PELOTON CAPITAL MANAGEMENT INVESTS IN TRILOGY FINANCIAL SERVICES
TORONTO – March 7, 2024 – Trilogy Financial Services (Trilogy), an Irvine, California-based national, full-service financial planning and wealth advisory firm, today announced a strategic investment by Peloton Capital Management (PCM), a Toronto, Canada-based private equity firm with a long-term investment philosophy.
Led by Co-Founder Jeff Motske, Trilogy offers exceptional client service via a personalized team-based financial planning model and a full suite of wealth management solutions. Trilogy has over 120 advisors and support professionals across nine offices from coast to coast. Motske will continue as majority shareholder and maintain his role as President and Chief Executive Officer.
In conjunction with the PCM investment, Trilogy has completed the acquisition and partnership with two independent financial advisory firms – Flagship Wealth Management based in Boston, MA, and Horizon Wealth Management based in Westlake Village, CA, representing a combined $420 million in assets under management (AUM). Following these acquisitions, Trilogy now manages approximately $4.0 billion in AUM.
PCM’s strategic investment will accelerate the firm’s M&A strategy, organic growth opportunities, and enhance the business and services offered to clients and advisors.
“We are excited to partner with PCM, whose long-term partnership orientation, sector expertise, and experience with successfully scaling services-based businesses will be invaluable in helping Trilogy in the next phase of its growth strategy,” said Motske. “The shared long-term vision and cultural alignment also makes PCM an ideal partner for Trilogy.”
“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 Mike Murray, Managing Partner at Peloton Capital Management. “Trilogy has a great team and culture built over the last 25 years, and we look forward to helping Trilogy accelerate organic and inorganic growth and further build on Jeff and Kevin’s vision.”
Advisor Growth Strategies, a management consulting and transaction advisory firm serving the RIA industry, served as Trilogy’s transaction advisor. Kilpatrick Townsend & Stockton served as Trilogy’s legal counsel, while PCM was represented by Polsinelli.
About Trilogy Financial Services
Trilogy Financial Services was founded in 1999 by Jeff Motske and Kevin Mackintosh with the goal of enabling financial advisors to better serve their clients and to help everyday Americans gain financial independence. Trilogy has built multi-generational advisor teams to support clients and provide them with a trusted team for generations. The company also recently launched the MACK Service Center, in honor of the late co-founder Kevin Mackintosh, to provide a unique approach to customer service and advisory solutions for clients. Learn more about Trilogy Financial Services at www.trilogyfs.com.
About Peloton Capital Management
Peloton Capital Management was founded in 2018 and is a private equity firm with patient capital and a long-term investment orientation. PCM has a proven team with deep expertise and value-creation capabilities in the financial, healthcare, consumer, and business services sectors and focuses on North American middle-market companies. PCM currently manages over C$1.25B in committed capital and has established successful partnerships with nine platform companies across Canada and the United States.
Source: Trilogy Financial Services