DEPLOYING CAPITAL AND EXPERIENCE TO TURN VISION INTO REALITY

 

Peloton Equity ("Peloton") is a growth capital investor with over 20 years of experience in healthcare. Founded in 2014 as the successor firm to Ferrer Freeman & Company, Peloton specializes in partnering with healthcare companies that have the right leadership, market potential, and business model to drive growth. By leveraging both our extensive healthcare network and disciplined investment approach, we aim to create lasting value for our portfolio companies.

The name Peloton reflects our collaborative approach. Like a peloton of cyclists, we gain speed, strength, and efficiency by working closely with management teams to accelerate their company's growth and drive value creation.

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Pioneers In Healthcare Private Equity Investing

 
100+

years of combined healthcare private equity investing experience

35+

healthcare portfolio company investments

$900+

million invested

26

healthcare portfolio exits, including 5 IPOs

Our Approach


see potential

Peloton recognizes that the U.S. healthcare industry, valued at over $4 trillion, is highly fragmented, complex, and growing at an unsustainable pace. Major trends like payment model redesign, consumerism, advances in therapies and diagnostics, and technology integration are reshaping the landscape for all stakeholders. We believe that lower-middle-market growth companies will drive the industry’s transformation.


support growth

Having invested across major subsectors of the healthcare industry, Peloton understands how market evolution and inherent complexities impact businesses. Our competitive advantage lies in partnering with companies to achieve bold growth objectives and adding value in critical areas where the industry faces the greatest challenges, including talent availability, industry credibility, IT strategy, and scaling operations.


deploy network

Built over 20+ years of healthcare investing, Peloton Nation is our unique professional network of 200+ trusted healthcare leaders. We engage Peloton Nation members at every stage of the investment process, leveraging their expertise to generate and test investment themes, source proprietary deals, support portfolio companies, and drive value creation. On average, nine members contribute to due diligence for each portfolio company, and we’ve added over 50 board members and C-suite executives post-investment.

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We partner with companies that have established several of the following:

 
 
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Proven business model

Market adoption, typically represented by $10-200 million in revenue and/or $(10)-10 million of EBITDA at investment.

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significant growth potential

Well‐positioned for transformational revenue and profit growth (3-5x+ over the life of the investment).

 
 
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Market-tested value proposition

Products and/or services that bring efficiency to the system, provide higher quality care, and/or lower overall healthcare costs.

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HIGH QUALITY MANAGEMENT AND BOARD

Results‐oriented culture with accomplished and experienced management.

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Potential for meaningful value add

The Peloton team has successfully invested in similar businesses and/or has access to resources that can help the company achieve its growth objectives.

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Peloton partners with management teams to build the infrastructure needed for scaling and to identify and optimize strategies for sustainable, strategic revenue growth. Our value creation playbook is shaped by decades of growth capital investing in the lower–middle-market. At the post-venture, pre-buyout stage where we invest, we believe that focusing on portfolio company revenue growth offers the most consistent and repeatable path to attractive equity returns.

While each company and situation is different, we believe our value creation playbook (described below) creates opportunities for multiple expansion and provides a clear pathway to long-term growth.

*For All Peloton team investments, including active investments as of 6/30/24


Establish the foundation

  • Refine the strategic vision and optimize the business model

  • Build and recruit high quality management team and board of directors

  • Professionalize governance with robust risk management and reporting processes

  • Implement data-driven decision making and analytics to drive value and reduce costs


Aggressively scale

  • Accelerate and expand the growth model

  • Enhance industry awareness and connectivity

  • Integrate and enhance the technology strategy

  • Pursue accretive M&A

  • Build brand with strategic partnerships and relationships

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INVESTMENTS

We build segment leaders in healthcare

Peloton leverages its growth company-building expertise, network and executive resources to transform lower-middle-market healthcare companies into industry leaders.


Peloton Equity investments include:

ACTIVE  Provider of cold chain packaging and logistics to the pharmaceutical, biopharmaceutical and medical device industries.

ACTIVE

Provider of cold chain packaging and logistics to the pharmaceutical, biopharmaceutical and medical device industries.

ACTIVE Provider of the only patented and scientifically proven green technology capable of washing and reusing plastic consumables to make labs sustainable, efficient, and resilient to supply chain disruptions.

ACTIVE

Provider of the only patented and scientifically proven green technology capable of washing and reusing plastic consumables to make labs sustainable, efficient, and resilient to supply chain disruptions.

ACTIVE  Provider of software and services for cyber breach and identity fraud protection.

REALIZED Strategic / SPAC – Acquired by ZeroFox and taken public via SPAC merger.

Provider of software and services for cyber breach and identity fraud protection.

ACTIVE Outsourced technology and workflow solutions for provider groups allowing clinicians to spend more time delivering patient care.

 

The members of Peloton’s investment team have pursued and consummated investments on behalf of Ferrer Freeman & Company:

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Our Team

Peloton’s investment team brings over 100 years of combined healthcare industry experience and more than 70 years in healthcare private equity. The firm’s founding partners have worked together for over 20 years, starting at Ferrer Freeman & Company, one of the pioneers in providing growth capital to healthcare companies. This deep experience forms the foundation of Peloton's expertise in building market-leading, strategically valuable healthcare businesses.

 

Operating Partners

 

Advisory Board

Latest News

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Connect


Peloton Equity

66 Field Point Road
2nd Floor
Greenwich, CT 06830

Telephone 203-532-8011
Fax 203-532-8016
ir@pelotonequity.com