Trinity Transaction Advisory
Trinity Transaction Advisory, LLC identifies itself as a Dallas-based advisory firm serving privately held companies. Its stated services cover sell-side M&A advisory, buyer representation, valuation, pre-sale planning, buyer screening, negotiation, transaction structuring, and transition support.
What stands out about Trinity Transaction Advisory
Trinity publicly describes a team-based M&A advisory model for privately held companies, with services spanning preparation, valuation, buyer matching, diligence support, negotiation, and structuring. Owners should clarify the applicable revenue threshold, engagement economics, transaction history, and firm-level regulatory status.[1][2][3][4][5][6][7][9]
What does Trinity Transaction Advisory do?
Trinity Transaction Advisory identifies itself as Trinity Transaction Advisory, LLC and provides a Dallas, Texas office address. The firm states that it has assisted owners and shareholders of privately held companies with customized exit solutions since 2002.
Its public positioning is a team-based advisory model rather than a traditional single-broker model. The firm describes that model as built around a stated 7-stage M&A system.[1][2][3]
For sellers, Trinity publicly offers sell-side M&A advisory, market-feasibility analysis, preparation for market, valuation assistance, tax planning, buyer matching, negotiation, transaction structuring, and transition support.
For buyers, the firm publicly offers buyer matching, purchase-offer or letter-of-intent preparation, due-diligence assistance, and contract negotiation and structuring.[3][4]
Owners comparing advisory firms can also review Auxo’s M&A advisor vs. business broker vs. investment bank comparison, advisor-selection guide, and sell-side advisor evaluation framework.
Published criteria: Trinity's homepage and about page state that it assists privately held companies with annual revenues over $2,000,000, while its pre-sale-planning page states annual revenues over $5,000,000. The two cited official pages therefore publish different revenue thresholds, which should be confirmed directly with the firm.[2][5][6]
What should a business owner evaluate before hiring Trinity Transaction Advisory?
An owner evaluating Trinity should clarify which revenue threshold currently applies, because the cited homepage and pre-sale-planning page state different thresholds. The owner should also request the proposed fee structure, including any minimums, success-fee mechanics, expenses, exclusivity period, and termination rights, because those terms are not published on the cited seller-services page.
Trinity’s public materials emphasize preparation, valuation, tax analysis, confidentiality, buyer screening, negotiation, and structuring. An owner should ask which named testimonial subjects represent completed transactions and whether the firm can provide dates, transaction structures, counterparties, or references for relevant engagements. The contracting entity and any firm-level regulatory or licensing requirements should also be confirmed.[3][7][9]
Why do the cited official pages state both $2,000,000 and $5,000,000 revenue thresholds
What are the fees, success-fee mechanics, minimums, expenses, exclusivity period, tail period, and termination rights
What size transactions and clients does Trinity Transaction Advisory focus on?
The official about page states that the team’s experience includes manufacturing, wholesale, distribution, construction, high-tech, retail, professional practices, financial services, and hospital-based and standalone medical practices and specialties.[2]
The official testimonials page identifies Alexander Electric, Letterpress Graphics, Print Central, Specialized Pharmacy, Specialty Contractors, MGM Glass, ADP3, and Zapatos as named Trinity client or testimonial subjects.
The testimonials page does not publish transaction dates, counterparties, transaction values, or consideration terms for those subjects. The named references therefore should not be treated as a complete record of completed transactions without further confirmation.[7]
Trinity’s stated transaction work covers owner exit planning and preparation, valuation, tax analysis, buyer screening and matching, confidential offering materials, negotiation, transaction structuring, and transition support. Its buyer offering includes offer or letter-of-intent preparation, diligence assistance, and contract negotiation and structuring.[3][4][6]
What does Trinity Transaction Advisory publicly disclose about fees, process and engagement terms?
The cited pre-sale-planning page states a revenue threshold of over $5,000,000, while the cited homepage states over $2,000,000. These two official pages therefore publish different revenue thresholds.
The cited testimonials page names client or testimonial subjects but does not publish transaction dates, counterparties, transaction values, or consideration terms. The cited contact page does not state a firm-level regulatory registration identifier, and the cited about page does not establish the firm’s firm-level broker-dealer or investment-adviser registration status.
The cited seller-services page does not publish a universal fee schedule, minimum fee, success-fee percentage, exclusivity period, or termination schedule. The cited market-preparation page also does not disclose named recent transactions, transaction values, or counterparties.[1][2][3][6][7][9]
The contracting entity identified on the official contact page is Trinity Transaction Advisory, LLC. The official about page states that Brian Wendler holds General Securities, Financial & Operations, and Municipal Securities Principal licenses and a Texas real estate broker license.
The cited contact page does not state a firm-level broker-dealer, investment-adviser, or other regulatory registration identifier. The cited about page lists individual credentials for Brian Wendler but does not establish Trinity Transaction Advisory, LLC’s firm-level broker-dealer or investment-adviser registration status.[1][2]
Trinity states that its pre-sale planning assistance can include exit planning, pre-market tax analysis, valuation assistance, preparation, marketing, deal structuring, and negotiation. It also states that buyer candidates are screened to preserve confidentiality and avoid spending sellers’ time on buyers who are not qualified to close.
The seller-services page describes a free initial consultation but does not publish a universal fee schedule, minimum fee, success-fee percentage, exclusivity period, or termination schedule.[3][6][8]
Questions to ask before hiring Trinity Transaction Advisory
Which revenue, EBITDA, enterprise-value, geography, and industry criteria are currently used to accept engagements?
Why do the cited official pages state both $2,000,000 and $5,000,000 revenue thresholds?
What are the fees, success-fee mechanics, minimums, expenses, exclusivity period, tail period, and termination rights?
Which named testimonials represent completed transactions, and can Trinity provide dates, transaction structures, counterparties, or references for recent deals?
Which legal entity contracts with clients, and what firm-level regulatory or licensing requirements apply to the proposed engagement?
Sources & research notes
- Official website / firm overview
- Official website / firm overview
- Services / capabilities
- Services / capabilities
- Transaction size / criteria
- Transaction size / criteria
- Transaction / portfolio evidence
- Public Process
- Public disclosure information
How this profile was researched
Auxo profiles are prepared from publicly available primary and authoritative sources and reviewed for entity identity, factual support and disclosure consistency. When a fact cannot be supported by the reviewed public record, the profile identifies it as something to confirm directly rather than inferring it.
Independent research profile
This profile was prepared by Auxo Capital Advisors from publicly available information believed to be reliable and is provided solely for informational and educational purposes. It is not an endorsement, recommendation, ranking, solicitation, or representation regarding the profiled firm, its services, qualifications, transaction experience, regulatory status, financial condition, or suitability for any particular person, company, transaction, or investment.
Information obtained from third-party and public sources may be incomplete, inaccurate, outdated, or subject to change, and Auxo Capital Advisors makes no representation or warranty, express or implied, as to its accuracy, completeness, or timeliness. Readers should conduct their own independent diligence and consult appropriate professional advisers before engaging any advisor, intermediary, investor, lender, acquirer, or other transaction counterparty.
Broker-dealer and securities disclosure
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