Trinity Private Equity Group
Trinity Private Equity Group (‘TPEG’) is an “alternate asset” investment management firm that seeks to create Alpha, which is defined as the excess return above market returns on a risk adjusted basis, TPEG works on behalf of its investors through a disciplined process that includes extreme due diligence and the direct purchase of assets at prices that create a large margin of safety to protect principal. These direct asset purchases generally fall into two categories: control or structured debt and/or equity investments in operating companies and opportunistic real estate transactions that meet our risk/return hurdles. In opportunistic real estate investments, Trinity works with a strong group of operating partners who have significant expertise in their respective product types such as multi-family, retail, senior and assisted living, and hospitality. These operating partners meet a strict set of background criteria and work with Trinity as a financial partner to jointly create investor value in the respective projects.
Real Estate Specialization
| Multifamily |
| Retail |
| Hotels |
| Senior Housing |
Investment Type
| Pref/Mezz equity |
| JV partnership |
| Acquisition/Fee Simple |
| Operating company/entity |
| Debt |
Investment Style
| Opportunistic |
Typical Deal Size
| $1,000,000 - $5,000,000 |
Daniel Meader
- 817-310-2901
- dan@trinitypeg.com
Dan is the founding partner of Trinity Private Equity Group, which was started in 1999. Dan leads the investment committee for Trinity and is also the lead partner on several Trinity investments. Prior to founding Trinity, Dan served as an executive vice president for Tara Capital Partners, LP, a hedge fund focused on investing and trading in public securities. He also spent nine years participating in private equity investments at Sowell & Co. in Dallas, Texas. Dan began his career as a corporate banker at InterFirst Bank of Dallas (now Bank of America); and then worked for ABQ Capital Markets, managing a portfolio of high-yield bonds. He is a CFA charterholder and was elected to the CFA Institute Board of Governors in 2006, serving two consecutive terms over seven years. While on the board, Dan was also elected to serve as the chairman of the CFA Institute. In addition, Dan chaired several board committees, including the nominations committee, compensation committee, external relations and volunteer involvement committee, and the Presidents Council at CFA Institute. Dan currently sits on the board of several Trinity portfolio company boards, and serves as chairman for two Trinity control investments. A graduate of Southern Methodist University, cum laude, Dan received his CFA charter in 1991 and is also a certified public accountant (CPA). He resides in Southlake with his wife of over 20 years, and has two children, Hannah & Zach.
Sanjay Chandra
- 817-310-2903
- sanjay@trinitypeg.com
Sanjay serves as a principal and managing partner at Trinity and its affiliated companies in a variety of roles and responsibilities on a full time and active basis. Sanjay brings to Trinity over 25 years of experience as a successful entrepreneur and an active private investor. In addition to his day to day role at Trinity, Sanjay serves as a board member for American Leather, which he co-founded in 1990, and where he was formerly president and CEO. He also serves as chairman of Freedom Powersports LLC, board member at Utopia Global Inc., Brightergy LLC, Yorktown Technologies LLC, and Bentwood Kitchens Inc. Further, Sanjay serves as an Engineering Advisory Board member for the Cockrell School of Engineering at the University of Texas at Austin. Before co-founding American Leather in 1990, Sanjay was employed with Accenture (formerly Andersen Consulting, a division of Arthur Andersen & Co.), where he specialized in computer integrated manufacturing systems, business systems development and Just-In-Time manufacturing methods. Sanjay also worked with the George Group as director of systems design, where he specialized in cycle-time reduction and other business and manufacturing productivity improvements. George Group was acquired by Accenture in 2007. Graduating with highest honors in 1987 from the University of Texas at Austin, Sanjay received a bachelor’s of science in electrical and computer engineering. He is also a CFA charterholder with the CFA Institute. Sanjay resides in Westlake, TX with his wife of over 20 years, Manisha, and his three children, two of whom are currently attending college in Texas and Alabama.
William Burke
- 817-310-2902
- bill@trinitypeg.com
Bill, a partner at Trinity since 2000, brings a successful track record as an entrepreneur, with particular depth in using technology and business strategy to create value. Bill was a founder and CEO of Diamond Head Software, a leading supplier of imaging software products, from 1993 to February 2000, when the Dallas company was purchased by Hummingbird Ltd., a NASDAQ listed firm. Prior to that, Bill was president of Condotech, Inc. of Honolulu. During his 10 years there, that company expanded nearly ten-fold and was one of the largest condominium estate management firms in the country when it was purchased by Japanese partners in 1992. Bill also served as a strategic consultant for three years at the Strategic Planning Institute in Cambridge, MA, a strategic consultant. SPI specialized in strategy-based resource allocation among portfolio holdings for large, diversified corporations, building a database for conducting research on the profit impact of strategic position. Clients included General Electric, Westinghouse, John Deere, and other global business leaders. Bill earned a BA, cum laude, from Harvard College in 1973, and an MBA from Harvard University's Graduate School of Business in 1978, with first year honors. He resides in Dallas with his wife of over 30 years, Laura. They have two daughters and one son, spread between New York, Atlanta, and Beijing.