Applied Value Group, known for its expertise in cost and capital efficiency for Fortune 500 and private equity clients, has announced a growth investment from Trivest Partners, a private equity firm managing around $6 billion in assets and dedicated to founder-owned businesses. This strategic partnership is poised to propel Applied Value into its next stage of growth, strengthening its presence in North America and the Nordics, and enhancing its reputation for delivering measurable, bottom-line results for clients.
Founded in 1997, Applied Value has established a strong track record in enhancing gross margins, reducing fixed costs, and improving working capital efficiency. Trivest’s investment provides the resources to scale Applied Value’s consulting capabilities, pursue targeted add-on acquisitions, and attract top talent, while maintaining the owner-operator culture that has defined its success. The partnership will also help Applied Value broaden its offering for both corporate and private equity clients, allowing the firm to deliver even greater value through its specialized, actionable solutions.
To ensure the continued focus and growth of its consultancy arm, Applied Value Group’s family office investments and social impact initiatives will be reorganized under Applied Invest LLC. The consulting business will continue under Applied Value Group, with the experienced leadership team, including CEO Ryan Huff and founder and Executive Chairman Bruce Grant, remaining at the helm to guide the company through this period of accelerated growth and innovation.
By joining forces with Trivest, Applied Value aims to build on its impressive legacy of excellence and expand its reach, capabilities, and talent pool. This partnership positions the firm to drive transformative results for its clients and pursue new opportunities, solidifying Applied Value’s status as a leader in pragmatic, results-focused management consulting.
Advisors: Clearsight Advisors served as financial advisor and Chamberlain, Hrdlicka, White, Williams & Aughtry, P.C. as legal advisor to Applied Value. Jefferies served as financial advisor and Benesch, Friedlander, Coplan & Aronoff LLP as legal advisor to Trivest.
KEY QUOTES:
“After running both the Nordics and North America businesses at one of the world’s largest management consulting firms, I wanted to create something different. A firm that prioritized the execution of impactful solutions to create both immediate and lasting bottom-line results – thus creating Applied Value. Central to this is our owner-operator mindset that allows us to be pragmatic and entrepreneurial with our clients. I am excited to usher in the next chapter of Applied Value’s evolution through our partnership with Trivest. I believe with their support and capital, we can drive accelerated long-term growth while preserving the unique characteristics that have been foundational to our success so far.”
Bruce Grant, Founder & Executive Chairman at Applied Value Group
“From our very first meeting, it was clear that the Trivest team shares a common entrepreneurial spirit and drive. Their focused approach working with founder-led businesses makes them a great fit for Applied Value. I look forward to working with Mario and the rest of the Trivest team to continue to scale our business as well as pursue additional opportunities across the highly attractive private equity channel. We are confident that they are the right partner for us in this next stage of our evolution, and are excited to open up new opportunities for our valued current and future clients and exceptionally talented team.”
Ryan Huff, Chief Executive Officer at Applied Value Group
“The professional services space is an increasingly compelling area for us at Trivest as the top business models align with our focus on partnership. Applied Value fits that mold and exhibits all the hallmarks we like to see when investing in a founder-owned business. We have been deeply impressed by Applied Value’s culture of excellence that Bruce, Ryan, and the team have built. We believe Applied Value’s origins as owner-operators, specialized expertise, and unique focus on providing actionable solutions for their clients provides a long runway to help fuel the next phase of its growth, including growing their highly-capable performance improvement solution set.”
Mario Masrieh, Managing Director at Trivest Partners
