Peloton Equity

Peloton Equity, LLC is a private equity firm established in 2014 and located in Greenwich, Connecticut. The firm focuses on growth capital, buyouts, and lower middle-market investments within the healthcare sector, specifically targeting services, clinical products, and IT/outsourced services. Peloton Equity typically invests between $15 million and $30 million in companies that generate revenues of $20 million to $200 million, with EBITDA ranging from $5 million to $10 million. The firm is open to taking control, majority, or minority positions in its investments and actively seeks co-investment opportunities.

Carlos Ferrer

Founding Partner

Theodore Lundberg

Co-Founder and Partner

Michael O’Rourke

Partner

Jack Riccio

Associate

Nicole Sansone

CFO

Andrew Theiss

Senior Associate

Justin Yang

Partner

8 past transactions

Friday Health Plans

Private Equity Round in 2022
Friday Health Plans, Inc. is a health insurance provider based in Denver, Colorado, that offers a range of health insurance products including individual plans, group plans, and Medicare plans. The company, which was incorporated in 2015 and originally known as Melody Health Insurance, rebranded in 2017 to reflect its commitment to simplifying the health insurance experience. Friday Health Plans aims to make health insurance more affordable and accessible by focusing on operational efficiency, customer service, and technology. Its products are available through the health insurance marketplace, licensed brokers, and the company's website, catering primarily to individuals and small businesses seeking health coverage.

AeroSafe Global

Private Equity Round in 2020
AeroSafe Global specializes in the development and production of aerogels and related materials designed for temperature-sensitive shipping needs. Operating primarily in the United States, the company addresses thermal insulation requirements for transporting biomedical, pharmaceutical, and other temperature-sensitive products. AeroSafe Global offers cold-chain services tailored for the biopharma industry, ensuring zero temperature excursions for clients and their products. Through proprietary packaging, logistics, and operational services, the company creates customized solutions that guarantee the safe delivery of sensitive biopharmaceuticals. Founded in 1995 and headquartered in Rochester, New York, AeroSafe Global also maintains additional offices in Kentucky, Nevada, Germany, and Canada.

Friday Health Plans

Venture Round in 2020
Friday Health Plans, Inc. is a health insurance provider based in Denver, Colorado, that offers a range of health insurance products including individual plans, group plans, and Medicare plans. The company, which was incorporated in 2015 and originally known as Melody Health Insurance, rebranded in 2017 to reflect its commitment to simplifying the health insurance experience. Friday Health Plans aims to make health insurance more affordable and accessible by focusing on operational efficiency, customer service, and technology. Its products are available through the health insurance marketplace, licensed brokers, and the company's website, catering primarily to individuals and small businesses seeking health coverage.

AeroCare Direct

Private Equity Round in 2019
AeroCare Direct is a company based in Orlando, Florida, that specializes in distributing home medical equipment across the United States. It provides a range of products focused on respiratory therapy, including oxygen machines, CPAP/BiPAP devices, nebulizers, and associated supplies. The company caters primarily to patients suffering from chronic respiratory conditions such as Chronic Obstructive Pulmonary Disease (COPD), Congestive Heart Failure (CHF), and Obstructive Sleep Apnea (OSA). In addition to respiratory products, AeroCare Direct also offers durable medical equipment such as wheelchairs, walkers, and canes. Notably, AeroCare Direct allows patients to purchase CPAP and respiratory supplies directly, offering an alternative to insurance-based transactions, which can often be costly or limited.

AeroSafe Global

Venture Round in 2019
AeroSafe Global specializes in the development and production of aerogels and related materials designed for temperature-sensitive shipping needs. Operating primarily in the United States, the company addresses thermal insulation requirements for transporting biomedical, pharmaceutical, and other temperature-sensitive products. AeroSafe Global offers cold-chain services tailored for the biopharma industry, ensuring zero temperature excursions for clients and their products. Through proprietary packaging, logistics, and operational services, the company creates customized solutions that guarantee the safe delivery of sensitive biopharmaceuticals. Founded in 1995 and headquartered in Rochester, New York, AeroSafe Global also maintains additional offices in Kentucky, Nevada, Germany, and Canada.

Arcadia Solutions

Venture Round in 2017
Arcadia Solutions, LLC specializes in electronic health record (EHR) data aggregation and analytics for the healthcare industry. Founded in 2002 and based in Burlington, Massachusetts, the company delivers a range of services and proprietary software to large healthcare providers, payors, accountable care organizations, and health information exchanges. Arcadia focuses on integrating data from over 30 EHR platforms and enhances it with claims and operational data to improve patient care quality, practice efficiency, and financial performance. The company offers IT services tailored for accountable care organizations, consulting services, EHR implementation and optimization, health systems performance management, and information security. Additionally, Arcadia provides a customizable suite of solutions for managing health IT infrastructures and technology systems, including a service desk, performance monitoring, and hardware lifecycle management. Its clients include hospitals, large health systems, independent practice associations, and community health centers across the nation.

IDX

Venture Round in 2016
ID Experts brings simplicity and efficiency to the complex world of data privacy, security, and fraud prevention, through innovative software and service solutions. The personal data your organization captures, stores, and transmits is both a necessity and a liability. The risk of a data breach has never been so high. Neither have the consequences of not complying with federal/state privacy and security regulations like HIPAA/HITECH and GLBA. ID Experts’ focus is to minimize these risks.

Arcadia Solutions

Private Equity Round in 2015
Arcadia Solutions, LLC specializes in electronic health record (EHR) data aggregation and analytics for the healthcare industry. Founded in 2002 and based in Burlington, Massachusetts, the company delivers a range of services and proprietary software to large healthcare providers, payors, accountable care organizations, and health information exchanges. Arcadia focuses on integrating data from over 30 EHR platforms and enhances it with claims and operational data to improve patient care quality, practice efficiency, and financial performance. The company offers IT services tailored for accountable care organizations, consulting services, EHR implementation and optimization, health systems performance management, and information security. Additionally, Arcadia provides a customizable suite of solutions for managing health IT infrastructures and technology systems, including a service desk, performance monitoring, and hardware lifecycle management. Its clients include hospitals, large health systems, independent practice associations, and community health centers across the nation.
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