Peloton Advisory LLC

Investment BankingUnited States2-10 Employees

At Peloton, we provide strategic merger & acquisition advisory services to successful privately-held businesses. 

Peloton is a partnership comprised of professionals with distinct unique competencies that best serve entrepreneurs as they lead up to and through a majority ownership transaction. We’re independently owned and take pride in the relationships we’ve built with entrepreneurs, their management teams and trusted advisors. 

We provide customized solutions to address key questions and achieve our clients’ goals. Those questions/goals have included: 

1. Help me preserve the legacy that I have spent my entire professional career cultivating.
2. Help me find the best next majority owner that values my company's culture, mission, vision, employees and customers.
3. Help me ensure that I am maximizing the value of my company leading to a monetization event.
4. Help educate me on what types of Investors / Buyers might be interested in my business
5. How do I effectively reward / incentivize my key managers to help achieve my personal and business goals.
6. How can I maximize my charitable intentions when I monetize my largest asset, my privately-owned business.

Any many more.

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