Lee Equity and Coastwood Recapitalize Integral Senior Living and Partner with Discovery Senior Living

Lee Equity Partners and Coastwood Recapitalize Discovery Senior Living

October 13, 2022

Healthcare Services

Funds advised by Lee Equity Partners and Coastwood Senior Housing Partners agreed to recapitalize Discovery Senior Living in October 2022. The recapitalization will fund Discovery's continued national expansion and operational platform enhancements; Dan Decker of Coastwood will assume the role of chairman upon closing. Discovery is a Bonita Springs, Florida–based senior living operator with a multi-branded portfolio of more than 110 communities and ~15,000 homes or homes under development.

Redwood Capital Investments and McCarthy Capital Recapitalize LCS

January 3, 2022

Healthcare Services

Life Care Services (LCS) completed a planned recapitalization that brings Redwood Capital Investments in as a new capital partner while renewing ownership commitments from McCarthy Capital and LCS employee shareholders. The undisclosed transaction provides evergreen capital to support LCS's long-term strategic plan to grow real estate ownership, strengthen infrastructure and third-party management capabilities, and invest in its workforce and growth initiatives.

Carisk Partners Recapitalizes with Lee Equity Partners and Elements Health Investors

December 4, 2023

Healthcare Services

Carisk Partners, a Miami-based specialty risk transfer and care coordination company focused on the workers' compensation market, completed a recapitalization led by Lee Equity Partners and Elements Health Investors. The transaction (previous sponsor MBF Healthcare Partners) will fund Carisk's expansion and investments in products and services to strengthen its care coordination and value-based clinical offerings.

Argosy Healthcare Partners Recapitalizes Integrated Solutions (IS Benefits)

November 4, 2025

Insurance

Argosy Healthcare Partners completed a recapitalization and partnership with Integrated Solutions for Benefits and Insurance Services (IS Benefits), a Hooksett, New Hampshire–based stop-loss and employee benefits consulting firm. The investment will support IS Benefits' technology investments, geographic expansion, and scaled delivery of stop-loss underwriting, specialty drug management, and claims auditing services.

Institutional Shareholder Services Acquires Discovery Data from Northlane Capital Partners

December 9, 2021

Data & Analytics

Institutional Shareholder Services (ISS) has acquired Discovery Data Holdings, a provider of market intelligence and data for the financial services industry, from Northlane Capital Partners. The deal brings Discovery Data into ISS Market Intelligence to expand ISS’s data, analytics, and market intelligence capabilities for asset managers, insurers, and fintechs.

Lee Equity Acquires Majority Stake in The Living Company

October 15, 2019

Logistics & Distribution

Lee Equity Partners acquired a majority ownership interest in The Living Company (operating under the University Furnishings brand), an asset-light FF&E logistics and installation provider headquartered in Dallas, Texas. TZP exited its investment while Platform Ventures retained an equity stake; financial terms were not disclosed. Lee Equity said it will work with management to accelerate growth into hospitality, workforce housing, senior living and other verticals through organic initiatives and acquisitions.