MarksNelson Receives Private Equity Investment

IPA 200 firm MarksNelson LLC of Kansas City, Mo. (FY21 net revenue of $30.9 million), has received a strategic investment from Trinity Hunt Partners of Dallas.

“Our rallying cry at MarksNelson is ‘Move Forward,’ and we are proud to link arms with Trinity Hunt as we build the premier business advisory firm in the U.S.,” says MarksNelson MP Josh Beck. “Not only does the Trinity Hunt team have an impressive track record of growing professional service businesses, we found them to be uniquely aligned with our culture.”

Trinity Hunt’s investment will serve as the initial investment of its advisory services platform, which is designed to support MarksNelson’s growth initiatives, including execution of acquisitions, expansion of strategic service capabilities, investment in talent and technology, and acceleration of organic growth. Going forward, the firm will operate in an alternative practice structure, with the CPA firm MarksNelson LLC providing attest and assurance services and MarksNelson Advisory LLC providing business advisory, tax and non-attest services.

“Our shared values around building a great customer and employee experience are a strong foundation as we look forward to executing our buy-and-build strategy,” adds Trinity Hunt principal George Morgan.


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