Private Equity Firm Business Services

Peloton Capital Management

Toronto, Ontario, Canada

Peloton Capital Management is a private equity firm that uses a long-term investment philosophy and sector-focused strategy to partner with founders and management teams. It focuses on North American businesses in the Healthcare Services, Financial Services, and Consumer Products & Services sectors. Headquartered in Toronto, Canada.

Focus Areas
Healthcare Services, Financial Services, Consumer Products & Services

Tracked deals

12

12 tracked deals across 2019-2025.

Recent pace

1

1 tracked deal announced in the last 12 months.

Deal mix

Growth capital

9 growth capital · 2 addon · 1 buyout

Peloton Capital Management Acquisition Volume by Year

Last 6 years

Acquisition volume by year Annual acquisition counts for the last 6 years for Peloton Capital Management. 1 2019 2 2020 2 2021 3 2022 2 2024 2 2025

Supporting Data

Recent Transactions

  • Peloton Capital Management Takes Minority Stake in Starfish Specialty Insurance
    December 17, 2025
    Buyer
    Peloton Capital Management
    Target
    Starfish Specialty Insurance
    Industry
    Insurance
    Location
    New York, United States
    Type
    Growth capital

    Peloton Capital Management has made a strategic minority investment in Starfish Specialty Insurance, a New York–based managing general agent (MGA). The capital will support Starfish’s rapid scaling plans and position the company to pursue strategic acquisitions while keeping the founding team as significant stakeholders.

  • Unison Risk Advisors Adds Gibson Insurance Agency as New Platform Partner
    July 1, 2025
    Buyer
    Unison Risk Advisors, Peloton Capital Management
    Target
    Gibson Insurance Agency, Inc.
    Industry
    Insurance
    Location
    Indiana, United States
    Type
    Addon

    Unison Risk Advisors (URA) announced that Gibson Insurance Agency, Inc., an independent and employee-owned risk management and employee benefits firm founded in 1933 and headquartered in South Bend, Indiana, has merged into URA as its seventh platform company. The transaction, backed by URA's existing private equity partner Peloton Capital Management, expands URA's geographic footprint and specialty capabilities while Gibson retains its name and leadership team.

  • Peloton Capital Management Makes Strategic Minority Investment in Lakefield Veterinary Group
    July 15, 2024
    Buyer
    Peloton Capital Management
    Target
    Lakefield Veterinary Group
    Seller
    Desmarais family
    Industry
    Healthcare Services
    Location
    Washington, United States
    Type
    Growth capital

    Peloton Capital Management, a Toronto-based private investment firm, has made a strategic minority investment in Lakefield Veterinary Group to support the company's disciplined M&A strategy and next phase of growth. Lakefield, a family-owned multi-site veterinary hospital operator with over 70 locations, will remain majority-owned by the Desmarais family and will use the partnership to expand its regional footprint and service offerings.

  • Peloton Capital Management Invests in Trilogy Financial Services
    March 7, 2024
    Buyer
    Peloton Capital Management
    Target
    Trilogy Financial Services
    Industry
    Wealth Management
    Location
    California, United States
    Type
    Growth capital

    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.

  • 123Dentist and Altima Dental Merge with Support from Peloton Capital, KKR, Heartland Dental and Sentinel Capital Partners
    July 12, 2022
    Buyer
    123Dentist, Peloton Capital Management, KKR, Heartland Dental, Sentinel Capital Partners
    Target
    Altima Dental, Lapointe Group
    Industry
    Healthcare Services
    Location
    Canada
    Type
    Addon

    123Dentist, Altima Dental, and Lapointe Group entered into a merger agreement to create one of the largest dental support organizations (DSOs) in Canada with nearly 350 supported dental practices. The deal is financed by equity from 123Dentist’s partner Peloton Capital Management, with new investors KKR and Heartland Dental, and Sentinel Capital Partners retaining a minority stake; the transaction was expected to close in Q3 2022.

  • Peloton Capital Management Invests in Victoria Park Medispa
    May 31, 2022
    Buyer
    Peloton Capital Management
    Target
    Victoria Park Medispa
    Industry
    Healthcare Services
    Location
    Quebec, Canada
    Type
    Growth capital

    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 Capital Management Makes Minority Investment in Unison Risk Advisors
    March 16, 2022
    Buyer
    Peloton Capital Management
    Target
    Unison Risk Advisors
    Industry
    Insurance
    Location
    Ohio, United States
    Type
    Growth capital

    Peloton Capital Management (PCM), a Toronto-based private equity firm, has agreed to acquire a minority ownership stake in Unison Risk Advisors (URA). URA — a leading independent, majority employee-owned insurance brokerage and risk management platform formed from Oswald Companies and RCM&D — will remain privately held as the investment supports the platform's organic and transactional growth; financial terms were not disclosed.

  • Peloton Capital Management Invests in EHN Canada
    April 19, 2021
    Buyer
    Peloton Capital Management
    Target
    Edgewood Health Network (EHN) Canada
    Industry
    Healthcare Services
    Location
    Ontario, Canada
    Type
    Growth capital

    Peloton Capital Management (PCM) has made a strategic investment in Edgewood Health Network (EHN) Canada to support expansion of its inpatient and outpatient mental health and addiction treatment services across Canada and to grow its EHN Online virtual outpatient offering. The capital will be used for acquisition and development of additional private mental health facilities and to scale EHN's digital outpatient platform.

  • Peloton Capital Management and Stephen Smith Acquire Glass Lewis
    March 16, 2021
    Buyer
    Peloton Capital Management, Stephen Smith
    Target
    Glass Lewis
    Seller
    Ontario Teachers' Pension Plan Board, Alberta Investment Management Corporation (AIMCo)
    Industry
    Professional Services
    Location
    California, United States
    Type
    Buyout

    Peloton Capital Management and investor Stephen Smith have acquired Glass Lewis from Ontario Teachers' Pension Plan Board and Alberta Investment Management Corporation (AIMCo). The transaction positions Glass Lewis — a leading provider of proxy research and governance solutions — to expand its product capabilities and global reach amid heightened institutional focus on ESG and stewardship.

  • Peloton Capital Management Invests in The Fertility Partners
    August 4, 2020
    Buyer
    Peloton Capital Management
    Target
    The Fertility Partners
    Industry
    Healthcare Services
    Location
    Ontario, Canada
    Type
    Growth capital

    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.

  • Peloton Capital Management Invests in P3 Veterinary Partners
    January 10, 2020
    Buyer
    Peloton Capital Management
    Target
    P3 Veterinary Partners
    Industry
    Healthcare Services
    Location
    Ontario, Canada
    Type
    Growth capital

    Peloton Capital Management (PCM) made a significant growth investment in P3 Veterinary Partners to support P3’s expansion across Canada and to strengthen its back-office, marketing, and operational capabilities. Terms were not disclosed; CCC Investment Banking acted as exclusive financial advisor to P3.

  • Peloton Capital Management Invests C$75M in 123Dentist
    June 27, 2019
    Buyer
    Peloton Capital Management
    Target
    123Dentist
    Industry
    Healthcare Services
    Location
    British Columbia, Canada
    Type
    Growth capital

    Peloton Capital Management (PCM) invested C$75 million in 123Dentist to support the Canadian dental group's national expansion and to strengthen its back-office, marketing, and operational capabilities. The investment — PCM’s first deal following the first close of PCM Fund I (C$330M) — is structured with most capital upfront and an equity line of credit to support a buy-and-build growth strategy while preserving founder control.

Related Acquisition Pages

Healthcare Services Buyers & Acquisitions 7 tracked deals by Peloton Capital Management. Insurance Buyers & Acquisitions 3 tracked deals by Peloton Capital Management. Professional Services Buyers & Acquisitions 1 tracked deal by Peloton Capital Management. Wealth Management Buyers & Acquisitions 1 tracked deal by Peloton Capital Management. Acquisitions in California 2 tracked deals by Peloton Capital Management. Acquisitions in Indiana 1 tracked deal by Peloton Capital Management. Acquisitions in New York 1 tracked deal by Peloton Capital Management. Acquisitions in Ohio 1 tracked deal by Peloton Capital Management.

Related articles

Selling a company? Get in front of buyers like Peloton Capital Management

Turn tracked acquisition activity into an outreach-ready buyer list.

Find buyers like these →