Testimonials

Delivering Customized Financial Solutions

Below is a selected list of client testimonials of our past success stories:

Trinity Capital Advisors, LLC provided our firm exceptional care and added significant value to our fundraising efforts.  They provided thoughtful and careful analysis in managing and understanding all related details. Their professionalism, attention to detail, and initiative assisted us in creating a sophisticated presentation to our investors for our opportunity fund.  I look forward to working with them in the future. —Earl Chan, Bay Area Recovery & Re-Investment Corps.
We recently used Trinity Capital Advisors to provide us with a pro forma (for the acquisition of a master planned community). The work was required immediately and Trinity was able to respond to our needs in a timely fashion. More importantly, they were able to easily handle and model a rather complex set of financial and business scenarios. We greatly appreciated their responsiveness and attention to detail and would certainly use them again. —Stuart Chelin, Westmount Properties, LLC
I have had the pleasure to work with Nick Dobron and Eddie Prosser on two business fronts. Nick worked very closely with me to create a detailed proforma for an existing (residential development) project with a new equity source. Nick’s work was thorough and timely. Additionally, I have been working with them to identify equity sources for bank owned projects. I have appreciated their professionalism and responsive manner of doing business. —Chris Dahrling, Pacific Colony Properties Co., LLC
Nick and I worked together on a major project for approximately 18 months. Innovative Living was a start-up company with the sole purpose of building and acquiring senior housing facilities throughout the US. Nick was very instrumental in putting the deal together and immediately gained the respect and trust of senior management within Merrill Lynch Capital (“MLC”). Nick’s involvement and analytical abilities were critical in getting MLC to issue a $108 million commitment to Innovative Living for the acquisition of two Continuing Care Retirement Communities ("CCRC") in southern California. —Peter Delmage, GE Commercial Finance