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In February of 2022, Trinity Investors partnered with Charter Oak Equity (“COE”) to create CGA Holdings, a home healthcare platform located in the growing south Florida market. Through strategic acquisitions, COE will implement a roll-up strategy to create a diversified, leading home health platform that capitalizes on geographical and operational synergies.

The platform is led by Lisa Kaufman, a talented CEO and recognized leader in the home healthcare sector. Lisa holds 25+ years of relevant industry experience and has served as president of the Florida Chapter of the Private Care Association.

Trinity Investors is a private equity firm located in Southlake, Texas. If you are interested in learning more about our alternative investing opportunities, please contact a member of our Client Relations Team.


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