Trilantic Portfolio and Responsibility in Action

Trilantic Partners has a diverse portfolio of investments in various sectors, including consumer and retail, healthcare, and industrials.

They have invested in companies like 1-800 Contacts, a leading online retailer of contact lenses, and Culligan, a global water treatment company.

Trilantic Partners has a strong track record of supporting its portfolio companies in their growth and development.

Their expertise in operational improvement and strategic planning has helped companies like Culligan to expand their global reach and improve their profitability.

Trilantic Partners is committed to responsible investing and has implemented various initiatives to promote sustainability and social responsibility in its portfolio companies.

For example, they have invested in companies that prioritize environmental sustainability and social responsibility, such as a leading manufacturer of eco-friendly cleaning products.

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Trilantic North America has been actively involved in various investments and acquisitions, supporting the growth of its portfolio companies. Trilantic North America led the investment in SOFIE Biosciences in June 2024, supporting the company's continued growth and expansion.

In 2022, Trilantic North America led investments in TSC Miami and WebFX, a tech-enabled provider of on-demand and screen print and fulfillment services, and a leading tech-enabled digital services provider for premium SMBs, respectively. Trilantic North America also renewed its partnership with Addison Group, a professional services firm specializing in talent solutions and consulting services.

Some notable acquisitions made by Trilantic North America's portfolio companies include Outdoor Living Supply (OLS) completing 18 add-on acquisitions since inception, and RoadSafe Traffic Systems, Sunbelt Solomon, AEGIS Hedging, and IntouchCX completing acquisitions in 2024.

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Trilantic North America has been actively involved in various acquisitions, supporting the growth of its existing portfolio companies through strategic tuck-in acquisitions and other transactions.

One notable example is Outdoor Living Supply (OLS), a portfolio company that has completed 18 add-on acquisitions since its inception. This year, OLS completed the acquisition of The Rock Place and Willow Creek.

Trilantic North America's latest acquisition was Ingenovis Health, although the valuation of this acquisition is not publicly disclosed.

In addition to these acquisitions, Trilantic North America's portfolio companies have also completed several acquisitions in 2024, including RoadSafe Traffic Systems, Sunbelt Solomon, AEGIS Hedging, and IntouchCX.

Here are some of the notable acquisitions made by Trilantic North America's portfolio companies in 2024:

Trilantic Capital Partners has a limited number of strategic partners and customers, which we'll explore in this section.

Trilantic Capital Partners has 2 strategic partners and customers, with one of them being Votacall, a cloud phone system provider.

Votacall was selected by Trilantic Capital Partners in December 2018 due to its increased reliability, productivity, and support.

Trilantic Capital Partners had previously experienced issues with a hosted VoIP solution provider that failed to meet their customer experience and support expectations.

The private equity firm experienced extended downtime due to inclement weather, prompting them to switch to Votacall.

Here's a list of Trilantic Capital Partners' customers:

Nexidia was a partner of Trilantic Capital Partners in 2008, but the details of their partnership are not publicly available.

Trilantic North America has made significant strides in strengthening its ESG practices, with a focus on understanding and reducing its carbon footprint. The firm has completed carbon footprint analyses for 21 portfolio companies across three funds and its own operations.

In 2022, Trilantic North America began its carbon footprint journey, and by 2023, it had made notable progress, with 88% of its portfolio companies having diverse board representation. This is a testament to the firm's commitment to accountability and transparency.

The firm's efforts to enhance gender equity in the private markets sector are also noteworthy, particularly its partnership with Dartmouth's Tuck School of Business for the second annual Gender Equity Consortium.

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Trilantic North America has a long-standing commitment to environmental, social, and corporate governance (ESG) and diversity, equity, and inclusion (DEI).

The firm's dedication to ESG is evident in its annual reports, which highlight its progress and roadmap for ongoing ESG journey. Trilantic North America's fourth annual ESG report showcases its efforts to strengthen ESG practices.

In 2022, the firm began analyzing its carbon footprint, and by 2023, it had completed the carbon footprints of 21 portfolio companies across three funds and its second annual firm-level carbon footprint analysis.

88% of Trilantic North America's portfolio companies now have diverse board representation, a notable achievement since the program's inception.

Trilantic North America has also made significant efforts to enhance gender equity in the private markets sector, partnering with Dartmouth's Tuck School of Business for the second annual Gender Equity Consortium.

The firm's commitment to accountability and transparency is evident in its submission of an inaugural report to the UN-supported Principles for Responsible Investment in 2024.

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When managing a portfolio, it's essential to consider the exits that come with it. Trilantic Capital Partners has had a significant number of portfolio exits, with a total of 23.

Their latest exit was Doppel Farmaceuticion, which occurred on July 24, 2024. This highlights the importance of keeping track of exit dates to make informed decisions.

Trilantic Capital Partners' experience shows that portfolio exits can be a crucial aspect of a successful investment strategy.

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Trilantic Capital Partners has a team of trusted service providers who help them navigate complex deals.

Kirkland & Ellis is one of the key service providers for Trilantic Capital Partners. They specialize in providing general counsel services.

Trilantic Capital Partners relies on Kirkland & Ellis for general counsel services. This expertise is crucial in making informed investment decisions.

Here are some key details about Kirkland & Ellis' involvement with Trilantic Capital Partners:

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Trilantic Capital Partners has a significant presence in the United States, with offices in New York and Los Angeles.

The firm has invested in several notable companies, including a leading provider of software solutions for the mortgage industry.

Trilantic's investment strategy focuses on providing growth capital to middle-market companies in the business services, consumer and industrials sectors.

One notable investment by Trilantic was in a company that provides software solutions for the financial services industry.

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Trilantic's investment in a leading provider of software solutions for the mortgage industry has yielded significant returns.

The firm's investment in a company that provides software solutions for the financial services industry has also been successful.

Trilantic's investment strategy is centered around providing growth capital to middle-market companies with strong growth potential.

The firm's investment in a leading provider of software solutions for the mortgage industry has helped to drive growth and expansion.

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