A. Founded in 1981, Trivest Partners
1 is the oldest private equity firm in the Southeastern
United States. Trivest Investment Advisors, LLC (the “Filing Adviser”) and its affiliates
provide investment advisory services to various private partnerships and other private
investment vehicles (each, a “Fund” or a “Client”).
2 Interests in the Funds are offered
only to qualified investors via a private offering. An affiliate of Trivest generally serves
as the general partner (or similar managing body) of each Fund. The Firm is run by its
Managing Partners, Jon E. Elias, David Gershman, Jorge A. Gross, Jr., Troy D.
Templeton, Forest T. Wester and A. Russ Wilson and Partners, Brian Connell, Todd
Jerles, Amir Mirheydar and Steve Reynolds.
B. Trivest and its affiliates serve as the investment management advisers with discretionary
trading authority to private pooled investment vehicles that are offered to investors on a
private placement basis (each, a “Fund” and collectively, the “Funds”).
The Funds include:
• Trivest Recognition Fund, L.P., Trivest Recognition Fund-A, L.P. and Trivest
Recognition Fund-B, L.P., each a Delaware limited partnership (collectively,
“Recognition I”)
• Trivest Fund V, L.P., a Delaware limited partnership (“Fund V”)
• Trivest Growth Investment Fund, L.P., a Delaware limited partnership (“TGIF”)
• Trivest Fund VI, L.P., a Delaware limited partnership (“Fund VI”)
• Trivest Fund VII, L.P., Trivest Fund VII-A, L.P. and Trivest Fund VII-B, L.P., each
a Delaware limited partnership (collectively, “Fund VII”)
• Trivest Growth Investment Fund II, L.P., a Delaware limited partnership
(“TGIF II”)
• Trivest Discovery Fund, L.P., a Delaware limited partnership (“TDF”)
• Trivest Discovery Fund II, L.P., Trivest Discovery Fund II-A, L.P. and Trivest
Discovery Fund II-B, L.P., each a Delaware limited partnership (collectively, “TDF
II”)
The investment management advisers to the Funds include:
• Trivest Partners V, L.P., a Delaware limited partnership (“Trivest V”), under
common control that acts as the adviser to Fund V.
1 “Trivest Partners”, “Trivest” and/or the “Firm” does not refer to any one entity but is the name by which Trivest
Investment Advisors, LLC and its affiliates are known.
2 “Fund” or “Client” means any fund for which Trivest provides investment advice under an investment management
agreement set forth in such investment vehicle’s governing documents on a discretionary basis. The investors and
other persons who invest in the Trivest-sponsored investment vehicles are generally referred to herein as “investors.”
Unless otherwise expressly stated herein, the terms “Fund” and “Client” do not include “investors.”
• Trivest Growth Partners, L.P., a Delaware limited partnership (“Trivest Growth
Partners”), under common control acts as the adviser to TGIF.