iM Global Partner Takes Minority Stake in Trinity Street Asset Management

IMCO and GCM Grosvenor to Buy 25% Minority Stake in TIP Group From I Squared Capital

July 16, 2026

Transportation

I Squared Capital has entered into a definitive agreement to sell a 25% minority interest in TIP Group to the Investment Management Corporation of Ontario (IMCO) and GCM Grosvenor. The transaction is expected to close in the first quarter of 2027, subject to regulatory approvals and customary closing conditions.

Allied Industrial Partners Makes Majority Investment in Trinity Industrial

April 7, 2026

Industrial Services

Allied Industrial Partners LLC (“Allied”) announced a majority investment in Trinity Industrial (“Trinity”), a Gulf Coast equipment rental and specialty services platform serving industrial, utility, and energy infrastructure customers. The founders (Jonathan and Patrick Foreman) and other senior management will continue to lead the company and retain meaningful ownership alongside Allied. Financial terms were not disclosed.

Trinity Acquires 50% Stake in Omni San Diego Hotel

December 21, 2021

Real Estate

An investment fund managed by Trinity Fund Advisors LLC (on behalf of Trinity GP Fund I L.P.) acquired a 50% interest in the 511‑key Omni San Diego Hotel from JMI Realty. Omni Hotels & Resorts retains the remaining 50% and will continue to manage the property. Trinity and Omni plan a multimillion‑dollar capital improvement program to renovate guestrooms, reimagine food & beverage, and reposition the hotel to capture higher-rated transient and group demand in the growing San Diego market.

iM Global Partner Acquires Litman Gregory

March 9, 2021

Financial Services

iM Global Partner entered into a definitive agreement to acquire Litman Gregory, a San Francisco Bay Area wealth and asset management boutique overseeing roughly $6.2 billion in assets, with regulatory approval expected in Q2 2021. Rosemont Partners III, LP agreed to sell its minority equity interest as part of the transaction; iM Global Partner plans to operate Litman Gregory as a separate business unit to preserve its independence and client relationships.

IK Investment Partners and Luxempart Acquire Stake in iM Global Partner from Eurazeo

February 18, 2021

Wealth Management

IK Investment Partners and Luxempart have acquired a minority stake in iM Global Partner from Eurazeo (with Dassault/La Maison selling its stake), while Amundi remains a shareholder. The transaction brings new strategic investors to support iM Global Partner’s international growth and external growth ambitions as it targets significant expansion of assets under management.

Trinity Hunt Partners Acquires Majority Stake in IMS ExpertServices

November 29, 2017

Legal Services

Trinity Hunt Partners, a Dallas-based private equity firm, acquired a majority interest in IMS ExpertServices, a Pensacola-based provider of expert witness search and placement services. The deal is a recapitalization intended to accelerate IMS's growth; senior debt was provided by Freeport Financial and company founders Bill Wein and Ted Gorder will remain as shareholders and management.