Todd Jerles

Todd Jerles is a prominent figure in the private equity sector, currently serving as Partner and Chief Operating Officer at Trivest Partners, a firm dedicated to supporting founder and family-owned businesses. His career at Trivest began in 2008, and he has since ascended through various roles, including promotion to Chief Operating Officer in 2017 and later to Partner in 2022 .126

Professional Background

• Education: Jerles holds a Bachelor of Arts in Economics from Indiana University, where he graduated Phi Beta Kappa, and an MBA from The Wharton School of the University of Pennsylvania .34
• Previous Roles: Before joining Trivest, he worked in healthcare investment banking at Lehman Brothers and SVB Leerink, where he gained significant experience in financial markets .156

Responsibilities at Trivest

In his current role, Jerles oversees:

• Management of investor relations and fundraising activities.
• Accounting and finance departments.
• Deal marketing programs and annual initiatives such as investor conferences.
• Identification of strategic acquisition targets and evaluation of investment opportunities .27

He also serves on the Board of Directors for several companies, including NuEnergen and has worked closely with IDMWORKS .26

Personal Insights

Originally from Indiana, Jerles emphasizes the value of a diverse educational background, believing that his liberal arts training has provided him with a unique perspective in the business world. He encourages new graduates to leverage their experiences to challenge traditional views and contribute meaningfully to their organizations .4

Jerles continues to play a vital role in Trivest's growth, contributing to its reputation as one of the top firms recognized for its founder-friendly approach in private equity .6