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Transactions / T•••••• F•••••••• S•••••••

PELOTON CAPITAL MANAGEMENT INVESTS IN T•••••• F•••••••• S•••••••

Platform acquisitionannouncedannounced Mar 7, 2024Fact
What happened
Target
T•••••• F•••••••• S•••••••
Platform
not an add-on on record
Control
Control
Share acquired
unknown
Industry
financial_services / financial services
Target location
CA, US
Seller kind
unknown
Rollover
unknown
Values, only where disclosed
Enterprise value
Not disclosed
Purchase price
Not disclosed
Equity value
Not disclosed
Target revenue
Not disclosed
Target EBITDA
Not disclosed
Multiple
Not disclosed
Parties and roles
4 named
Buy side
  • M••• M•••••Deal partnerconfirmed
    ““We are thrilled to be partnering with a high quality, values-oriented wealth management firm that has a strong track record of growth and is very well positioned to capitalize on the attractive tailwinds in the sector”, said M••• M•••••, Managing Partner at P•••••• Capital Management.”
  • P•••••• C•••••• M••••••••• I•••Sponsorconfirmed
    “PELOTON CAPITAL MANAGEMENT INVESTS IN T•••••• F•••••••• S••••••• | published on P•••••• Capital's own news page www.pelotoncapitalmanagement.com”
Advisory side
  • P••••••••• P•Buy-side adviserconfirmed
    “Kilpatrick Townsend & Stockton served as Trilogy’s legal counsel, while PCM was represented by P•••••••••.”
Side not stated
Evidence
“PELOTON CAPITAL MANAGEMENT INVESTS IN T•••••• F•••••••• S•••••••”
Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)confidence 80%recorded Sep 18, 2026
PELOTON CAPITAL MANAGEMENT INVESTS IN T•••••• F•••••••• S••••••• | Private Equity Intelligence | DFX