Deal Origination

TRELLIS KNOWS

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.

Meet the Team

Why Trellis?

Deal Flow

We generate access to proprietary deal flow.

Speed

We find opportunities early, before they go to market, speeding up market diligence and providing clients the 1st look.

Leverage

Our team uses our proprietary database, talent, resources, time and energy to scan, gather intelligence, and find the right deal.

Visibility

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