On March 7, 2024, Peloton Capital Management announced it had taken a minority stake in Trilogy Financial Services.
Peloton Capital Management (“PCM”) announced that it acquired a minority stake in Trilogy Financial Services (“Trilogy”). Further terms of the transaction were not disclosed.
PCM, based in Toronto, is a private equity firm focusing on North American based businesses in healthcare services, financial services and consumer products and services sectors. As of March 2024, PCM managed C$1.25B in committed capital.
Trilogy, based in Irvine, California, is a fee-based financial advisor firm that manages assets for individuals and institutions. As of March 2024, Trilogy had $4 billion in assets under management. Advisor Growth Strategies, a management consulting and transaction advisory firm, served as Trilogy’s transaction advisor.
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