Overview.

Trek Partners is an investment bank serving middle-market companies across a diverse range of end markets. Trek Partners was founded by career M&A professionals to create the firm that can best serve clients while also being the best place for investment bankers to build their careers.

Trek Partners is particularly adept at positioning our clients for successful outcomes, whether in the near-term or years after we begin a relationship, and importantly, finding the right fit for our clients when the time is right to pursue a transaction.  Our experience covers a broad range of sell-side and buy-side transactions.

We strive to maintain each client relationship in a manner such that our clients feel like they are the only client we have, and are singularly-focused on serving clients in the best possible way, without ever compromising our integrity.

Whether you are contemplating a transaction in the near term or planning for a transaction down the road, we look forward to meeting to discuss your opportunity, and how we may be able to help.

Our Values.

  • We treat each engagement as if it were our own family business.
  • We will never abandon our ethics or our integrity to get or retain business, and our clients will come first every time. 
  • We are unwavering in the quality of our work, and do not settle for “good enough.”
  • It is far more important to be the best than the biggest. We would rather do fewer transactions than do more transactions that do not represent our best work. 
  • We will never stop learning and have an insatiable appetite for continuous improvement.
  • We are not a firm where employees’ home lives are sacrificed. Our personal wellbeing creates better service for clients and a far better working environment. 
  • We only hire those who we want to be around, and who we can see working for Trek Partners for a long time.
  • We have no “A” or “B” teams, or insulated groups that work only with each other and not the rest of the firm. We only have one team.  

Meet the Team.

Tim Trostle

CEO

Tim founded Trek Partners in 2023. As the firm’s CEO, Tim is responsible for leading client engagements, business development, creating and maintaining relationships in the private equity community, as well as management of the firm as a whole.  He has worked on hundreds of transactions over the course of his career, and considers many past clients and members of the investment community as friends.

Tim began his M&A career in 2002, and worked in progressive roles in both investment banking and private equity prior to founding Trek Partners, which he credits as giving him a unique perspective having been on both sides of a broad range of middle market transactions.  Prior to beginning his career, Tim earned a BBA in Finance with a concentration in International Business from The University of Notre Dame, graduating summa cum laude.

Tim is a member of the Board of Directors of ACG Indiana, a founding member of IQCC, and is a frequent speaker on finance and M&A topics.  Tim is an advocate for younger people, enjoys helping young professionals develop their careers, and helps lead the ACG Cup in Indiana to help further grow Indiana’s financial services community.

Tim lives in Carmel, IN and enjoys traveling, attending concerts and sporting events, grilling out or trying new restaurants when that doesn’t work out as expected, bicycling, and spending time with family and friends.

Get in touch.

We will take care of your investment banking needs.