Trinity Hunt Promotes From Within

Trinity Hunt Promotes From Within

Trinity Hunt Partners has promoted Cheryl Small to Chief Financial Officer and John Oakes to Senior Associate.

Dallas-based Trinity Hunt invests in founder and family-owned companies that have EBITDAs between $5 million and $25 million and enterprise values between $25 million and $150 million. Sectors of interest include B2B business services, niche manufacturing, industrial services, non-cyclical consumer and healthcare services (

After graduating with a BBA from Baylor University, Ms. Small received her certification in public accounting, which she has used in her management of Trinity Hunt’s financial and administrative duties for nearly two decades. Her responsibilities include management of finance, accounting, human resources, regulatory compliance, investor relations and information technology. Prior to Trinity Hunt, Ms. Small served as Director of Internal Control & Compliance at IESI Corporation.

“Cheryl’s dedication to the firm and its success have made her an invaluable member of our Trinity Hunt family,” said Peter Stein, Managing Partner of Trinity Hunt. “With her skills in financial reporting and fund accounting, as well as her expertise in tax, budgeting and planning, Cheryl will enable our firm to continue to be successful as we move into our fifth fund.”

John Oakes is responsible for Trinity Hunt’s portfolio company growth initiatives, deal sourcing and deal execution.  Since joining the firm in 2015, he has been active with the firm’s investments in IMS ExpertServices, Lone Star Fasteners, Miller Environmental Services, and Family Help & Wellness. Before joining Trinity Hunt, Mr. Oakes worked in the Investment Banking Division of Credit Suisse, where he was a member of the Global Energy Group focused on mergers and acquisitions, as well as corporate finance in the oil and gas industry. He has his BBA from Southern Methodist University.

“John’s corporate finance background, strong work ethic and commitment to our team have made him a valuable asset at Trinity Hunt,” said Dan Dross, Managing Partner of Trinity Hunt. “This recognition of his accomplishments is well deserved, and we are looking forward to his continued growth as a key member of our investment team.”

Trinity Hunt’s fourth fund, Trinity Hunt Partners IV LP, closed in December 2013 with $211 million in capital commitments. The firm is actively raising its fifth fund with a target of $300 million.

© 2018 Private Equity Professional | August 10, 2018

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