Investment Summary

Peloton Capital Management Invests In Trilogy Financial

On March 7, 2024, private equity firm Peloton Capital Management invested in financial services company Trilogy Financial

Investment Highlights
  • This is Peloton Capital Management’s 1st transaction in the Financial Services sector.
  • This is Peloton Capital Management’s 2nd transaction in the United States.
  • This is Peloton Capital Management’s 2nd transaction in California.

Investment Summary
Date 2024-03-07
Target Trilogy Financial
Sector Financial Services
Investor(s) Peloton Capital Management
Deal Type Growth Capital

Target

Trilogy Financial

Irvine, California, United States
Trilogy Financial is a national financial advisory firm with more than $3 billion in brokerage and advisory assets to help bring financial planning services to everyday Americans. Trilogy Financial was founded in 1999 and is based in Irvine, California.

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Investor(S) 1

Investor

Peloton Capital Management

Investor Investor Investor Investor Investor

Category Private Equity Firm
Founded 2018
Size Middle-Market
Type Sector Focused
DESCRIPTION

Peloton Capital Management is a private equity firm focused on long-term investments in lower middle-market buyouts of North American companies. The Firm is a generalist investor and looks to commit C$25 to C$75 million per transaction in profitable companies with C$5 to C$40 million of EBITDA. Peloton Capital Management was formed in 2018 and is headquartered in Toronto, Ontario.

DEAL STATS #
Overall 8 of 9
Sector (Financial Services) 1 of 1
Type (Growth Capital) 6 of 7
State (California) 2 of 2
Country (United States) 2 of 3
Year (2024) 1 of 2
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2022-12-21 Billyard Insurance Group

Welland, Ontario, Canada

Billyard Insurance Group is an independent insurance broker that provides home insurance, auto insurance, commercial insurance, travel insurance, pet insurance, life insurance, and financial planning services. Billyard Insurance Group is based in Welland, Ontario.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2024-07-15 Lakefield Veterinary Group

Kent, Washington, United States

Lakefield Veterinary Group is a family-owned veterinary hospital and veterinary practice acquisition company. Lakefield Veterinary Group is based in Kent, Washington.

Buy -
Mergr

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