Gerald Kong

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Trinity Transaction Advisory, LLC

Trinity Transaction Advisory, LLC, originally formed as The Trinity Group in 2002, is a transaction advisory firm with an acute focus on assisting owners and shareholders of privately held companies, with sales over $1,000,000 in planning and executing defined exit strategies.

The company was founded with a unique concept in mind: providing superior options over the traditional business brokerage model; implementing solid exit solutions for business owners, substantially improving our clients’ chances of selling through proper preparation; and increasing business value to our clients.

Business owners expect candid discussions with real answers and deserve to be professionally represented each step of the way. We surround each of our clients with the best team of transaction professionals available while providing support to navigate through the maze of complex issues confronting each transaction. Contact Trinity today for a confidential evaluation.

Services Offered

Sell-Side Representation
Business Appraisals
Tax Analysis of the Business Transfer
Negotiation and Deal Structuring
Exit Planning and Divestiture Strategies
Buy-Side Representation


Gerald Kong - Principal, Senior Advisor

With a diverse background in business, Gerald Kong brings knowledge, experience and success to the Trinity Executive team. Mr. Kong began his management career with the start-up Franchisor, T.J Applebee's (Later changing its name to Applebee's International) team from 1985 ' 1988. He later joined Fidelity Pension Service, where after a run as top producer for the company, was promoted in 1992 to Regional Manager, leading 3 fledging offices back to profitability within 1 year.

Later that year, Mr. Kong started a Pension Investment Company called Regional Partners Inc. Shortly after the formation, the company signed a contract with Philadelphia Life, a subsidiary of Life Partners Group, owned by Dallas Stars and Texas Rangers proprietor Tom Hicks, to distribute a line of proprietary life insurance and annuity pension products. Regional Partners quickly grew to become one of the largest retirement and pension plans agencies in Texas catering to the Public School Market, with 7 regional offices and established accounts in over 350 school districts.

By 1996, Regional Partners successful run became the envy of the industry, being targeted by several insurance companies. In February 1997, a deal was completed between Regional Partners and College Life, a subsidiary of Americo Life, one of the largest independently owned insurance conglomerates in the United States.

Mr. Kong agreed to serve for 2 years in a senior management capacity with Americo/College. After completing his obligations with Americo, and being heavily recruited by multiple companies, Mr. Kong took a senior management position with Dallas based AIM (Association Insurance Management), a privately held multi lines insurance company actively licensed in over 40 states, to head up their pension sales division.

In 2002, Mr. Kong founded The Trinity Group, a business transaction firm focused on assisting small to middle market companies in divestitures and exit strategies. Mr. Kong has helped 100's of business owners from retail establishments to multi-million dollar corporations.

Mr. Kong received his BBA in Marketing with a Finance emphasis from the Melcher College of Business at the University of Houston.

Areas Served

  • Dallas County, TX
  • Harris County, TX
  • Bexar County, TX
  • Collin County, TX
  • Tarrant County, TX

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Established Businesses For Sale

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