
GIBSON INSURANCE AGENCY, INC. JOINS UNISON RISK ADVISORS
Unison Risk Advisors is pleased to announce its strategic merger with Gibson Insurance Agency, Inc. This is the seventh platform company to join URA and the 26th transaction overall since the firm’s establishment in 2020. Gibson Insurance Agency, Inc., a leading independent and employee-owned risk management and employee benefits firm, was founded in 1933 and serves clients across the U.S. from offices in Indiana, Michigan, Illinois, Arizona, and Utah. In accordance with the URA model, Gibson will continue to operate under its name, with the same leadership and client service teams in place.

UNISON RISK ADVISORS ANNOUNCES ADDITION OF NEW PARTNER FIRM, ORLANDO-BASED HATCHER INSURANCE
Unison Risk Advisors is pleased to announce the addition of its newest partner, Hatcher Insurance. This is the sixth platform company to join the firm and the 25th transaction overall since URA’s establishment in 2020. Hatcher Insurance is an Orlando, Florida-based insurance brokerage firm offering property and casualty, surety bonding, employee benefits and personal insurance. Serving Florida for nearly 80 years, the Hatcher family has deep roots in the insurance community. In 2020, insurance industry veterans Billy Palmer, Bryan Robertson and Cory Broadaway acquired Hatcher Insurance. As a partner in the URA model, they will continue operations as Hatcher Insurance.

123 DENTIST APPOINTS JEFF LEGER AS CEO TO LEAD NEXT PHASE OF GROWTH
123Dentist, one of Canada’s largest and fastest-growing dental support organizations (DSOs), announced today that Jeff Leger, most recently President of Shoppers Drug Mart, has been appointed Chief Executive Officer, effective July 2, 2025. He will report to Founder and current CEO Dr. Amin Shivji who will assume the role of Executive Chair and actively focus on driving the company’s clinical strategy and vision.

GLASS LEWIS COMPLETES ITS ACQUISITION OF ESGAIA
Glass Lewis completes its acquisition of Esgaia, a leading technology platform specializing in investment stewardship workflows and data management.

UNISON RISK ADVISORS ANNOUNCES IT’S NEWEST PARTNERSHIP WITH AVONDALE INSURANCE ASSOCIATES
Unison Risk Advisors is pleased to announce its newest partner, Avondale Insurance Associates, effective Oct. 17, 2024. Avondale is the fifth platform company to join the firm and is the first company to join URA’s non-retail division. This marks the 19th transaction overall since URA’s establishment in 2020.

UNISON RISK ADVISORS ANNOUNCES IT’S NEWEST PARTNERSHIP WITH ENDERS INSURANCE
Unison Risk Advisors is pleased to announce the addition of its newest partner, Enders Insurance. This is the fourth platform company to join the firm and the 18th transaction overall since URA’s establishment in 2020. Enders Insurance is an insurance brokerage firm offering property & casualty, employee benefits and personal insurance. Enders is based in Harrisburg with over 60 employees throughout its central Pennsylvania office locations including Lancaster, Reading and Middleburg. Family founded and currently led by Andrew Enders, the organization spans over three generations of serving their local communities.

PELOTON CAPITAL MANAGEMENT COMPLETES FINAL CLOSING OF SECOND FUND AT $550 MILLION
Peloton Capital Management (PCM), a Toronto-based private equity firm with a long-term approach to middle-market buyouts in the North American market, announced today that it has closed its second fund with total commitments of $550 million.

PELOTON CAPITAL MANAGEMENT INVESTS IN LAKEFIELD VETERINARY GROUP
Lakefield Veterinary Group (Lakefield), a family-owned veterinary hospital and veterinary practice acquisition company, today announced a strategic minority investment by Peloton Capital Management (PCM), a Toronto, Canada-based private investment firm with a long-term investment philosophy. Lakefield will remain majority-owned by the Desmarais family with a continued focus on preserving the independence and local legacy of their veterinarian partners.

PELOTON CAPITAL MANAGEMENT INVESTS IN TRILOGY FINANCIAL SERVICES
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.

PELOTON CAPITAL MANAGEMENT ANNOUNCES THREE HIRES
Peloton Capital Management (PCM), a Canadian private equity firm with a long-term approach to middle-market buyouts in the North American market today announced three new hires.

PELOTON CAPITAL MANAGEMENT ANNOUNCES TEAM PROMOTIONS
Peloton Capital Management (PCM), a Canadian private equity firm with a long-term approach to middle-market buyouts in the North American market today announced team promotions.

EHN CANADA RECOGNIZED ON GREATER TORONTO’S TOP EMPLOYERS LIST FOR 2023
Peloton Capital Management is proud to announce that Edgewood Health Network Canada (“EHN”) has been named on “Greater Toronto’s Top Employers” list for 2023.

PELOTON CAPITAL MANAGEMENT COMPLETES FIRST CLOSING OF PCM FUND II, ANNOUNCES LATEST INVESTMENT PARTNERSHIP
Peloton Capital Management completes first closing of PCM Fund II and announces latest investment partnership with Billyard Insurance Group.

GREG MASHINTER JOINS PELOTON CAPITAL MANAGEMENT AS PARTNER. JOE KAPRIELIAN PROMOTED TO VICE PRESIDENT
Peloton Capital Management (PCM), a Canadian private equity firm with a long-term approach to middle-market buyouts in the North American market today announced two key personnel changes.

123DENTIST AND ALTIMA DENTAL ANNOUNCE A STRATEGIC MERGER WITH SUPPORT FROM PELOTON CAPITAL, KKR, AND HEARTLAND DENTAL
123Dentist, Altima Dental, and Lapointe Group have entered into a merger agreement to create one of the largest dental support organizations in Canada, with nearly 350 supported dental practices.

P3 VETERINARY PARTNERS AND 123DENTIST RECOGNIZED ON CANADA’S BEST MANAGED COMPANIES LIST FOR 2022
Peloton Capital Management is proud to announce that two of our portfolio companies have been named to the "Canada's Best Managed Companies" list for 2022. Congratulations to Bruce Campbell and the P3 Veterinary Partners team and Amin Shivji and 123Dentist team on this achievement.

PELOTON CAPITAL MANAGEMENT ENTERS PARTNERSHIP WITH VICTORIA PARK MEDISPA
Peloton Capital Management (PCM) today announced its latest investment partnership with Victoria Park Medispa (Victoria Park), one of Canada’s largest networks of premium, physician-led medical aesthetics clinics.

UNISON RISK ADVISORS ANNOUNCES INVESTMENT PARTNERSHIP WITH PELOTON CAPITAL MANAGEMENT
Unison Risk Advisors (URA) today announced a strategic investment partnership with Peloton Capital Management (PCM) a Canadian private equity firm based in Toronto. This deal is expected to close March 31.

PELOTON CAPITAL MANAGEMENT HOLDS FINAL CLOSING OF FIRST FUND AT $550 MILLION
Peloton Capital Management (PCM), a Canadian private equity firm with a long-term approach to middle-market buyouts in the North American market, announced today that it has closed its first fund at $550 million.

PELOTON CAPITAL MANAGEMENT CONTINUES TO STRENGTHEN PORTFOLIO WITH INVESTMENT IN EHN CANADA
Peloton Capital Management (PCM) today announced an investment in Edgewood Health Network (EHN) Canada, a national provider of inpatient and outpatient mental health and addiction services.