Peloton Capital Management and Stephen Smith Acquire Glass Lewis

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.

Tecum Capital Leads Strategic Investment in The Lewis Group

September 29, 2023

Environmental Services

Tecum Capital, alongside Glen Oaks Capital, Five Points Capital and SharpVue Capital, has made a strategic capital investment in The Lewis Group, a provider of environmental remediation, emergency response and property/industrial maintenance services. CEO Rick Lewis remains the company’s largest shareholder and management will continue to run the business; the capital will support organic growth, geographic expansion and selected add-on acquisitions.

American Insulated Glass (AV Capital portfolio) Acquires A.L. Smith Glass Company

January 2, 2020

Manufacturing

American Insulated Glass, a portfolio company of AV Capital, acquired A.L. Smith Glass Company, a custom glass fabricator based in Ijamsville, Maryland. The deal brings A.L. Smith into the AIG platform to expand fabrication capabilities and AIG’s geographic footprint in the Northeast commercial and residential glazing markets.

Kennedy Lewis Acquires Remaining Stake in Generate Advisors (CLO Platform) from York Capital

September 30, 2025

Financial Services

Kennedy Lewis Investment Management acquired the remaining equity stake in CLO platform Generate Advisors from York Capital Management and will rebrand the business as Kennedy Lewis Loan Management. The move gives Kennedy Lewis full ownership of the platform (which manages more than $9 billion in CLO AUM) and positions the firm to scale its CLO and loan-management capabilities under Rizwan Akhter’s continued leadership.

Peloton Equity Leads Growth Recapitalization of Grenova

March 21, 2022

Medical Devices

Peloton Equity, alongside Hamilton Lane Impact Fund II and Morgan Stanley AIP Private Markets, closed a growth and recapitalization investment to acquire a majority stake in Grenova, a Richmond, Virginia-based manufacturer of lab sustainability technology. The investment will fund accelerated sales and marketing, new product launches, and global expansion while Grenova management and certain existing shareholders retain a significant ownership stake.

Lewis & Ellis Acquires Griffith, Ballard & Company

January 1, 2026

Consulting

Lewis & Ellis, Inc. announced that Griffith, Ballard & Company has joined Lewis & Ellis effective January 1, 2026. The combination expands Lewis & Ellis’s life actuarial capabilities and scale while allowing Griffith Ballard to continue operating from Cedar Rapids under its existing leadership and to contribute its Lifebase technology and actuarial expertise to the broader platform.