Aaron Perrine

In this episode, Aaron Perrine and Kevin Oxendine discuss the importance of industry research and its impact on finding a good deal. They explore preferred industries, avoiding complicated business models, effective ways to conduct industry research, and the importance of bias to action. They also highlight the two levels of research in the acquisition process: developing an initial thesis and revalidating industry elements for the specific company.

Chris Hendriksen, investor at Pacific Lake Partners who builds board toolkits. Aaron Perrine, partner at Trilogy who advises on post-acquisition governance. They explore what high-performing boards feel like, how to form and evolve boards, building trust and chemistry with CEOs, practical composition and timing tips, and why feedback, executive sessions, and recruited operators matter.

Lindsey Gray, investor at Pacific Lake Partners who advises searchers on fundraising and board-building. Aaron Perrine, investor/operator at Trilogy with deep experience in evaluating searchers and post‑acquisition value creation. They discuss how to pick and narrow industry theses, what signals investors look for in searchers, signs a search is progressing, common deal pitfalls, cap table and board dynamics, and where value is created after acquisition.