investment c
  • Direct Portfolio – Project Walter

    • Seller type

      U.S. Financial Institution
    • Portfolio

      30 Direct Assets + 2 Buyout LP Interests

    Trinity Gate Investments was contacted by the Seller regarding the opportunity to purchase interests in a selection of direct assets. The Seller contacted Trinity Gate Investments on a proprietary basis due to 2 previous transactions successfully closed together. Based on strong knowledge of the assets, more than 90% of which were held in existing Trinity Gate Investments funds and monitored on a quarterly basis, Trinity Gate Investments was able to construct a portfolio for purchase with an optimal mix of upside and liquidity.