Ryley, Trivest is scaling — who's running your portfolio ops?
Lower middle market firms specializing in founder-led transitions are seeing a surge in operational complexity as they scale beyond initial ownership. The shift from family-run processes to institutional-grade reporting requires a specific breed of leader who can manage inorganic growth without losing the original culture.
Finding Portfolio Ops / Value Creation professionals who have successfully executed these transitions is becoming a primary bottleneck, especially as compensation structures for these roles shift to reflect their direct impact on IRR. We are seeing a high demand for leaders who can bridge the gap between financial reporting and cross-functional operational collaboration in PE-backed environments.
If you are thinking about how to staff your value creation team or want to discuss the current compensation trends we're seeing in the lower middle market, I'm happy to chat.
