Acquisition · Activity not yet classified

Trinity Consultants

Transaction overview

Announced

Announced:

Exact closing date not established.

A Veritas Capital affiliate agreed to acquire Trinity Consultants from Oak Hill Capital, which planned to reinvest and retain a minority stake. Management and employees were also expected to retain ownership. Closing remained conditional and was expected by the fourth quarter of 2026.

Selected source-supported transactions; coverage is incomplete. Announcements do not establish completion or that a deal is still pending. Sponsor activity and operating-business transactions are distinct from adviser acquisitions. Unclassified activity is excluded from adviser-only counts.

Source evidence

  1. Veritas Capital to Acquire Trinity Consultants | Veritas Capital ↗

    Official firm website · Published Aug 5, 2026

    A Veritas Capital affiliate agreed to acquire Trinity Consultants from Oak Hill Capital, which planned to reinvest and retain a minority stake. Management and employees were also expected to retain ownership. Closing remained conditional and was expected by the fourth quarter of 2026.

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Trinity Consultants · RIA Monitor