Trinity: effective management and accounting services

Trinity: effective management and accounting services

Year of investment

2007

Status:

Exited Investment

Taking the hassle out of business-making

Trinity is a leading, independent provider of management and accounting services in the Central & Eastern European region with offices in Warsaw, Krakow, Wroclaw, Sofia, Bucharest and Prague.

Trinity provides cost-effective solutions to company formations (shelf companies), accounting, tax compliance, payroll, corporate secretarial and other administrative issues. It has an impressive client base which includes listed multinational corporations, property investment funds, private equity funds and high net worth individuals.

Trinity enables its clients to focus on their core business priorities and investment interests. It is looking to add further regional offices in Poland and in the CEE region both organically and via acquisitions.

In September 2011 Trinity invested in OFIZ, a Polish independent company specialized in providing professional valuation and accounting services to open and closed end funds, investment portfolios and unit linked products in Poland. OFIZ currently provides accounting and valuation services to over PLN 14 billion of assets under its clients’ management and works for 16 major financial institutions active in Poland.

Throughout the years, Oresa supported Trinity in expanding to a regional provider with operations in 6 CEE countries. In addition, Trinity entered the fund administration market in Poland through the acquisition of OFIZ in 2011. In 2014 Oresa sold its participation in Trinity to Vistra Group, a global service provider.

Key facts:

  • Number of employees has grown to approximately 200 since the company commenced activities in 2004 and reached over 240 people together with OFIZ;
  • leading provider of corporate services in CEE with Euro 23bn of clients’ assets under administration and over 320 dedicated professionals in 10 offices
  • Romanian subsidiary opened mid-2007 in Bucharest, Bulgarian in Sofia in the autumn of 2008 and Czech in Prague early 2011 with an offer incorporating a full range of services.