5 publicly disclosed transactions where Peloton Capital Management played an advisory, financing or investing role, most recent first.
Sep 24, 2026
Glass Lewis / Clarity AI combination
Shareholder of Glass Lewis (portfolio company); transaction role not disclosed · Governance, proxy and sustainability data
PCM portfolio company Glass Lewis combined with Clarity AI to form a 900+ person governance, stewardship and sustainability-data business. Financial terms and the resulting ownership were not disclosed.
Dec 17, 2025
Starfish Specialty Insurance
Acquirer (minority investor) · Insurance (MGA)
Buyer Peloton Capital Management
PCM took a significant minority stake alongside the founders of this New York-based managing general agent to fund organic growth and acquisitions.
Oct 15, 2025
MCA Dental Group Limited
Investor in acquirer (add-on) · Dental services
Buyer 123Dentist (PCM portfolio company)
123Dentist agreed to buy Ottawa-based MCA Dental Group, which has 27 clinics in Ontario and Québec.
Jul 15, 2024
Lakefield Veterinary Group
Acquirer (minority investor) · Veterinary services
Buyer Peloton Capital Management
Strategic minority investment in a Seattle-based veterinary hospital group, which stays majority-owned by the Desmarais family. Torys advised PCM.
Mar 7, 2024
Trilogy Financial Services
Acquirer (minority investor) · Wealth management / financial planning
Buyer Peloton Capital Management
Strategic investment in an Irvine, California wealth and financial-planning firm (about US$4.0B AUM after two concurrent advisor-firm acquisitions). The founder remains majority shareholder.
