Peloton Equity Leads Growth Investment in OnPoint Healthcare Partners

MML Capital Acquires OnPoint Industrial Services from Capstreet and HCI

December 6, 2022

Industrial Services

MML Capital Partners has acquired OnPoint Industrial Services, a Deer Park, Texas-based provider of safety, logistics and planning services for refinery and petrochemical turnarounds, from Capstreet (with minority involvement from HCI Equity Partners). Financial terms were not disclosed; Stellus Capital provided senior debt financing and an equity co-investment to support the transaction. MML said it will invest in technology and expand OnPoint's capabilities to accelerate growth.

Peloton Equity Leads Series B Growth Round in Ria Health

March 11, 2025

Healthcare Services

Ria Health, a San Francisco–based telehealth provider of evidence-based alcohol use disorder (AUD) treatment, closed a Series B growth equity round led by Peloton Equity with participation from SV Health Investors, BPEA Private Equity, and SOSV. The funding will be used to scale Ria's clinical model and payor coverage, accelerate sales and marketing, and strengthen its position in the continuum of AUD care; Peloton partner Michael O'Rourke will join Ria's board.

Balance Point Capital Invests in PatientPoint to Support Combination with Outcome Health

April 12, 2021

Healthcare Services

Balance Point Capital announced an investment to support the combination of **PatientPoint** and **Outcome Health**, creating the combined platform **PatientPoint Health Technologies**. The transaction was led by existing sponsors **L Catterton** and **Littlejohn & Co**, and the combined company will provide tech‑enabled patient engagement solutions to roughly 150,000 providers and impact about 750 million patient visits annually.

Peloton Capital Management Invests in Trilogy Financial Services

March 7, 2024

Wealth Management

Peloton Capital Management, a Toronto-based private equity firm, made a strategic minority investment in Trilogy Financial Services, an Irvine, California-based wealth management and financial planning firm. Trilogy's founder Jeff Motske remains majority shareholder and CEO; the capital will be used to accelerate Trilogy's M&A strategy, organic growth, and expand client/advisor services. Concurrently, Trilogy completed acquisitions of Flagship Wealth Management and Horizon Wealth Management, bringing Trilogy to approximately $4.0 billion in AUM.

RF Investment Partners Makes Growth Investment in Nextpoint

July 25, 2023

Software

RF Investment Partners has made a growth capital investment in Nextpoint, a founder-led legal technology company headquartered in Chicago. The investment will support Nextpoint’s product development, operational improvements, geographic expansion, and potential add-on M&A to accelerate growth in the legal tech market.

Peloton Capital Management Invests in The Fertility Partners

August 4, 2020

Healthcare Services

Toronto-based Peloton Capital Management has made a significant growth investment in The Fertility Partners (TFP), a Canada-focused network of IVF and fertility clinics. The capital will support TFP’s launch and expansion across British Columbia, Manitoba, Ontario and Quebec and fund development of back-office, marketing and operational capabilities; terms were not disclosed.