Turnkey Access to Expertise

Tristone embeds multi-level research and analytics team seamlessly into your investment, M&A, portfolio management, FP&A and accounting workflow, enabling you to reclaim your time and extend your edge.

Guided by senior leadership with blue-chip global experience, our team delivers with precision, judgment, speed and high levels of attention to detail.

Outsourcing Advisory | Due Diligence, Financial Modeling & Investment Research Services With Highest Quality Deliverables

Attention to Detail
at Every Step

Exceptional Quality

Outsourcing Advisory | Timely Turnaround for Business Support Services, ex. Thematic Research & Industry Competitive Analysis

Timely Turnaround

Expertise = Speed

Outsourcing Advisory | Family Office Services & Private Equity and Hedge Fund Research With On Demand, Flexible Scaling

Scaling With Your
Needs

Flexibility on Demand

Outsourcing Advisory | Multi-Level Deal Team With Dedicated PoC for Financial Modeling and Financial Due Diligence Services

Self-Managed,
Multi-Level Team

Dedicated Point of Contact

Our Services

Who We Serve

We support financial firms and corporates across investment, M&A, fundraising, portfolio management, corporate development, and FP&A activities.

PE, VC, Fund
of Funds
PE, VC, Fund of Funds
Private Credit
Funds
Private Credit Funds
Real Estate
Funds
Real Estate Funds
Hedge
Funds
Hedge Funds
CLOs and Distressed
Debt Funds
CLOs and Distressed Debt Funds
High-Yield
Funds
High Yield Funds.png
Wealth Managers
and RIAs
Wealth Manager ⁨⁨
Financial
Advisors
Financial Advisors
Single & Multi
Family Offices
Single & Multi Family Offices
Boutique Investment
Banks
Boutique Investment Banks ⁨⁨
Restructuring
Advisors
Restructuring Advisors ⁨⁨
Placement
Agents
Placement Agents
Corporate Development
and M&A
Corporate Development and M&A
FP&A and Fundraising
Teams
FP&A and Fundraising Teams
Startup
Founders
Startup Founders

The Tristone Edge: Delivering With Quality

Quality is non-negotiable — starting from our industry-leading in-house training
to the deliverables we produce for our clients.

Rigorously Vetted & Trained Globally Experienced Professionals for High Quality Outsourcing Advisory Services

Globally Experienced
Professionals

Rigorously vetted and trained

Full Deal Team Support Led by Experienced Seniors for Turnkey Execution of Commercial Due Diligence Services

Senior-Led
Team Model

Self-managed teams combine experienced and junior resources

Flexibly Scaled, On Demand Turnkey Talent for Outsourcing Advisory & Business Support Services

Turnkey Talent,
Flexibly Scaled

Access and scale resources on demand

Deep Analytical Experience Across Asset Classes and Geographies for Family Offices, Funds, Banks, Corporates & Startups

Deep Analytical Experience

Across clients, asset classes, and geographies

Private Equity Business Development & Due Diligence Services With Dedicated Teams Integrated Into Client Workflows

Dedicated Teams

Seamlessly integrated into client workflows for rapid turnaround

About Tristone

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Founded
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Employees
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Countries
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Clients

Testimonials

Tristone has been a great addition to our existing resources. Their high-quality work products are on par with Tier 1 investment banks. I would highly recommend Tristone to help with anyone’s analytical and investment research needs.

– Partner, PE Fund, Singapore

After our weekly call with Tristone, a coworker and I were speaking about how integral our Tristone team is to our operation and how much leverage they add. The team is qualified, accredited, professional, and performs at a high level with a deep sense of urgency…I highly recommend them.

– CIO, Multi-Family Office, US

We have received a lot of leverage from the Tristone team over the years, allowing us to focus time on other priorities. Any requests we make are always completed in a timely manner…they have an excellent group of people that are highly competent, giving us confidence that any analytical project we give them will be done at a high level.

– Director, Multi-Family Office, US

Tristone has been instrumental in helping us scale. From building a CIM in two weeks, to financial analysis on over 30 tuck-in opportunities in a short amount of time, they have been a massive addition to our team and helped us unlock significant growth.

– Partner, Independent Sponsor, US

We have been working with Tristone for nearly 5 years. Throughout this time, they have impressed us not just with their professionalism and expertise but also with their sincere understanding of the needs of our family office. Their support during the pre-investment phase, particularly thorough due diligence and market research, has been invaluable.
One thing that has made a real difference is their ability to support us seamlessly across different time zones. We highly recommend their services for anyone seeking a knowledgeable, responsive, and dedicated partner.

– Head of Operations, Switzerland Family Office

Over the years, our experience with your team has been nothing short of exceptional. The dedication demonstrated by everyone at Tristone has significantly contributed to the success of our projects. We also value the collaborative approach and look forward to continuing our partnership.

– CIO, Switzerland Family Office

Proven Impact

Since 2018, we have helped clients reclaim their time and extend their capabilities.

Large U.S. Multi-Family Office
Empowering Smarter Decisions
500+ Projects Across Direct & LP Investment Analysis
U.S. Private Equity Fund
On Demand Scale
20+ DD Reports Across 500+ Potential Targets Screened in Just 6 Months
U.S. Hedge Fund
Driving Efficiency
US $1 Million+ Cost Savings Over 3 Years