Portsmouth, United States
Peloton Advisory LLC is a financial services startup founded in 2015. Their slogan "Strategic M&A Advisory Services to Successful, Privately Held Businesses" encapsulates their core offerings. The company specializes in providing strategic merger and acquisition advisory services to successful privately-held businesses. They take pride in their independence and the relationships they have built with entrepreneurs, their management teams, and trusted advisors.
Peloton differentiates itself by offering customized solutions to address specific client goals. These could range from preserving the legacy of a business, finding the best next majority owner who aligns with the company's values, maximizing the value of the business leading to a monetization event, to educating on potential investors or buyers, rewarding key managers, and optimizing charitable intentions during a monetization event. The company is known for its engagement with entrepreneurs as they navigate through the complexities of a majority ownership transaction.
