Trilogy Capital Group names Carl B. Jones president and head of capital formation

Trilogy Capital Group appointed Carl B. Jones as president and head of capital formation as the Miami-based investment firm pushes deeper into institutional fundraising, strategic acquisitions and a private-to-public growth strategy. Jones brings more than 30 years of experience across technology commercialization, institutional investing and cross-border capital formation.

Why it matters: - Trilogy Capital Group is adding a senior executive as it tries to expand institutional capital relationships and scale its private-to-public strategy. - Carl B. Jones is expected to help widen access to family offices, institutional partners and other capital sources. - The hire supports Trilogy’s push to strengthen its leadership team around capital formation and growth-platform development.

What happened: - Trilogy Capital Group appointed Carl B. Jones as president and head of capital formation. - A.J. Cervantes, Jr., executive chairman of Trilogy Capital Group, announced the appointment. - The company said Jones will lead institutional fundraising and oversee strategic investor relationships. - Jones will also support global capital markets activity and Trilogy’s portfolio companies.

The details: - Trilogy is a private investment and strategic advisory firm focused on capital formation, mergers and acquisitions and growth platform development. - Jones will work with Trilogy’s executive leadership team to expand the firm’s capital base and position portfolio companies for public market transitions. - Trilogy said Jones will oversee relationships with family offices, institutional partnerships and investor syndication initiatives. - Cervantes said Jones brings technology knowledge, commercialization experience and institutional investment discipline. - Trilogy said Jones has more than three decades of experience across engineering, technology commercialization and institutional investing. - Jones’ background includes evaluating scientific feasibility, intellectual property, commercialization, execution, capital formation, governance and liquidity events. - Jones was active in the technology investment ecosystem during the rise of the modern Internet era. - His experience spans semiconductors, computers, mobile phones, enterprise software, cloud computing, digital infrastructure, healthcare technologies and early Internet platforms. - Jones is founder and managing partner of Inhite Ventures, a deep-technology investment platform focused on artificial intelligence, healthcare innovation, semiconductor technologies and institutional investment strategies. - Jones also founded Jones Capital Investments, which advises ultra-high-net-worth families, family offices and institutional investors. - Trilogy said Jones has participated in investment and capital formation activities exceeding $200 million. - Jones said he is joining Trilogy during a period of growth and cited the firm’s focus on strategic acquisitions, operational excellence, institutional governance and long-term value creation. - Jones said he expects to expand Trilogy’s relationships with institutional investors, family offices, sovereign capital and strategic partners. - Jones’ network spans institutional investors, venture capital firms, private equity sponsors, sovereign investors, family offices, investment banks and strategic corporate partners across North America, Europe, the Middle East and Asia. - Jones has experience structuring cross-border investment syndicates and leading complex capital transactions. - Jones earned a Bachelor of Science in Materials Science and Engineering from the University of Florida. - Jones completed advanced executive studies in Venture Capital and Private Equity at Columbia Business School.

Between the lines: - The appointment signals Trilogy is building out institutional infrastructure as it seeks to combine advisory work, private equity and capital formation. - Jones’ mix of engineering and investing experience fits Trilogy’s stated focus on technically complex and growth-stage businesses. - The emphasis on sovereign capital, family offices and public market transitions suggests Trilogy wants broader and more international funding channels.

What’s next: - Trilogy said Jones will help scale its capital formation platform and support portfolio companies across industries. - The firm is positioning for more institutional partnerships and future public-market transitions for select businesses. - Trilogy said it will continue expanding its private equity and capital formation platform.

The bottom line: - Trilogy is betting that a senior hire with deep-tech and capital markets experience will help accelerate its institutional growth strategy.

More information is available at Trilogy Capital Group.