MIAMI–(BUSINESS WIRE)–Trivest Partners is pleased to announce the following promotions — a recognition of accomplishment that fully exemplifies the depth of talent and experience on the internally-grown Trivest team.
Stephen Koren has been promoted to Principal with a focus on the Trivest Recognition Fund. Stephen joined Trivest in 2021 and was previously the CFO of Inspire, a clean energy company; and was an executive at startup and growth-stage businesses. Prior to his operating experience, Stephen worked at Charlesbank Capital Partners and was a management consultant with Bain & Company. He received his A.B. in Environmental Science and Public Policy from Harvard University.
Chris Berton has been promoted to Principal, Business Development with a focus on deal origination. Chris joined Trivest in 2017 following nine years at H.I.G. Capital. He received his B.A. in Economics from Tufts University and M.B.A. from University of Miami and is a CFA charterholder.
Spencer Ledwith has been promoted to Vice President with a focus on the Mid-Market buyout funds. Spencer joined Trivest in 2019 after working as an Analyst at Raymond James in the Consumer & Retail investment banking group. He received his B.B.A. in finance from Southern Methodist University and is a CFA charterholder.
Andres Policastro has been promoted to Vice President with a focus on non-control partnerships within TGIF. Andres joined Trivest in 2020 following two years at Comvest Partners where he provided debt and equity financing solutions to middle market businesses. Previously, he was an Analyst at Regions Bank in Leveraged Finance. He received his B.S. in Engineering Science from Vanderbilt University.
Yonatan Naymark has been promoted to Vice President with a focus on the Trivest Recognition Fund. Yonatan joined Trivest in 2021, previously working with Roark Capital Group and CVC Credit Partners. He began his career as an investment banking analyst in the Mergers & Acquisitions Group at Jefferies after receiving his B.S. and M.S. in Finance from the University of Florida.
Alissa Walker has been promoted to Vice President with a focus on the Mid-Market buyout funds. Alissa joined Trivest in 2022 following three years at Lorient Capital. Prior to Lorient, Alissa held various positions within investment banking, corporate development, and valuation supporting founder-owned businesses. She received her B.S. in Finance and Accounting from Bentley University.
Rigby Coleman has been promoted to Senior Associate with a focus on non-control partnerships within TGIF. Rigby joined Trivest in 2021 following four years at Comvest Credit Partners. Previously, Rigby was an Associate at Regions Business Capital. He received his B.A. in Finance from Auburn University.
Kiki Jauregui has been promoted to Senior Associate with a focus on the Mid-Market buyout funds. Kiki re-joined Trivest in 2021, having previously been with the Firm from 2015-2019. Prior to rejoining Trivest, Kiki was an Associate at Fifth Third Securities in the Financial Sponsors investment banking group. He received his B.S. in finance and accounting information systems from Boston College.
Rafael Tavares, Jr. has been promoted to Senior Associate with a focus on the Trivest Discovery Fund. Rafa joined Trivest in 2020 after working as an Analyst at RBC Capital Markets in the Industrial & Diversified Services Group. He received his B.S. in Finance from the University of Florida.
“Trivest’s pace of accomplishment and growth is due to the quality of our team. As we add new investment capabilities with increased flexibility for Founders at every stage, we pause to congratulate these professionals for their continued contribution to the Firm’s success,” said Troy D. Templeton, Managing Partner at Trivest.
Trivest Partners LP, with offices in Miami, Charlotte, Chicago, Los Angeles, Philadelphia, and Toronto, is a private investment firm that focuses exclusively on the support and growth of founder-led and family-owned businesses in the United States and Canada in both control and non-control transactions. Since its founding in 1981, Trivest has completed more than 400 investments, totaling over $7 billion in value. To learn more, visit www.trivest.com