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Tripletree, Llc


Tripletree, Llc is a member of NASD, the National Association of Securities Dealers. NASD is a self-regulatory organization of the securities industry responsible for the operation and regulation of the NASDQ stock market and over the counter markets. It also administrates exams for the investments professionals, such as the series of 7 exams.

The firm is an investment bank focused on working with growth companies in the areas of technology, healthcare and business services. As a firm, they pride their selves on doing things differently, or you might say a bit better. The firm’s merger and acquisition services combine focused industry knowledge with transaction expertise. Leveraging the experience of over 100 strategic acquisitions as both business operators and advisors, their professionals bring a customized engagement approach to assist companies in seeking both enhanced growth and shareholder liquidity.

Their buy side representation assists companies and investors in formulating an acquisition strategy that enhances value and positions the business for future success. Their approach assists senior management in addressing a specific acquisition opportunity identified or in taking a comprehensive approach to identifying targeted companies. This process leverages their knowledge of the technology, business services and healthcare industries and the specific private as well as public companies that are creating value in the respective sector.

Their strategic advisory services assist private and public companies in assessing opportunities for value enhancement and maximization. Whether in pursuit of short-term opportunities or longer term value creation, the firm works with technology, business services and healthcare companies to articulate a development road map that marries market demands with shareholder objectives. Their advisory services extend the value proposition of their transaction approach, combining deep industry knowledge with seasoned operational backgrounds.

The Company has a strong tradition of leadership, service and contributions. The company’s mission is bringing comfort to customers, supporting business and commerce, and building strong communities.

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