Portfolio
TPEG Solar, LLC
Trinity Private Equity Group is pleased to announce the first closing of TPEG Solar, LLC in the amount of $1.5mm. TPEG Solar, LLC is investing $2.5mm in the form of preferred stock for the expansion of Brightergy Solar Solutions, a Missouri based solar integrator, which is expanding into Massachusetts and New York during 2012.
EE Birmingham Retail #1, LP
Trinity Private Equity Group co-invested with Encore Enterprises Inc. to acquire the property Pelham Towne Center, a grocery-anchored retail center located in the Birmingham suburb of Pelham, Alabama.
Hilton College Station
Trinity Private Equity Group co-invested with Encore Enterprises Inc. to acquire the 303-room Hilton Hotel and Conference Center in College Station, Texas. This full-service Hilton is the largest hotel in Bryan/College Station market. The total transaction value was $32.7MM.
Trinity Corinthian Bluffview Investors, LLC
Trinity Private Equity Group formed a new entity named Trinity Corinthian Bluffview Investors, LLC, to partner with Praedium Group of New York and with Centennial Real Estate and Corinthian Apartment Investments in purchasing The Elan at Bluffview for the price of $23,812,013. The Elan at Bluffview is a 257,931 square foot mixed use real estate project located in Dallas.
Liberty Lofts in Kansas City
Trinity Advisory Group partnered with Fort Worth based Atlas Properties to purchase a condominium/loft project in the Crossroads Arts District of Kansas City. Liberty Lofts, LLC raised $1,800,000 in investor funds for the approximately $3.66 million total raise, to purchase 27 condominium units in Liberty Lofts. This transaction closed May 2010.
Cincinnati Governor’s Pointe Retail Center
Trinity co-invested with Dallas based Encore Enterprises in the purchase of Governors Pointe, a 360,000 square foot Class A retail shopping center in Mason, Ohio, for $27,500,000. This transaction closed May 2010.
Farpointe Wine Shop Tasting Lounge
Trinity Advisory Group established a partnership called Trinity Wine Holdings, LP to purchase a substantial interest in Farpointe Cellar, a regional wine dealer and winery, and has continued to raise capital for the expansion of the retail concept.
Trinity Advisors placed a $3.5 million mezzanine financing round for this Dallas-based packaging firm, in conjunction with the acquisition of Craftmark Labels, an Arlington-based flexible packaging manufacturer.
3 Restaurants in Albequerque, Round Rock and Austin
TP Franchise Venture I, LP
Trinity Advisory Group advised David Catalano, the first franchisee for Twin Peaks Restaurants, in the creation and funding of a partnership designed to open up to five new franchise stores in Albuquerque, New Mexico and Austin, Texas.
5 Restaurants in Dallas and Houston metro areas
Trinity Advisory Group (formerly Trinity Advisors) advised Neptune Restaurant Ventures, a franchisee for Fish City Grill in Austin and San Antonio on the capital plan for a 5 unit development. Trinity worked with Neptune Restaurant Ventures to arrange over $900k in development debt and $825k in growth capital.
RBN Holdings, LLC
Trinity Private Equity Group purchased Roofs by Nicholas located in Midland, Texas from its founder and operator, Dan Nicholas, through the creation of a new company named RBN Holdings, LLC. The Senior Bank Note for this purchase was provided by Wells Fargo. MidStates Capital provided the Senior Subordinated Debt. Roofs by Nicholas is the leading replacement residential roofing company in the Midland and Odessa area.
Trinity Advisory Group assisted Lucidity Consulting Group in a successful $2.5MM subordinated debt offering. Lucidity is one of the top Oracle Systems consulting partners in the United States. Headquartered in Dallas since its founding in 2001, Lucidity is a leader in installing many of the software solutions offered by Oracle. This transaction closed January 2010.
Trinity Advisory Group partnered with EM Real Estate Enterprises in a successful purchase of a Walgreens location in Ruston, Louisiana. This acquisition was executed on a NNN lease basis for $5.2MM in equity, subordinated debt, and senior debt. Founded in 1901, Walgreens is the largest drug store company in the United States ranked by sales. This transaction closed January 2010.
Wayne Trademark Printing and Packaging, LLC Trinity Advisors led $12 million purchase of Wayne Trademark, a North Carolina Printing Company with a focus on printing high quality labels and tags for hosiery clients. The transaction was completed in March 2008.
Trinity Advisory Group represented South Bay Partners, Ltd. of Dallas and Integrated Real Estate Group of Southlake, TX, in a successful $4.6MM equity offering in a real estate development of Waterview at Mansfield. This project is a new $17.8MM, 123 bed Assisted Living, Skilled Nursing, and Alzheime’s facility that will house seniors in a purpose built setting, located in Mansfield, TX. This transaction closed November 2009.
Trinity Private Equity Group, in partnership with Fort Worth-based Atlas Properties, has purchased more than half of the units in the Piazza Siena condominium complex in Dallas’ Oak Lawn neighborhood. The units were purchased from Amcore Bank of Chicago. The condos will be re-sold after undergoing improvements. This transaction closed December 2009.
