Peloton Capital Management Invests in Trilogy Financial Services
March 7, 2024
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.
- Buyers
- Peloton Capital Management
- Targets
- Trilogy Financial Services
- Industry
- Wealth Management
- Location
- California, United States
- Transaction Type
- Growth capital
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