Trellis Advisors finds success for our private equity, family office and strategic clients by maintaining a diligent search and qualification process to find ideal, direct-sourced deals that end up in their pipelines.
We generate access to proprietary deal flow.
We find opportunities early, before they go to market, speeding up market diligence and providing clients the 1st look.
Our team uses our proprietary database, talent, resources, time and energy to scan, gather intelligence, and find the right deal.
We provide KPIs on targets, revenue, growth, ARR, EBITDA etc. to ensure companies meet our clients’ criteria. We‘ve built an organized database by sector, business model and vertical, providing you with complete visibility into your total addressable market
When working with a fund for platforms, we’ll also provide you with add-on searches as needed.