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.

BANKS & FINANCIAL ADVISORS

  • Boutique Investment Banks
  • Restructuring Advisors
  • Placement Agents

INVESTMENT ADVISORS

  • Wealth Managers and RIAs
  • Financial Advisors
  • Single & Multi Family Offices

PUBLIC INVESTMENT FUNDS

  • Hedge Funds
  • CLOs and Distressed Debt Funds
  • High-Yield Funds

PRIVATE INVESTMENT FUNDS

  • PE, VC, Fund of Funds
  • Private Credit Funds
  • Real Estate Funds

CORPORATES

  • Corporate Development and M&A
  • FP&A and Fundraising Teams
  • 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

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

2018
Founded
150+
Employees
10+
Countries
125+
Clients

Testimonials

Testimonial for Tristone Partners From Partner of a PE Fund in Singapore

"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

Testimonial for Tristone Partners From US Clients, Including Multi-Family Office and Independent Sponsors

"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

Testimonial for Tristone Partners From US Clients, Including Multi-Family Office and Independent Sponsors

"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

Testimonial for Tristone Partners From US Clients, Including Multi-Family Office and Independent Sponsors

"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

Testimonial for Tristone Partners From US Clients, Including Multi-Family Office and Independent Sponsors

"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

Testimonial for Tristone Partners From US Clients, Including Multi-Family Office and Independent Sponsors

"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

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
Tristone Partners Logo – Outsourcing Advisory & Business Support Services

Our Mission

At Tristone, our mission is to be the most trusted and unbiased provider of insights and analytics to the investment community and corporates globally.