STOC Advisory
Trivest Partners
Built for Trivest's Operating Model
Trivest's model - LOI price integrity, ~50 annual transactions, four concurrent fund strategies - demands execution partners who operate at pace without quality degradation. Our standardized frameworks and cross-deal pattern recognition enable faster diligence cycles, cleaner IC packages, and seamless support across parallel deal flow. No slowdowns. No iteration loops. No handoffs.
Recent Engagements
Big Truck Rental
Pelican Water Systems
Front Row Group
National Carwash Solutions

Data-Driven Transaction Execution at Scale

STOC Advisory combines deep transaction experience with analytics-driven execution to deliver faster, cleaner diligence at scale. In 2025 alone, we completed 200+ transactions supporting sponsors executing multiple concurrent deals across add-on-driven platforms.

200+
Transactions
Completed in 2025
Big 4
Caliber Independence
& Credibility
Parallel
Deal Execution
Across Platforms
Zero
Handoffs from
Diligence to Integration
01
Transaction Advisory (TAS)
Standardized analytics, faster conviction
Standardized analytical frameworks, automated normalization, and cross-transaction benchmarks built from 200+ transactions completed in 2025 alone. Our diligence process surfaces economic drivers early and distinguishes deal-specific risk from category noise - resolving normalization, revenue sustainability, and working capital issues before they become re-trade drivers. Proprietary data models and comparative analytics enable faster, higher-confidence investment decisions with clean IC- and lender-ready outputs.
02
Corporate Development (CDS)
Scaled infrastructure for add-on execution
STOC functions as a scaled corporate development extension, leveraging structured data, market mapping, and repeatable screening frameworks to prioritize add-on opportunities and create early underwriting conviction - without overloading internal teams. Our analytical approach enables pattern recognition across deal types, accelerates target identification, and delivers investment-grade screening that supports disciplined capital deployment across multiple concurrent platforms.
03
Growth Enablement (GES)
Zero handoffs, preserved institutional knowledge
Because STOC leads diligence, post-close support carries forward the same financial models, assumptions, and performance metrics - preserving institutional knowledge from signing through integration and accelerating execution. Our integration planning is informed directly by diligence findings, eliminating knowledge loss and supporting faster value capture. The same team, same models, same analytical rigor - applied continuously from transaction close through operational stabilization.
Trivest Engagements
Big Truck Rental
Pelican Water Systems
[Your PortCo]
[Your PortCo]
[Your PortCo]
200+ completed transactions in 2025 alone supporting multi-platform, add-on-driven investment strategies across industrial services, distribution, consumer, healthcare services, and business services