Trilogy Search Partners

Overview

Trilogy Search Partners is a private equity firm specializing in partnering with entrepreneurs to acquire and operate small to mid-sized companies in the United States. They focus on long-term value creation through operational improvements and strategic growth initiatives. Their portfolio includes over 90 completed transactions in sectors such as SaaS, healthcare, tech-enabled services, and B2B services. They have committed over $240 million in patient capital and have a team of 11 professionals dedicated to supporting entrepreneurs. Their approach encompasses all stages of the acquisition process, from sourcing and diligence to operation and value creation. They provide resources and expertise to help entrepreneurs succeed in their acquisition and operational goals. Their portfolio companies include Abound Health, Ascend Software, Utility Cloud, and Woven Care, among others. They have offices in Mercer Island, Washington, and San Francisco, California.

Investment Focus

• Entrepreneurial drive
• Demonstrated leadership skills
• Commercial aptitude

Portfolio Companies