Lee Livingston
LinkedIn Copy
Hey Lee — saw Trident launched recently. Similar PE path — been deep in B2B services origination lately. Would be good to connect.
Hey Lee, similar background, weirdly — I'm from Zimbabwe, did growth equity in London, not launching a search fund like Trident. most funds I talk to have a database — PitchBook or Grata — maybe a CRM, and then the origination setup is mostly Excel and email from there. but proprietary deal flow still feels thin. thesis, network, and intelligence never sync into one system — so origination resets every cycle instead of compounding. does origination look different at Trident? — Russ
Hey Lee, similar background, weirdly — I'm from Zimbabwe, did growth equity in London, not launching a search fund like Trident. most funds I talk to have a database — PitchBook or Grata — maybe a CRM, and then the origination setup is mostly Excel and email from there. but proprietary deal flow still feels thin. thesis, network, and intelligence never sync into one system — so origination resets every cycle instead of compounding. does origination look different at Trident? — Russ
hey Lee — one more thought on origination. after hitting this wall myself doing growth equity, I ended up building origination infrastructure for funds full-time — Mentmore Capital, Axiom Equity, Noble Rock, a few others. at my old fund we had a solid stack and smart people, and origination still restarted from scratch every cycle. the funds who systematise it early end up compounding deal flow — the ones who don't keep resetting. curious if Trident has cracked that or if it's the same pattern. — Russ
hey Lee — no stress on any of this. we documented the origination infrastructure we've built across funds — tech stack, workflows, prompts. free to share if it'd be useful at Trident. either way, I'm around if origination ever becomes a conversation worth having. — Russ
Email Copy
Hi Lee, looks like we share a similar PE path — though I'm from Zimbabwe and ended up doing growth equity in London, not launching a search fund like Trident. most B2B services funds I talk to are running on PitchBook or Grata, maybe Affinity, and then basically Excel and email for everything else on the origination side. yet the off-market pipeline stays weirdly thin. the intelligence is all there but it's scattered across tools and inboxes — so nothing compounds into a real origination edge. does origination look different at Trident? Russell searchloop.ai linkedin.com/in/russellt23
hi Lee — been thinking more about origination. after hitting this wall myself doing growth equity, I ended up building origination infrastructure for funds full-time — Mentmore Capital, Axiom Equity, Noble Rock, a few others. the pattern I keep seeing is that the funds who systematise it early end up compounding deal flow in a way that's really hard to replicate later. happy to compare notes on what's actually moving the needle if you're interested. Russell searchloop.ai linkedin.com/in/russellt23
hi Lee — something about this keeps rattling around. when I was doing growth equity we had every subscription going — PitchBook, CRM, enrichment tools, the lot — and I still spent half my time manually pulling origination together across all of it. always wondered if that was just us being disorganised or if it's genuinely universal. imagine Trident has a way more dialled setup — but figured I'd ask. Russell searchloop.ai linkedin.com/in/russellt23
hi Lee — completely separate from all that. we've got a PE origination playbook — covers the tech stack, workflow design, prompts, all of it. happy to send it across if it's relevant at Trident. Russell searchloop.ai linkedin.com/in/russellt23
hi Lee — I'll leave it here. the origination playbook is yours whenever — no expiry on that. I'm deep in this space all day, so if it ever becomes a conversation worth having, I'm around. Russell searchloop.ai linkedin.com/in/russellt23
Prospect Research
## PROSPECT INFORMATION: Name: Lee Livingston Title: Managing Partner Fund: Trident Equity Group Background: Please provide the INPUT DATA (Profile Data and Posts Data) so I can proceed with the analysis. Fund details: - Description: At Trident Equity Group, we’re on a mission to acquire, steward, and grow a single exceptional business—building on the foundation its founder has created while honoring the legacy that makes it special. Led by two seasoned operators and entrepreneurs, we bring a track record of scaling B2B services, executing operational turnarounds, and driving growth in complex markets. Backed by a network of experienced investors and advisors, we focus on essential, recession-resilient service companies. We’re not private equity. We take a hands-on, long-term approach, stepping into the owner’s seat with the intent to preserve culture, protect people, and invest deeply in the next phase of growth. Whether that’s expanding into new markets, introducing new capabilities, or adding complementary businesses over time, our goal is to position your company for decades of success—not just the next transaction. If you’re a founder thinking about what’s next, or know someone who is, we’d be happy to start a conversation. We also offer competitive referral fees for introductions that lead to a successful acquisition. - Website: https://www.tridentequitygrp.com - Location: Chicago, Illinois, United States - Lead qualification: Research: - Query: =Trident Equity Group Lee Livingston recent investments fund thesis - Answer: Lee Livingston is a partner at Trident Equity Group, focusing on acquiring and growing small to mid-sized businesses. Trident Equity Group targets profitable, established companies for value creation. Lee's background includes experience in operations and leadership roles.