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 Client Onboarding. Produce an investment grade offering document and recast financials for valuation calculation. Build a data room. 


Determine if clients business model needs refinement and prepare for testing the buyside market. 


Make-the-market. Through Tridents extensive buyer network, identify a large pool of possible acquirers. Once approved by the client with NDA's, allow access to the data room.  


Meet & Greet. For buyers that show an initial interest, we organize an informal conference between seller and buyer to gauge fit, chemistry, and next steps. 


Letters of Intent, (LOI). A timeline for submissions of LOI is communicated. Trident scrubs every LOI as it will become the baseline of the Purchase Agreement.


Purchase Agreement, (PA). Building on the LOI, every aspect of the PA is analyzed by legal, financial, and operational experts. 


Close. Sometimes an emotional event for our clients, but the deal is done that triggers a significant liquidity event .  

Client Situation

  • Family Owned Business

  • LLC, S Corp, C Corp

  • Generational Transfer

  • Exit Strategy

  • Sell Side

  • Buy Side

  • Liquidation

  • M&A

  • Management Buyout 

  • Recapitalization

Image by Andrew Neel


Revenue, $10MM - $75MM

Recast EBITDA, $2.5MM+

Ship's Wheel

Industry Focus

  • Business Services

  • Distribution

  • Energy Services

  • Entertainment / Media

  • Financial Services

  • Healthcare / Wellness

  • Insurance

  • Logistics

  • Manufacturing

  • Retail

  • Technology & Software

  • Telecommunication

  • Transportation


Why Trident

  • Solely focused on lower middle market

  • Not a volume shop; we close deals!

  • Highly engaged with clients

  • 75+ years of M&A experience

  • 2021 Dealmaker of the Year nominee

Nautical Rope
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