Investment Criteria

Although Trinity Private Equity Group (TPEG) does not have a mandate or charter, we seek win-win investment and acquisition opportunities that generally meet the following criteria:

Size (one or more of the following usually apply)
• Annual revenues greater than $5 million
• EBITDA of greater than $1.5 million
• Enterprise value greater than $5 million

Industry (the following represent industries that we focus on)
• Consumer products
• Light manufacturing
• Distribution
• Consumer and commercial services
• Specialty retailing
• Strongly branded or patented products

Product and Service (one or more usually apply)
• Product or service with strong value proposition
• Intellectual property or other barriers to entry
• Scalable with growth opportunities

Other Company Characteristics
• Stable or growing customer and revenue base.
• Primary operations in the U.S.
• Strong existing management
• No extreme customer concentration

Preferred Types and Size of Investments
• Equity placements of 1-5MM in control investments
• Structured debt placements of 1-5MM in minority investments

©2008 Trinity Private Equity Group | 700 N. Carroll Ave., Suite 170 | Southlake, Texas 76092 | 817.310.2900 | FAX 817.310.2911 | info@trinitypeg.com