Lee Equity Partners

Lee Equity Partners is a middle-market private equity firm based in New York, founded in 2006. The firm focuses on partnering with entrepreneurs, founders, and management teams primarily in the financial and healthcare services sectors. Lee Equity Partners aims to build companies with high growth potential by investing in business services, financial services, and healthcare services. As a Registered Investment Adviser, the firm emphasizes collaboration with top-tier management teams to drive success in their investments.

John Eppler

Vice President

Mark Gormley

Partner

Benjamin Hochberg

Partner

Courtney Kelly

Principal

Geoff Lieberthal

Partner

Danny Rodriguez

Partner

36 past transactions

Cooper Parry Group

Acquisition in 2024
Cooper Parry Group is an established accounting firm founded in 1850 and headquartered in Derby, England. The firm specializes in a range of services including auditing, taxation, corporate finance, restructuring, wealth management, and transactional support. Cooper Parry primarily serves privately held enterprises, family businesses, business owners, management teams, as well as venture capital and private equity firms. By focusing on these sectors, the firm aims to provide tailored financial solutions that meet the unique needs of its diverse clientele.

Axis Insurance

Private Equity Round in 2024
Axis Insurance is an agency that provides liability, fiduciary, risk, garage, aerospace, property, and auto insurance services.

PCS Retirement

Acquisition in 2024
PCS Retirement is an independent provider of retirement services focused on delivering conflict-free recordkeeping solutions for advisors, financial institutions, employers, and individuals. The company offers a comprehensive platform that includes business development tools and data-driven technology to support various retirement plans. By prioritizing exceptional customer service, PCS Retirement aims to minimize the administrative burden on clients while ensuring that retirement plans remain standout employee benefits. Their commitment to transparency means they operate without hidden agendas or conflicts of interest, allowing clients to approach retirement with confidence.

Carisk Partners

Private Equity Round in 2023
Carisk Partners provides quality care coordination and risk-transfer solutions in workers' compensation.

TESSCO

Acquisition in 2023
TESSCO Technologies (NASDAQ:TESS), is Your Total Source® for making wireless work. The convergence of wireless and the Internet is revolutionizing the way they live, work and play. New systems and applications are creating opportunities and challenges at an unprecedented rate. TESSCO is there, thinking in new ways for exceptional outcomes. TESSCO architects and delivers, with innovation, productivity and speed, the product and value chain solutions to organizations responsible for building, using and maintaining wireless broadband systems.

Integral Senior Living

Venture Round in 2023
Integral Senior Living is providing quality senior care, a fulfilling work environment, and targeted financial returns. It is dedicated to the development and operation of successful residential living environments for seniors. It delivers senior care environments, fulfilling workplaces, and targeted financial returns.

Bradford Health Services

Acquisition in 2022
Bradford Health Services, headquartered in Birmingham, Alabama, is a prominent provider of substance abuse treatment and recovery services in the Southeastern United States. Operating 30 clinical facilities, Bradford offers a comprehensive range of services including early intervention, crisis response, intensive outpatient care, partial hospitalization, residential care, inpatient detox, and transitional living programs. The organization also provides family support and faith-based rehabilitation options to effectively address the needs of individuals affected by substance use disorders. With a long-standing commitment to recovery, Bradford Health Services plays a crucial role in supporting patients on their journey to sobriety.

Discovery Senior Living

Venture Round in 2022
Discovery Senior Living is a real estate company specializing in the development and operation of senior living communities across the United States. The organization focuses on creating authentic lifestyle experiences that reflect the local culture and traditions of each region. It offers a range of services, including personalized care, resort-style living, and Medicare-certified home healthcare. By designing and marketing senior living communities, Discovery Senior Living aims to meet the diverse needs of its residents, ensuring they receive tailored support and a high quality of life.

Therapy Partner Solutions

Private Equity Round in 2022
Therapy Partner Solutions Holdings is the parent organization for five uniquely positioned companies within the therapy industry. Designed to provide services across the continuum of care, Therapy Partner Solutions companies are among the industry’s best when it comes to optimizing operations, finance, staffing, recruiting, compliance and billing. Collectively, these companies employ over 600 professionals, servicing clients & partners across the US. The outpatient clinic partnership model developed by Therapy Partner Solutions is designed to enable clinic owners to share in the ongoing value created as their practice grows, while also participating in the expansion of their clinic footprint

Unlimited Technology

Acquisition in 2021
Unlimited Technology is a security and investigations company that focuses on providing comprehensive technology services for various sectors, including critical infrastructure, transportation, commercial real estate, finance, municipal services, and education. The company specializes in security systems integration, offering solutions such as access control, closed-circuit television (CCTV), intercom and communication systems, and perimeter security assessments. Additionally, Unlimited Technology provides life safety systems, network integration, and cybersecurity services. By delivering these integrated solutions, the company enhances operational efficiency and equips clients with real-time insights across Internet of Things (IoT) devices.

Pure Financial Advisors

Private Equity Round in 2021
Pure Financial Advisors is a financial services firm headquartered in San Diego, California, founded in 2007 by Michael Fenison and Paul M. Miller. The company specializes in providing comprehensive financial advice and asset management primarily for pre-retirees and retirees. It focuses on tax-centric financial planning, offering services that include retirement planning, tax planning, risk management, investment planning, asset allocation, and portfolio management. Through the expertise of qualified financial professionals, Pure Financial Advisors assists clients in evaluating their portfolios to ensure alignment with their financial goals.

Simplicity

Secondary Market in 2020
Simplicity is a company that specializes in providing a range of services including sales and marketing strategies, education, training, insurance, and wealth management solutions. It focuses on delivering innovative insurance services and investment opportunities, as well as business development solutions, to meet the diverse needs of its clients. Through its comprehensive offerings, Simplicity aims to enhance the operational effectiveness and financial success of businesses in the insurance sector.

Integrated Medical Professionals

Acquisition in 2020
Integrated Medical Professionals, PLLC is a healthcare provider based in Farmingdale, New York, specializing in urology, radiation oncology, and pathology services. Established in 2006, the company is dedicated to delivering advanced medical treatments, including therapies for urinary incontinence such as Botox, sacral neuromodulation, and percutaneous tibial neuromodulation. Additionally, it offers the MonaLisa Touch laser therapy, which focuses on improving patient outcomes and satisfaction through innovative diagnostic and therapeutic services. Integrated Medical Professionals aims to enhance the quality and efficiency of healthcare delivery in its specialized fields.

Cosmetic Solutions

Private Equity Round in 2019
Cosmetic Solutions, Inc. is a prominent manufacturer specializing in the development and contract manufacturing of private label skin, body, and hair care products. Based in Pompano Beach, Florida, the company offers a diverse range of items, including cleansers, toners, exfoliators, moisturizers, anti-oxidants, specialty products, and formulations for men. In addition to skin and body care, it provides hair and makeup products, such as mineral loose powder and specialty hair care items. Cosmetic Solutions emphasizes high-quality, innovative formulations that adhere to strict quality control standards. The company also offers branding and packaging services, as well as scientific research and development, serving a global clientele including physicians, established brands, and emerging businesses. Founded in 1992, Cosmetic Solutions combines expertise in both cosmetic science and market trends to create effective personal care products.

Cosmetic Solutions

Acquisition in 2019
Cosmetic Solutions, Inc. is a prominent manufacturer specializing in the development and contract manufacturing of private label skin, body, and hair care products. Based in Pompano Beach, Florida, the company offers a diverse range of items, including cleansers, toners, exfoliators, moisturizers, anti-oxidants, specialty products, and formulations for men. In addition to skin and body care, it provides hair and makeup products, such as mineral loose powder and specialty hair care items. Cosmetic Solutions emphasizes high-quality, innovative formulations that adhere to strict quality control standards. The company also offers branding and packaging services, as well as scientific research and development, serving a global clientele including physicians, established brands, and emerging businesses. Founded in 1992, Cosmetic Solutions combines expertise in both cosmetic science and market trends to create effective personal care products.

The Living Co

Acquisition in 2019
The Living Company is a global furniture design and manufacturing firm based in Dallas. A sister division to University Furnishings – the largest supplier of furniture to luxury off-campus student residences – The Living Company was created to expand thier offerings and expertise to the hotel industry and beyond. With over 10 years in the furnishings business and a 100% client retention rate, their furniture has a reputation for withstanding the wear and tear that comes with high occupancy residences, providing their clients with maximum return on their investment. They deliver a seamless client experience – giving you total peace of mind from concept generation to project completion.

K2 Insurance Services

Acquisition in 2019
K2 Insurance Services, LLC is a San Diego-based holding company specializing in providing niche insurance products through its network of managing general agencies (MGAs). Founded in 2011, the company underwrites and distributes a diverse array of insurance offerings, including coverage for manufactured homes, low-value dwellings, motorcycles, and surety bonds. K2 Insurance Services effectively manages and services over $650 million in annual premiums, catering to both commercial and personal insurance markets. The company focuses on high-hazard exposures, such as workers’ compensation for commercial transportation, ensuring that it meets the unique needs and risks of its clients across various industries.

McLarens

Private Equity Round in 2018
McLarens, Inc. is a global provider of claims management, loss adjusting, auditing, and pre-risk and damage surveying services. Founded in 1931 and based in Norcross, Georgia, the company addresses a diverse range of sectors including property, aviation, casualty, marine, and agriculture. Its property claims management encompasses various industries such as hospitality, healthcare, and technology, offering services like loss valuation, business interruption assistance, and integrated support for major incidents. In the aviation sector, McLarens Aviation delivers specialized claims and risk management solutions, having evolved from its previous identity as Airclaims after its acquisition in 2014. The company also manages casualty claims across multiple liability categories, and provides marine services, including loss prevention surveys and recovery support. Additionally, McLarens offers auditing services that encompass reinsurance treaty audits and litigation support. With offices across the United States, Europe, Asia Pacific, and beyond, McLarens is well-positioned to serve clients worldwide.

Summit BHC

Private Equity Round in 2017
Summit Behavioral Healthcare is an Atlanta-based provider of addiction treatment and behavioral health services. It was established to develop and operate a network of leading behavioral health centers throughout the country. Summit BHC’s sole focus is on the provision and management of specialty chemical dependency and addiction disorder services within a flexible and dynamic continuum of care. Their treatment facilities are specialized solely in helping adults and families suffering from addiction to alcohol and other drugs while offering a solution to the stressors that drive the addiction, providing a path to change and ensuring ongoing support for a restored life.

Westfall Technik

Private Equity Round in 2017
Westfall Technik is combining core competencies across an international group of companies. Our goal is to provide highly efficient, highly productive manufacturing solutions to serve the medical, packaging, and consumer goods market spaces.

KMAC Enterprises

Acquisition in 2016
KMAC Enterprises is the leading operator of Taco Bell and KFC with a vision to be Premier Taco Bell Employer.

Mediamorph

Series C in 2016
Mediamorph’s mission is to boost business performance and accelerate content value across the entertainment ecosystem. The company's platform provides actionable insights into financial, rights and consumption information, enabling content providers to stay connected to the rapidly growing ecosystem and complex world of video distribution.

Inception Fertility

Private Equity Round in 2016
Inception Fertility is a medical company focused on providing comprehensive fertility care to individuals and couples seeking to build families. The company specializes in in vitro fertilization (IVF) services, alongside a range of clinical care and patient experience offerings. By addressing the needs of those facing challenges with natural conception, Inception Fertility aims to support patients throughout their fertility journeys with expert care and personalized services.

Aimbridge Hospitality

Private Equity Round in 2013
Aimbridge Hospitality Holdings, LLC is a hotel investment and management firm based in Plano, Texas, founded in 2013. The company specializes in owning, managing, and investing in a diverse range of hotel properties, which include franchise-branded, independent, luxury, boutique, and lifestyle hotels and resorts. Aimbridge offers comprehensive services that encompass hotel management, asset management, acquisition and development, renovation, repositioning, and consulting. By leveraging its scale and operational efficiency, Aimbridge aims to deliver superior returns for its strategic partners across various markets and economic cycles.

Cadent

Private Equity Round in 2013
Cadent, LLC is a New York-based company that specializes in data-driven solutions for the buying and selling of television advertising services. Founded in 2007, the company provides a range of offerings including linear television solutions, addressable television services, and a content monetization platform. Cadent serves various industries such as automotive, financial, pharmaceutical, and entertainment, enhancing the efficiency of advertising campaigns across national inventory sources, which include cable, broadcast, and digital media. By leveraging advanced data analytics, Cadent connects advertisers, agencies, operators, and media owners, promoting better outcomes for linear, addressable, and cross-screen campaigns.

Edelman Financial Engines

Acquisition in 2012
Edelman Financial Engines is a financial services firm that focuses on financial planning, retirement planning, personal finance, and consulting. Established in 1987 and based in Santa Clara, California, the firm offers a range of services including investment management, tax planning, and estate planning. By providing comprehensive financial guidance, Edelman Financial Engines aims to help individuals and families achieve their financial goals and secure their financial futures.

Captive Resources

Private Equity Round in 2012
Captive Resources, LLC is an advisory firm based in Schaumburg, Illinois, that specializes in supporting member-owned group captive insurance companies across various industries in the United States. Founded in 1985, the company provides a range of services including claims advocacy, operational oversight, risk management, financial services, and investment services. Its client base spans sectors such as manufacturing, distribution, construction, transportation, retail, food and beverage production, hospitality, and agribusiness, among others. Captive Resources focuses on empowering businesses to manage and control their insurance costs through the establishment and management of group captive insurance structures.

Eating Recovery Center

Private Equity Round in 2012
Eating Recovery Center is an international center providing comprehensive treatment for anorexia, bulimia, EDNOS and binge eating disorder. Under the personal guidance and care of Drs. Kenneth Weiner, Craig Johnson, Emmett Bishop and Ovidio Bermudez, programs provide a full spectrum of services for children, adolescents and adults that includes Inpatient, Residential, Partial Hospitalization, Intensive Outpatient and Outpatient Services. Our compassionate team of professionals collaborates with treating professionals and loved ones to cultivate lasting behavioral change. Denver-based facilities include the Behavioral Hospital for Adults, the Behavioral Hospital for Children and Adolescents, the Partial Hospitalization Program and Outpatient Services for Adults and the Partial Hospitalization Program for Children and Adolescents.

Skopos Financial

Private Equity Round in 2012
Skopos Financial, LLC is an automotive lender based in Irving, Texas, that specializes in the purchase and servicing of auto finance contracts from franchised dealers. Founded in 2011, the company focuses on offering financing solutions to assist individuals and families in acquiring reliable new and used vehicles. With a commitment to personalized service, Skopos Financial serves franchise dealers across several states, including Alabama, Arizona, Colorado, Florida, Georgia, Illinois, Indiana, Kansas, Kentucky, Maryland, Michigan, Missouri, Nevada, North Carolina, Ohio, Oklahoma, South Carolina, Tennessee, Texas, Virginia, and West Virginia. The company aims to provide families with safe and accessible personal transportation options.

Papa Murphy s International LLC

Acquisition in 2010
Papa Murphy's offers handmade and custom pizza, salads, cheesy bread, chocolate chip cookie dough, cinnamon wheels, and soft drinks.

Independent Bank

Private Equity Round in 2010
Independent Bank provides checking and savings accounts, debit cards, online banking, including online account opening, mobile banking, eStatements, bank-by-mail, and direct deposit services. They also offer business accounts and management services, including business checking, business savings, and treasury management services.

Universal American

Private Equity Round in 2009
Universal American is a New York Stock Exchange company with annual revenues of more than $2 billion. Through our family of healthcare companies, we provide health benefits to people covered by Medicare and/or Medicaid. We are dedicated to working collaboratively with healthcare professionals in order to improve the health and well-being of those we serve and reduce healthcare costs.

PDR Network

Private Equity Round in 2009
Trusted by generations of healthcare providers, PDR delivers innovative health knowledge products and services that support prescribing decisions and patient adherence to improve health. As a leading provider of behavior-based prescription management programs, PDR provides event-driven and clinically relevant healthcare messaging through its patented process that improves patient compliance and outcomes, while preserving privacy. This network is made up of e-prescribing, electronic medical record (EMR), and electronic health record (EHR) applications, chain and independent pharmacies, and sponsors of healthcare-related education such as pharmaceutical manufacturers, health plans, payers, and pharmacy benefit managers.

MidCap Financial

Private Equity Round in 2008
MidCap Financial is a middle market-focused, specialty finance firm that provides senior debt solutions to companies across all industries. We provide a broad array of products intended to finance growth and manage working capital. As of January 2015, MidCap Financial has over $3 billion of commitments under management. Since our founding in 2008, we have been working with management teams and sponsors to deliver thoughtful and cost effective debt solutions. Companies need a lender that understands their business and has the creativity and flexibility to provide financing solutions that are suited to their needs. At MidCap Financial, our years of experience, strong balance sheet, and flexibility make us the lender of choice for companies across all stages of growth and complexity. MidCap Financial is managed by Apollo Capital Management, L.P., a subsidiary of Apollo Global Management, LLC, pursuant to an investment management agreement. Apollo Global Management is one of the world's largest asset managers with over $160B of assets under management (as of January 2015), providing market leading industry expertise, market reach, and financing synergies.

Deb Shops

Acquisition in 2007
Deb Shops is a shopping destination for young women looking for the perfect fashion finds at affordable prices.
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