Peloton Equity Leads Series B Growth Round in Ria Health

Peloton Equity Leads Growth Investment in OnPoint Healthcare Partners

January 25, 2024

Healthcare Services

Peloton Equity led a growth equity investment in OnPoint Healthcare Partners, with participation from Fort Maitland Capital, to accelerate OnPoint’s product roadmap, sales and marketing, and customer support. OnPoint, an AI-enabled healthcare technology and services provider founded in 2020, will add Peloton partners to its board as it scales its IRIS Cloud platform and RCM/documentation services from its headquarters in Irving, Texas.

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.

Peloton Capital Management Invests in Victoria Park Medispa

May 31, 2022

Healthcare Services

Peloton Capital Management has entered an investment partnership with Victoria Park Medispa, a Canadian network of physician-led medical aesthetics clinics. The capital will support Victoria Park’s continued national expansion and organic growth; financial terms were not disclosed.

Peloton Equity and Management Launch Journey Health & Lifestyle Brands; Acquire firstSTREET

September 28, 2021

Healthcare Services

Peloton Equity partnered with a management team led by Harvey Diamond, Richard Kolodny, Mitchell Yoel and Charles Valentine to launch Journey Health & Lifestyle Brands, a Richmond, Virginia–based DTC platform focused on senior health and lifestyle products. The newly formed company concurrently acquired firstSTREET for Boomers and Beyond, Inc., with debt financing from White Oak Financial, to serve as the platform's initial acquisition and accelerate expansion of senior-focused consumer health product lines and channels.

Adams Street Partners Invests in Lyra Health

October 6, 2020

Healthcare Services

Adams Street Partners' growth equity team has made a growth investment in Lyra Health, a provider of workforce mental health services that combines technology-driven matching with clinician-led care. The capital will support Lyra's efforts to scale its blended care platform and expand access to evidence-based behavioral health services for employer-sponsored benefit programs.

Sheridan Capital Partners Invests in RS&A (RSA)

June 22, 2022

Medical Devices

Chicago-based private equity firm Sheridan Capital Partners has made a growth investment in RS&A, LLC ("RSA"), a Rural Hall, North Carolina-based independent service provider for radiotherapy equipment. RSA's founding team retained a meaningful ownership stake and will remain active in operations as Sheridan partners with the company to scale its service capabilities and national footprint.