Fundraising for direct investments

After identifying a service vacuum in single-asset investment, Triago built out a dedicated team in 2019 focused on private equity fundraising for direct investments.

Since 2019, we have advised both independent and funded private equity sponsors, as well as family offices and management teams, on 30+ single-asset and co-investment raises. Using the exceptional directs investor network we’ve built, we’re able to raise every form of capital for our clients, from senior debt all the way through common equity.

We have historically achieved a 90%+ success rate thanks to an 80% preparation / 20% action approach and white glove service, which both our clients and investors appreciate and expect.

Our focus is primarily on proprietary transactions in the lower middle market with more than $10M of EBITDA, but we have a flexible mandate to work on compelling single-asset opportunities across private equity.

$ 0 M
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$ 0 B+
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Fundraisings To Date
1
Raises a Year
60- 1 +
Days

Representative Cases

Project Azalea
Acacia
$120M
2023
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Project Lucas
IVEST
$125M
2022
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Project Bolt
IMB Partners
$110M
2022
Logo of IMB Partners
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Project Diamond
BroadPeak Global
$520M
2021
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Project Icebox
RONIN
$210M
2021
Logo of Ronin Equity Partners
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Project Star
GeorgiaOak Partners
$64M
2021
Logo of Georgia Oak Partners
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