Senior-led advisory for founders, owners, and majority stakeholders who want to sell on their terms — with clarity, confidence, and the right M&A team.
We engineer competitive tension among qualified buyers to create an accretive situation. The result is not just a closed deal — it is the best possible outcome for you and your employees.
You deal directly with our partners from the first call to closing. No hand-offs to junior staff. Your exit requires expert attention throughout.
You set the pace. You make every decision. Our role is to handle the complexity, manage the process, and ensure you are never surprised.
We manage the entire outreach discreetly. Be secure knowing your employees, customers, and vendors are shielded from the process. Your competitors will not know you are exploring a sale unless you decide otherwise.
Trident is a boutique advisory firm built on one belief: founders, owners, and majority stakeholders of the lower middle market deserve the same caliber of guidance as larger companies. We are relationship-first, not transaction-focused — and that difference shows in every engagement.
Selling a business is one of the most significant events in an owner's life. We treat it that way. Our process is structured, transparent, and designed to keep you informed and confident at every step. We have seen what goes wrong in a sale — and we have built our practice around preventing it.
Our direct access to an active and broad set of strategic and financial buyers gives our clients a genuine advantage. Combined with deep sector expertise in business services, distribution, and light manufacturing, we develop more than a process — we apply leverage.
"The goal is not just to close a deal. It is to help you chart your course and realize a favorable outcome."
— Henry Ennis, Founder & Managing Partner
Trident was founded by professionals who had seen too many business owners walk into the most meaningful transaction of their careers without the appropriate guidance. The lower middle market continues to be underserved by the buy and sell-side community — not because the businesses are less important, but because the advisory model has not caught up to their needs.
We set out to change that. Today, Trident operates as a senior-led, relationship-driven boutique firm with offices in Dallas, Atlanta, Munich, and Dubai — giving our clients both domestic depth and international reach. Every engagement is led personally by a partner, from the first conversation through to closing day.
Selling the business you have built is one of the most significant decisions of your professional life. It deserves more than a transaction — it deserves a customized, "white glove" process designed around achieving your goals, on your terms, and with your peace of mind. At Trident, we walk alongside you at every stage: bringing clarity where there is uncertainty, structure where there are obstacles, and experienced know-how where it matters most.
We begin by listening to your priorities — financial, personal, and timing. Utilizing our tech/AI-enabled project management workstreams, we shape everything that follows.
We assess what your business is truly worth — and identify the story that will resonate most powerfully with the right buyers.
We build a compelling, buyer-ready and investment quality package — so your business is seen in its best possible light from the very first introduction.
Use unique relationships with strategic and financial buyers — providing the highest value and expanded opportunities for your employees.
Multiple qualified buyers, running in parallel. That competition is what drives your cash windfall — and your leverage.
We negotiate every detail — price, structure, protections — so you walk away with an outcome that reflects what you built.
We guide you through due diligence to a clean, successful close — so you can move forward on your terms.
Deep sector knowledge means we understand your business model, your buyers, and what drives value in your market. We do not just run a process — we speak your language.
Professional B2B services, outsourcing, consulting, engineering and architecture, and other service providers with recurring revenue (SaaS) and scalable models are a core focus.
Wholesale, specialty distribution, and logistics businesses are highly attractive to both strategic and private equity buyers, and we position them compellingly.
Precision parts, assembly, value-added manufacturing, and industrial services businesses benefit from our understanding of the private equity and strategic buyer landscape in this segment.
Specialty Sectors
Do you have a buyer's mandate? For business owners and management teams looking to grow through acquisition, Trident provides disciplined buy-side advisory. We help you identify the right targets, approach them discreetly, and execute with the same rigor we bring to our sell-side work.
Our relationships with private equity firms, family offices, and strategic acquirers — built over decades in the lower middle market — mean your business reaches the right decision-makers, fast. Not cold outreach. Real relationships. Real results.
At Trident, the partners who win your business are the same people who execute your transaction. Every engagement receives senior attention from day one.
Henry founded Trident with a clear conviction: business owners deserve senior-level M&A advisory, not junior bankers. With decades of transaction experience and deep relationships across the private equity landscape, he leads every engagement personally — from the first conversation to the closing table.
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Vishal brings over 25 years of finance and M&A experience to every transaction. A graduate of Emory University's Goizueta Business School, he is known for his meticulous preparation, sharp deal instincts, and his ability to navigate complex negotiations with precision and calm.
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Greg is a seasoned global executive with more than 40 years of experience in technical, managerial, and executive leadership roles in the petroleum and financial services industries. His highly diversified background includes positions in major international firms, junior oils, foreign governments, and financial service companies.
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Frank is based in Dubai, UAE, and Munich, Germany, where he leads Trident's marketing efforts. He brings over 20 years of experience in the automotive industry, having served as Co-CEO and COO of German automotive suppliers with revenues of up to $1.5 billion. In addition, Frank works as an independent consultant, focusing on management consulting, process optimization, and AI.
LinkedInA look at current market conditions, buyer appetite, and what the M&A environment means for lower middle market valuations — and what business owners should be thinking about right now.
Read ArticleUnderstanding what drives PE buyer decisions helps owners position their businesses more compellingly — and negotiate from a position of strength rather than guesswork.
Read ArticleFrom skipping preparation to accepting the first offer, these common missteps cost owners millions and months. Here is how to recognize them — and how Trident helps you avoid them.
Read ArticleAnswer 10 quick questions and receive a complimentary enterprise value estimate from a Trident senior advisor — directly to your inbox, within one business day.
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