
As an Associate at TRIA, Sam is focused on investment sourcing, evaluation, deal execution and ongoing support for TRIA’s partner firms.
Before joining TRIA, Sam was a member of the investment team at Trive Capital, where he identified and evaluated investment opportunities, and performed transaction due diligence. He also worked with management teams to implement operational and growth strategies. Prior to that, he worked as an Analyst in the Financial Institutions Group at Jefferies, where he was involved in a variety of transactions including mergers and acquisitions, debt financings and equity offerings.
BS in Accountancy, BS in Economics, Summa Cum Laude, University of Missouri
Master of Accountancy, University of Missouri
KC and Mizzou sports fan, avid golfer