Peloton Advisory LLC

Investment BankingNew Hampshire, United States2-10 Employees

Peloton Advisory LLC operates in the investment banking sector, specializing in strategic merger and acquisition advisory for privately held businesses. The firm focuses on guiding entrepreneurs through majority ownership transactions, offering customized solutions aimed at preserving legacy, aligning with a suitable next majority owner, maximizing value for monetization, and educating clients about potential investors or buyers. Its approach centers on maintaining culture, mission, and stakeholder relationships while providing guidance on management incentives and charitable considerations tied to monetization outcomes.

Headquartered in Portsmouth, New Hampshire, Peloton describes itself as independently owned and built on collaborations with entrepreneurs, their management teams, and trusted advisors. The company emphasizes a boutique, relationship-driven model within a market that includes larger, multi-national consulting and advisory firms, positioning itself to address nuanced needs of privately held businesses during ownership transitions.

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