Reo Williams
LinkedIn Copy
Reo — congrats on launching Trident Equity Group. been working on outbound origination with B2B services investors and your fund has been on my radar. would be good to connect.
Reo — though we share a PE background (you at Trident via Kellogg ETA, me at Treis in London), I've seen first-hand how challenging early proprietary origination can be. Been helping funds like Mentmore and Wingman with their outbound origination — curious what email infrastructure you're using these days — still mostly on shared IPs like Instantly, or have you moved to private/dedicated senders? Happy to share what's working best for similar B2B services funds if useful. — Russ
Email Copy
Reo — hope you're having a good Wednesday. wanted to reach out — congrats on launching Trident, always impressed by those who've taken the leap. though we share a finance background (you at JPM, me CS/Greenhill), I hope to one day do the same. in the meantime I've been working on the origination side with funds like Backer Group and Mentmore — curious how you're thinking about origination at Trident. mostly proprietary or still seeing a lot through brokers? very best, Russell linkedin.com/in/russellt23
Prospect Research
## PROSPECT INFORMATION: Name: Reo Williams Title: Managing Partner Fund: Trident Equity Group Background: PROSPECT SUMMARY: Reo Williams CURRENT FOCUS Reo is currently the Managing Partner at Trident Equity Group, based in Chicago. He recently launched this search fund alongside business partner Leon Livingston with the specific goal of acquiring, operating, and growing one exceptional small business. He is actively seeking conversations with business owners considering a transition or their next chapter. BACKGROUND He is a seasoned finance professional with a background in corporate finance, consulting, and private equity. Before founding Trident Equity Group, he held various finance leadership roles at JPMorgan Chase & Co. (including Business Finance Manager and Non-Interest Revenue CCB) and served as a Financial Analyst at the consulting firm Point B, where he supported industry executives in Media, Tech, and Health sectors. He has recently completed several internships in the search fund and operations space, including a Chief of Staff internship at Carolina Georgia Sound and an MBA Search Fund internship at Liri Capital. EDUCATION - MBA, Northwestern University - Kellogg School of Management (2025). He was a Zell Fellow and active in the ETA (Entrepreneurship Through Acquisition) community. - BS in Finance, University of Illinois at Urbana-Champaign (Gies College of Business). KEY SKILLS Financial Analysis, Operational Modeling, Data Analysis (SQL, Python, Tableau, Alteryx), Relationship Building, and Strategic Business Development. NOTABLE POSTS & QUOTES - August 5, 2025: "I'm excited to announce the launch of Trident Equity Group... We're on a mission to acquire, operate, and grow one exceptional small business. Backed by experienced investors, we're focused on building something that creates real value for shareholders, employees, customers, and communities." - August 4, 2025: "When I reflect on my MBA journey, one word comes to mind above all others: transformation. From engaging with classmates and building lifelong friendships, to learning from some of the best professors who challenged my views on leadership and the future of AI... Simply transformational." - August 4, 2025: In a post regarding his business partner Leon Livingston, Reo highlights the "TRIDENT American Dream Fellowship" and mentions being part of the "Kellogg Zell Fellows Program" and "Kellogg ETA Club." - September 23, 2025: He celebrated his alma mater, noting that "Gies Business' undergraduate accountancy program continues its longstanding tradition of excellence, taking the #1 spot in this year's U.S. News & World Report national rankings." - March 6, 2024: He participated in a volunteer operations simulation at the Greater Chicago Food Depository, helping pack 4,392 lbs of black beans while learning leadership lessons about "operating in a rush" and managing "supply shocks." 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 Reo Williams recent investments fund thesis - Answer: Trident Equity Group focuses on acquiring and growing mid-sized businesses in the U.S. Reo Williams is a partner involved in their investment activities. The firm targets industries like B2B services and financial services.