U.S. Department of War Completes Strategic Equity Investment in Trilogy Metals

Trilogy Capital Acquires Mountain Capital Investment Advisors

October 9, 2026

Wealth Management

Trilogy Capital acquired Mountain Capital Investment Advisors, an independent registered investment advisor based in Westminster, Colorado, with more than $1 billion in client assets. Mountain Capital will retain its brand, leadership, advisors, and employees while gaining access to Trilogy’s investment, wealth-planning, technology, and operational resources.

Teck Resources, Canada Growth Fund and Canada Critical Minerals Accelerator sign Strategic Investment Agreement for Trail smelter expansion

July 7, 2026

Industrial Services

Teck Resources Limited, Canada Growth Fund Inc. (CGF), and Natural Resources Canada’s Canada Critical Minerals Accelerator have signed a Strategic Investment Agreement to support expanding production capacity for germanium, gallium, and antimony at Teck’s Trail Operations smelting and refining complex in British Columbia. The agreement provides a framework for CGF to invest up to C$400 million into the facility, alongside up to C$850 million of potential total investment by Teck, and includes an offtake structure with the Government of Canada for a portion of future output.

Korn Ferry Acquires Trilogy International

November 1, 2024

Staffing & HR

Korn Ferry has completed the acquisition of UK-based Trilogy International, a provider of digital interim talent across EMEA and the United States. The deal expands Korn Ferry's Professional Search & Interim capabilities and broadens its footprint in digital and interim talent solutions across EMEA and the U.S.; terms were not disclosed.

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.

Warburg Pincus Makes Growth Investment in TRC Companies

October 14, 2021

Engineering Services

Warburg Pincus has made a significant growth investment in TRC Companies to support the firm's continued expansion of environmentally focused, technology-enabled engineering, consulting and construction services. New Mountain Capital exited its investment as part of the transaction; proceeds will be used to scale TRC's compliance-focused engineering capabilities and further its work in decarbonization and utility-focused services.

Zentech Manufacturing Acquires Trilogy Circuits

January 21, 2020

Manufacturing

Zentech Manufacturing, a portfolio company of BlackBern Partners, has acquired Trilogy Circuits, LLC, an AS9100D-certified electronics manufacturing services (EMS) provider based in Richardson, Texas. Trilogy will operate as Zentech Dallas and the deal expands Zentech's geographic footprint and high-reliability manufacturing capability for defense, aerospace and medical customers in the Southwest.