Daniel Finkelstein Email & Phone Number

As a business development professional, I advise Trivest Partners on deal origination, evaluation of investment opportunities and deal relationships. I specialize in connecting successful founders and family-owned businesses with Trivest’s unique private equity approach. Leveraging 40+ years of experience as a retail Chief Executive Officer, business owner, and investment banker, I understand the priorities of business owners before, during and after a transaction process. Trivest’s seller-focused model eliminates common deal challenges, ensuring flexible terms and preserving company culture and operational philosophies. Trivest Partners has partnered with talented business owners and management teams for more than 40 years. We have four funds with > $3 billion of committed capital and invest in a variety of industries, including consumer products & retail, healthcare, business services, manufacturing, distribution and technology/software. OUR ROLE is to provide well-run, growing businesses with the capital and resources necessary to fuel future growth and to allow the existing management team to execute the operational strategies to achieve that objective.BENEFITS of a Trivest Investment:1 - Simplified, seller-friendly transaction process.2 - Preservation of company culture and operational independence.3 - Access to capital and resources for long-term growth.4 - Flexible deal structures tailored to owner priorities.WHAT MAKES TRIVEST DIFFERENTWe say NO to typical transaction term pain points:1 - No earnouts/deferred payments = 100% cash at close2 - No required founder rollover = reinvestment is the founder’s choice3 - No financing contingencies = we can close all equity4 - No escrow & indemnification holds = seller protected with R&W insurance5 - No retrading = we close at the price in our Letter of IntentTrivest’s POST INVESTMENT PROMISES:1 - We don’t want to run your business – we want your team to continue to do that.2 - Company name will continue.3 - Personnel will remain.4 - Your culture will be preserved.If you are thinking about selling a portion or all of your business, let's set up a call. Contact me here on LinkedIn or by email at dbfinkelstein@yahoo.com.www.trivest.com

Listed skills include Mergers And Acquisitions, Corporate Development, Investment Banking, Sales, and 11 others.

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  Claremont Mckenna College

  Political Science And Government