Strategic, Insightful Merger & Acquisition Advisors | Trinity Capital, a division of Citizens Capital Markets

MERGERS & ACQUISITIONS

TRUSTED ADVISORS WITH MORE THAN $20 BILLION IN EXPERIENCE

Whether you have a family-owned business, private equity-backed or a public enterprise, we have the expertise and relationships to help you maximize your long-term value. Our professionals have advised clients on almost every conceivable transaction structure, deal term and document provision. Just as important, we have relationships with the right people to help you achieve your goals, whether it’s a liquidity event or completing your next acquisition.

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A Customized Approach

Creative & Individualized

We take a highly customized approach to each of our assignments with a creative, individualized process that includes:

Setting expectations around realistic valuation work
Insightful analysis of the merits of selling or buying
Preparing an offering document which concisely articulates value and opportunity
Insightful leveraging of our strategic, financial and family office investor relationships
Expert negotiation and advocacy skills
Resolute focus on execution and closing

Featured Transaction

KorMex Foods, Inc. • Mergers & Acquisitions

KorMex Foods, Inc, a franchisee of Taco Bell Corp., has completed a sale of its restaurants to Mas Restaurant Group

Featured Transaction

Benihana of Tokyo • Advisory

Benihana of Tokyo, LLC has sold a 75% stake in its subsidiary, Benihana Holdings Pte. Ltd., to Minor International

Featured Transaction

Burger Holdings, LLC and Burger Gulf Coast, LLC • Mergers & Acquisitions

Burger Holdings, LLC and Burger Gulf Coast, LLC, a franchisee of Burger King Corporation has completed a sale of its restaurants to Consolidated Burger Holdings, LLC, a portfolio company of Union Capital

Services We Provide

SELL-SIDE AND BUY-SIDE M&A ADVISORY

Sale of your company
Divestiture of one of your company’s divisions
Majority recapitalization
Buyout of partners or shareholders
Acquisition of another business
Merger of equals
Management buyout (MBO)
Going-private transaction

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ADVISING ENTREPRENEURS

REALIZING YOUR LIFE’S WORK

Entrepreneurs generally have the bulk of their net worth tied up in the company they founded. This concentration of wealth challenges a key attribute in portfolio risk management, diversification.

At Trinity Capital we understand that the selling of a business – that one has founded, capitalized and grown over a number of years – is a monumental decision that is at once mentally and emotionally challenging. Critical to the success of this mission is a capable advisor, one who is experienced, trustworthy and independent.

Trinity Capital specializes in helping entrepreneurs, who have decided to diversify their financial holdings, find a partner, attract outside capital or sell their company. Our success is rooted in listening to our clients, counseling them and helping execute their plan.

We have the requisite skill sets, industry contacts and transaction structuring experience to complete a transaction on your terms, not the terms of your counter-party. Our clients have consistently achieved results well above their expectations and are happy to tell about it.

To successfully sell a company requires expert knowledge of potential buyers, the market and the company’s culture, financials, leadership and growth opportunities. Trinity Capital dedicates enormous resources in pursuit of these disciplines to provide excellent results for our clients. This commitment has enabled us to consistently exceed our clients’ objectives – whether they’re selling an interest in, or all of their business. We endeavor to optimize their sale proceeds, providing peace of mind and minimizing their tax burden, legal obligations and ongoing commitments. We encourage you to ask us for examples and client references.

SERVICES