Hunt Partners Acquires Majority Stake in Supreme Optimization

July 11, 2023

Marketing & Advertising

Trinity Hunt Partners has made a majority investment in Supreme Optimization, a digital marketing agency focused exclusively on the life sciences sector. Balance Point Capital Advisors (via its affiliated fund) provided a financing package to support the acquisition and provide capital for future M&A; Supreme's founder Sheldon Zhai and other members of management will remain significant shareholders.