TS
Investor Profile

Trilogy Search Partners

Investor tracked across 53 search fund and long-term hold deals in the JB46 directory.

53
Deals
32
Active
3
Countries
11
Industries
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At a glance

Total deals
53
Active
32
Investment years
2014 – 2026
Geographies
US, Canada, Dominican Republic

Top industries

  • Technology22
  • Healthcare10
  • Industrial5
  • Business Services5
  • Education3
  • Environmental Services2

Frequent co-investors

19 co-investors across 53 deals. See visualization below.

Syndication profile

How Trilogy Search Partners deploys capital — solo vs. alongside other investors.

Syndication rate
94%

50 of 53 deals co-invested

Co-invested 50Solo 3
Avg. syndicate size
3.5investors / deal

Including Trilogy Search Partners

Unique co-investors19
Largest syndicate7
Deals by syndicate size
  • Solo (1)3 (6%)
  • 2 investors11 (21%)
  • 3 investors12 (23%)
  • 4+ investors27 (51%)

Deals (53)

CompanyDescriptionIndustryCountryInvestedCo-investorsStatus
Abound Health Groupaboundhealth.com

Behavioral health provider and software platform serving individuals with intellectual and developmental disabilities.

HealthcareBehavioral Health
US2020Active
ACES Monitoringacesmonitoring.com

Carbon monoxide monitoring, gas detection and ventilation-control systems for enclosed parking garages.

IndustrialSafety
US2025Active
Advanced Aircrew Academyaircrewacademy.com

Online flight-crew training and certification modules for corporate aviation regulatory compliance.

EducationProfessional Training
US2024Active
Ascend Softwareascendsoftware.com

Accounts payable automation software integrating with ERP systems with grant tracking for nonprofits.

TechnologyFinance & Accounting Software
US2018Active
ASI Groupasi-group.com

Underwater inspection, commercial diving and marine construction/maintenance services for infrastructure.

IndustrialServices
Canada2025Active

Administrator of warranty solutions (parts/labor, road hazard, tire) for the automotive aftermarket.

IndustrialServices
US2017Active
BEX Realtybexrealty.com

Tech-enabled residential real estate brokerage with MLS search tools and agent matching in Florida.

Real EstateBrokerage
US2014Active
Botanical Designsbotanicaldesigns.com

Interior plantscaping and commercial landscape design and plant maintenance services.

Home ServicesLandscaping
US2018Exited
BP Logixbplogix.com

Low-code business process management (BPM) platform automating enterprise workflows.

TechnologyWorkflow & Operations Software
US2019Active
Bridge Insurebridge.insure

CRM and sales-enablement software for independent insurance agents, integrating with agency systems.

TechnologyMarketing & CRM
US2019Exited
BroadPeak Partnersbroadpeakpartners.com

No-code data integration and ETL software for energy and commodity trading firms.

TechnologyData & Analytics
US2023Active
BSU Electronicsbsuinc.com

PCB assembly contract manufacturer with engineering, testing and box-build services for critical industries.

IndustrialManufacturing
US———
Canyonlands Campscanyonlandscamps.com

Operator and consolidator of youth summer camps developing leadership and confidence.

EducationEarly Childhood
US2021Active
Castle Tire Recycling

Collection, processing and recycling of tire waste.

Environmental ServicesRecycling
US2017Exited
Cerbocer.bo

SaaS EHR, practice-management and patient-portal software for functional/integrative medicine.

TechnologyHealth Tech
US2022Active
CITTA Brokeragecittabrokerage.com

Customs brokerage specializing in duty-drawback recovery and HTSUS classification.

Logistics & TransportationFreight & Logistics
US2022Exited
Contact Centers Dominicana

Nearshore call center and BPO handling high-volume customer service in the Dominican Republic.

Business ServicesOutsourcing
Dominican Republic2017Exited
Crown Healthconcertocare.com

Mobile primary-care house calls for nursing homes and assisted-living facilities.

HealthcareClinical Services
US2020Exited

EHR and practice-management software for optometry and ophthalmology practices.

TechnologyHealth Tech
US2025Active
Dragonfly Pond Worksdragonflypondworks.com

Lake, pond and stormwater management and beautification services.

Environmental ServicesWater
US2019Exited
DriveSafedrivesafecolorado.com

Driver-education provider offering classroom, online and behind-the-wheel driving programs in Colorado.

EducationProfessional Training
US2021Active
Dynamic Growth Dental Support

Dental Support Organization acquiring and managing local dental practices in Pennsylvania.

HealthcareDental
US2018Exited
Efficient Hire

Cloud-based HR software for employee recruiting and onboarding across any device.

TechnologyHR Tech
US2017Exited
Emporos Systemsemporos.net

Point-of-sale and pharmacy software for hospital and independent pharmacies.

TechnologyHealth Tech
US2018Exited
EndoscopyMDendoscopymd.com

Endoscope repair and maintenance services for healthcare providers.

HealthcareProvider Services
US—Active
Ethos Risk Servicesethosrisk.com

Fraud investigation and risk-mitigation services for the insurance industry.

Business ServicesAdvisory & Consulting
US2015Exited
ExpensePointexpensepoint.com

End-to-end automated expense- and spend-management software.

TechnologyFinance & Accounting Software
Canada2024Active

SaaS EHR, eMAR and CRM software for assisted-living facilities and pharmacies.

TechnologyHealth Tech
US2020Exited
Facilities Surveyfsiservices.com

Compliance-oriented asset and maintenance-management (CMMS) software for hospitals.

TechnologyHealth Tech
US2020Active

Non-emergency and critical-care ambulance services using mobile intensive-care units.

HealthcareProvider Services
US2017Active
Field Edgefieldedge.com

Field service management software for the home-services and mechanical-contracting industries.

TechnologyWorkflow & Operations Software
US2014Exited
Fleetflofleetflo.com

Fleet-management technology and expert-led transportation compliance services.

Business ServicesCompliance
US2025Active
Fraxionfraxion.biz

Cloud-based procurement and spend-management software for middle-market companies.

TechnologyFinance & Accounting Software
US2017Exited
Greenback Expat Tax Servicesgreenbacktaxservices.com

US tax filing and advisory services for American expats and foreign property owners.

Financial ServicesAdvisory & Compliance
US2023Active
Growth99growth99.com

Practice-management and digital-marketing software for aesthetic and medical practices (MedSpas).

TechnologyHealth Tech
US2024Active
Icongoicon.com

Cloud communication and engagement automation software for senior care.

TechnologyHealth Tech
US2021Active
IntellaTriageintellatriage.com

Outsourced after-hours nurse triage for hospice and home-health organizations.

HealthcareProvider Services
US2019Active

Unified-communications management software to measure, analyze and optimize telecom usage and spend.

TechnologyCommunications & Collaboration
US2016Active
ITPipesitpipes.com

Pipeline-inspection and asset-management software for sewer and stormwater infrastructure.

TechnologyUtility & Infrastructure Software
US2023Active

In-home and clinic-based ABA and autism treatment.

HealthcareBehavioral Health
US——Active
Léargas Securitycriticalpathsecurity.com

Cybersecurity MDR, vulnerability assessment, penetration testing and XDR platform.

TechnologyCybersecurity
US—Active
Market Equipmentmarketequip.com

Commercial refrigeration support, service and equipment sales in the Pacific Northwest.

IndustrialHVAC
US2017Exited
Meridian Titlemeridiantitle.com

Title insurance and escrow services for lenders and real-estate professionals in Indiana.

Financial ServicesInsurance & Benefits
US2021Active
Message Digitalmessagedigital.com

Email, texting and CRM communication software for political campaigns and nonprofits.

TechnologyMarketing & CRM
US2026Active

Bioanalytical testing lab specializing in mass spectrometry and stable-isotope breath tests.

HealthcareProvider Services
US2024Active
Meternetmeternetusa.com

Sub-metering and water submetering installation, maintenance and billing for HOAs and communities.

Business ServicesFacilities
US2022Active
Morningside Translationsmorningtrans.com

ISO-certified patent, life-sciences and legal translation and localization into 150+ languages.

Business ServicesOutsourcing
US2017Exited
Omatic Softwareomaticsoftware.com

Data-integration software unifying disconnected data for nonprofits and Blackbaud users.

TechnologyNonprofit Tech
US2016Exited

IVF and reproductive-endocrinology clinics offering fertility and family-planning services in LA.

HealthcareClinical Services
US2019Exited
Pando Home Carepandohomecare.com

Digital platform providing operating tools and administrative support to independent home-care agencies.

TechnologyHealth Tech
US———
Performioperformio.co

Incentive-compensation management and sales-comp automation software for enterprise sales teams.

TechnologyHR Tech
US2019Active
PrecisionMedprecisionmed.com

Biobank and supplier of annotated human biological material for biomedical research.

HealthcareBiotech
US2021Exited
Premier World Discoverypremierworlddiscovery.com

Domestic and international guided tour operator.

ConsumerServices
US2024Active