Your company. Our advisory professionals.
An outcome that produces recurring value.

Trinity-Templar®  Corporation works as a strategic partner with companies to assess business situations, devise solutions and provide implementational support. We are a boutique advisory firm that draws on the diverse sets of functional and industry experiences of our principals.

To deliver creative solutions with lasting value.

Trinity-Templar® engages with clients at a strategic level to address significant operating, growth and event-driven business situations.

Our Mission

Our Expertise

Our team is comprised of experts in M&A advisory, financial solutions and information technology. We have experience working for and with companies ranging from small, family-owned businesses to multi-national corporations. Our team members have completed complex business initiatives across the globe. Trinity-Templar’s small size and flexible structure enable us to react to the needs of our clients in a nimble and responsive manner.

We focus on achieving the optimal results for your company’s particular needs. Trinity-Templar®  operates with full transparency to our clients. As an independent, advisory-only firm, we have no inherent conflicts of interest. Trinity-Templar®…

  • asks questions and listens
  • brings reason, logic and analysis to problem solving
  • is completely authentic and transparent in all our endeavors
  • creates real value for our clients by helping them step forward into growth opportunities

Our Founding Principles


Our team delivers on the firm’s extensive expertise in business strategy, transactional law, accounting & finance, marketing, information technology, complex negotiations and consulting.

Guillermo Garza Milling - headshot
Guillermo Garza Milling
Director, Innovation

Trinity-Templar®  Holdings Corporation

Dr. James M. Copas
Chairman & CEO
Rick Anderson
Vice Chairman, President & COO
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