Trilogy Search Partners

Last week, our team had the privilege of hosting a lunch panel at The Wharton School in collaboration with the Wharton ETA Club. We are sincerely grateful to Zachary Seely and Ryan Galea for being our guests for a discussion on industry-led search, the healthcare SaaS landscape, and their personal journeys as entrepreneurs and CEOs. A big thank you to the ETA Club at Wharton for the opportunity to be on campus! ETA at Wharton is clearly accelerating!

Thanks to the prospective search fund entrepreneurs and ETA club leaders who joined us in beautiful Seattle for our second Summer Search Workshop this year! The workshop focused on industry ideation and list-building, with a deeper dive into the investing and operating sides of search. Highlights from the day: Opening Dinner: We started with a sunset dinner at the Seattle Tennis Club, enjoying great food, views, and company.  Reflection on Entrepreneurship with John W. Stanton: Our event began with a fireside chat with Seattle native and Chairman of the Mariners, John W. Stanton, reflecting on his entrepreneurial experiences in the wireless space and as a CEO. Insights from the Investment Team: Trilogy partner Aaron Perrine, principal Dylan Rebois, and CTO Kevin Knoepp shared their perspectives on forming and leveraging search investors and finding attractive industry niches.  CEO Perspective: Kush Das, CEO of Ennoble Care, offered lessons from his own search and acquisition, and reflections on operating a healthcare services business. Industry Ideation and List-Building in Grata: Participants practiced strategies running a differentiated and systematic search, including developing niche industry theses and hands-on list-building using Grata. And once again, the Mariners did not disappoint with a great victory against the Mets! Thank you to all participants for joining us in Seattle!

We always really appreciate the chance to host prospective search fund entrepreneurs; this was a great group!

Trilogy hosts the first of summer search workshops!    Thanks to the prospective search fund entrepreneurs who joined us in beautiful Seattle for our Summer Search Workshop! The workshop focuses on industry ideation, with a deeper dive into the investing and operating sides of search. Here are some highlights:    🚀 Kick-Off with John W. Stanton: Our event began with a fireside chat with Seattle native and Chairman of the Mariners, John W. Stanton, reflecting on his own entrepreneurial experiences in the wireless space and as a CEO.  🎤 Insights from the Investment Team: Our panelists – Trilogy partners Mitch Cohen and Scott Alderman – shared what drives success in acquisitions and operating search businesses, while Trilogy's Entrepreneur-in-Residence Gelila Bekele and CTO Kevin Knoepp brought the latest on evaluating quality software deals.  👥 C-suite Perspectives: Scott Sorenson, CEO of CITTA Brokerage Co., offered lessons from his search, and Nevin Raj, Co-Founder and COO of Grata, shared reflections on entrepreneurship and how to stand out with sellers.   💡 Industry Ideation and Differentiated Search: Participants completed exercises on industry thesis development and the strategies behind running a differentiated search, including hands-on list building using Grata. 🎉And no workshop would be complete without a trip to T-Mobile Park for a Mariners victory, this time against the Twins!    Thank you to all participants for making the first of this year's summer workshop a success! 

A few weeks ago, we had the opportunity to host a small group of leaders in our portfolio here in the beautiful Pacific Northwest, both in Seattle and in Victoria, BC. We dressed up for high tea, traveled in style, and even stopped to smell the roses at Butchart Gardens. Our focus was on board engagement and effectiveness, one of our favorite topics! This was a fun group to bring together, and we always appreciate the chance to invest in our community of great operators while highlighting our beautiful PNW!

Trilogy MD Aaron Perrine had a great time at the NYU Stern School of Business kickoff event last night — great energy and enthusiasm for search at NYU! It's great to see our good friend and Trilogy-backed searcher Christopher Costello sharing his experience with Roland Hall Partners!

We are delighted to share that Aaron Perrine will moderate the "Software Acquisitions" panel at the Wharton ETA Summit this Friday. Aaron and the panelists will discuss searching, acquiring, operating, and exiting a software business, and we look forward to hearing their insights.    If you are attending the Wharton ETA Summit, be sure to check out this panel! Many thanks to the Wharton ETA Club for organizing this event!

We're big baseball fans at Trilogy and proud to be partners with Mikal Thomsen!

We are delighted to announce the addition of two talented leaders to our team - Roland Yang as Vice President and Jay Henniger as Chief Administrative Officer.   Roland comes to us via McKinsey & Company, Harvard Business School, and At-Bay, and will support search fund entrepreneurs and operating companies across our portfolio.   Jay is an experienced finance leader who most recently was CFO of the consumer banking segment at CIT, and also teaches at the University of Washington Computational Finance and Risk Management program. He will lead fund management, compliance, and other activities.   We’re fortunate to have Roland and Jay on the team, and we know they will help us in our mission to serve distinctive search fund entrepreneurs in acquiring and operating great businesses.   Check out our full team at https://lnkd.in/ggWiseNS

We had a great time at the Harvard Business School ETA conference; so appreciative of the ETA club’s work in planning a great event with a record 1,000 attendees! With such a busy day, we didn’t get a chance to talk with everyone we would have liked to, but we look forward to following up over the next week or two. Here is Aaron Perrine at the ‘Industry Thesis Think Tank’ panel; portfolio CEOs Caroline Matthews, Anthony Runco, Courtney Dunn, Sam Krieg, and Hill Hamrick also spoke on panels!