Trivest Announces July 2026 Promotions Across the Firm

MIAMI--(BUSINESS WIRE)--Trivest Partners (“Trivest” or the “Firm”) today announced the following promotions, recognizing individual achievement and reflecting the culture of performance and opportunity that defines Trivest.

Tarek Mohamed has been promoted to Principal within Trivest’s Mid-Market Fund investment team. Tarek joined Trivest in 2022 and has contributed across the investment process, including transaction execution and portfolio company management. Prior to joining Trivest, he was at Tygon Peak Capital and previously held investment roles at Macquarie Capital and Goldman Sachs. Tarek received his B.Sc. in Economics from the Wharton School of the University of Pennsylvania and his M.B.A. from Columbia Business School.

Yonatan Naymark has been promoted to Principal on the Trivest Recognition Fund investment team. Since joining Trivest in 2021, he has been involved in all aspects of the investment process, including sourcing, transaction execution, and portfolio company management. Prior to joining Trivest, Yonatan was an Associate at Roark Capital and held investment roles at CVC Credit Partners and Archview Investment Group. He began his career in the Mergers & Acquisitions Group at Jefferies and received his B.S. and M.S. in Finance from the University of Florida.

Jamie Lukaszewski, CPA, has been promoted to Senior Director of Finance within Trivest’s Portfolio Support Group. Jamie has supported financial operations and portfolio company initiatives across the Firm. Prior to joining Trivest, he served on the investment team of a middle-market private equity firm and previously led the finance team at The Onion before serving as CFO of venture-backed startup RocketJump. Jamie earned dual degrees in Finance and Accounting from Indiana University’s Kelley School of Business.

Lori Cunningham has been promoted to Vice President within Trivest’s Business Development team. Lori joined Trivest in 2019 and has played an important role in the Firm’s business development and investment sourcing efforts throughout the Midwest. Prior to joining Trivest, she held business development and origination leadership roles at Pfingsten Partners, Akoya Capital Partners, Richard Vander Kaay & Associates, and Colwyn Capital Partners. Lori received her B.S. from the University of Illinois Urbana-Champaign and her M.A. from the University of Chicago.

Jared Roberts has been promoted to Vice President within Trivest’s Business Development team. Jared joined Trivest in 2023 and supports the Firm’s business development and investment sourcing efforts across the western United States. Prior to joining Trivest, he focused on originating investment opportunities at CriticalPoint Partners and previously supported acquisition and development efforts at Caruso. Jared received his B.S. in Accounting and his MBA from Colorado State University.

Chris Norton has been promoted to Vice President within Trivest’s Investor Relations & Operations team. Chris joined Trivest in 2022 and has played a meaningful role in advancing the Firm’s investor relations and operational initiatives. Prior to joining Trivest, he worked in Transaction Advisory Services at Dixon Hughes Goodman and previously was a Senior Audit Associate at KPMG LLP. Chris received his B.S. in Accounting from Florida State University and his M.S. in Accounting from the University of North Florida.

Sophia Sanchez has been promoted to Associate within the Trivest Growth Investment Fund investment team. Sophia joined Trivest in 2025 and has contributed to the Firm’s investment process through transaction analysis and execution. Prior to joining Trivest, she was an Investment Banking Analyst at Lument Securities. Sophia received her B.S. in Finance and Legal Studies from Babson College.

These promotions reflect Trivest’s continued commitment to developing exceptional talent and recognize the contributions of team members who help drive the Firm’s continued success.

About Trivest

Trivest Partners, headquartered in Miami with a presence in Charlotte, Chicago, Los Angeles, New York, and Toronto, is a private investment firm with approximately $6 billion in assets under management that focuses exclusively on the support and growth of founder-led and family-owned businesses across North America, in both control and non-control transactions.

For more information, visit www.trivest.com.