Tracked deals
40
40 tracked deals across 2019-2026.
Private Equity Firm
Financial Services
Lee Equity Partners
New York, New York, United States
Lee Equity Partners is a middle-market private equity firm that partners with entrepreneurs, founders, and management teams to accelerate growth in financial services and healthcare services using a thematic investment approach.
- Focus Areas
- Private equity, Middle-market buyouts, Growth capital investments
- Website
- www.leeequity.com
Recent pace
2
2 tracked deals announced in the last 12 months.
Deal mix
Addon
18 addon · 12 buyout · 5 growth capital
Lee Equity Partners Acquisition Volume by Year
Last 8 years
Actual
Full-year estimate
Supporting Data
Recent Transactions
Showing the 12 most recent of 40 tracked deals for Lee Equity Partners.
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September 9, 2026
- Buyer
- Lee Equity Partners, LLC
- Target
- Marwood Group
- Industry
- Consulting
- Location
- New York, United States
- Type
- Growth capital
Funds managed by Lee Equity Partners made a strategic investment in Marwood Group, a healthcare-focused advisory and consulting firm. The investment is intended to support growth, innovation, acquisitions, senior hires, and expansion into additional client segments and capabilities.
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- Buyer
- Lee Equity Partners
- Target
- KCIC
- Industry
- Professional Services
- Location
- United States
- Type
- Buyout
Lee Equity Partners announced the acquisition of KCIC, a Washington, DC-based consulting firm that helps corporate clients manage complex litigation liabilities, insurance assets, and risk-related data challenges. The deal expands Lee Equity’s Insurance Services platform and is intended to accelerate KCIC’s technology-enabled consulting offerings, including its Ligado software platform.
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- Buyer
- Lee Equity Partners
- Target
- McLarens Global Limited
- Seller
- Existing shareholders
- Industry
- Insurance
- Location
- Georgia, United States
- Type
- Recapitalization
Lee Equity Partners led a $1.6 billion recapitalization of McLarens Global Limited, with participation from several institutional investors, giving existing shareholders the option of partial liquidity while providing McLarens significant new growth capital. McLarens is a global provider of technical insurance claims and risk consulting services with roughly 1,600 experts across a broad international footprint; the capital will support continued geographic expansion and capability build-out.
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October 6, 2025
- Buyer
- Lee Equity Partners, LLC (funds managed by)
- Target
- Arcadian Risk Capital
- Seller
- SiriusPoint (will sell all 49% of its ownership stake)
- Industry
- Insurance
- Location
- Bermuda
- Type
- Growth capital
Arcadian Risk Capital entered into a strategic partnership with funds managed by Lee Equity Partners, a growth-oriented middle-market investment firm, to accelerate Arcadian’s expansion into new lines of business and geographies. The transaction is expected to close before the end of Q1 2026, subject to customary closing conditions and regulatory approvals, with SiriusPoint selling its entire 49% stake in Arcadian.
-
July 2, 2025
- Buyer
- Bradford Health Services, Lee Equity Partners
- Target
- The Last Resort Recovery Center, Crestone Wellness, The Chapter House
- Industry
- Healthcare Services
- Location
- Texas, United States
- Type
- Addon
Bradford Health Services, a PE-backed behavioral health provider, has acquired three Texas-based programs: The Last Resort Recovery Center (Smithville), Crestone Wellness (Taylor), and The Chapter House (Dallas–Fort Worth). The add-on deal expands Bradford’s footprint across Central and North Texas and is supported by investor Lee Equity Partners to accelerate regional growth and clinical integration.
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April 21, 2025
- Buyer
- Pure Financial Advisors, LLC, Lee Equity Partners, LLC, Emigrant Partners
- Target
- Fairhaven Wealth Management, LLC
- Industry
- Wealth Management
- Location
- Illinois, United States
- Type
- Addon
Pure Financial Advisors, a San Diego-based fee-only RIA backed by Lee Equity Partners and Emigrant Partners, has acquired Fairhaven Wealth Management, an independent financial planning and investment management firm based in Wheaton, Illinois with nearly $900 million in client assets. The acquisition expands Pure's presence in the Chicago / Midwest market and enhances its retirement consulting capabilities.
-
- Buyer
- Pure Financial Advisors, LLC, Lee Equity Partners, Emigrant Partners LLC
- Target
- Personal Investment Management, Inc.
- Industry
- Financial Services
- Location
- Washington, United States
- Type
- Addon
Pure Financial Advisors, LLC (PE-backed RIA) has acquired Personal Investment Management, Inc. (PIM), a Seattle-area financial advisory firm with roughly $567 million in regulatory AUM. The deal, which closed March 14, 2025, expands Pure's presence in the Pacific Northwest and integrates PIM's advisory team and clients into Pure's Seattle / Mercer Island operations.
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December 10, 2024
- Buyer
- Lee Equity Partners (funds managed by)
- Target
- Cooper Parry
- Seller
- Waterland Private Equity
- Industry
- Professional Services
- Location
- United Kingdom
- Type
- Buyout
Funds managed by New York-based Lee Equity Partners will take a majority stake in UK accountancy and business advisory firm Cooper Parry, succeeding Waterland Private Equity as the firm's capital partner. The investment will provide financing to accelerate Cooper Parry's organic growth and M&A-led expansion as it builds a next‑generation professional services platform; the deal is expected to close in H1 2025 subject to regulatory approvals.
-
October 1, 2024
- Buyer
- Carisk Partners, Lee Equity Partners, Elements Health Investors
- Target
- HeadsUp Healthcare
- Industry
- Healthcare Services
- Location
- Florida, United States
- Type
- Addon
Carisk Partners has acquired HeadsUp Healthcare, a specialty managed care company focused on above-the-neck injuries, expanding Carisk’s capabilities in workers' compensation care coordination. The deal, supported by Carisk’s backers Lee Equity Partners and Elements Health Investors, will keep HeadsUp operating as a subsidiary while integrating Carisk’s Pathways 2 Recovery resources to broaden clinical and behavioral services.
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September 25, 2024
- Buyer
- Bradford Health Services, Lee Equity Partners
- Target
- Lakeview Health
- Industry
- Healthcare Services
- Location
- Florida, United States
- Type
- Addon
Bradford Health Services, a Lee Equity–backed provider of addiction treatment, has acquired Lakeview Health, a Jacksonville-based behavioral health provider that operates specialized programs including The Rose, The Star, Koru Spring, and Stepping Stones. The transaction expands Bradford’s clinical capabilities and geographic footprint across the Southeast, integrating Lakeview’s gender-specific and eating-disorder programs into Bradford’s nationwide treatment network.
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- Buyer
- Lee Equity Partners, LLC
- Target
- Axis Insurance Managers Inc.
- Industry
- Insurance
- Location
- British Columbia, Canada
- Type
- Growth capital
Funds managed by Lee Equity Partners have made a growth investment in Axis Insurance Managers Inc., a Vancouver-based specialty insurance brokerage. Axis founder and CEO Alex Meier retained a majority stake; the capital will be used to accelerate growth and support national expansion across Canada.
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- Buyer
- Solaris Health Holdings, Lee Equity Partners
- Target
- Urological Services
- Industry
- Healthcare Services
- Location
- Michigan, United States
- Type
- Addon
Solaris Health Holdings announced that Urological Services of Flint, Michigan has joined as an affiliate; terms were not disclosed. Urological Services brings 10 providers who care for over 18,000 unique patients annually, and the addition expands Solaris' national urology platform (backed by Lee Equity Partners) to more than 650 providers across 13 states.
Related Acquisition Pages
Healthcare Services Buyers & Acquisitions
17 tracked deals by Lee Equity Partners.
Financial Services Buyers & Acquisitions
6 tracked deals by Lee Equity Partners.
Telecommunications Buyers & Acquisitions
4 tracked deals by Lee Equity Partners.
Insurance Buyers & Acquisitions
3 tracked deals by Lee Equity Partners.
Acquisitions in Florida
8 tracked deals by Lee Equity Partners.
Acquisitions in California
4 tracked deals by Lee Equity Partners.
Acquisitions in Michigan
3 tracked deals by Lee Equity Partners.
Acquisitions in Pennsylvania
3 tracked deals by Lee Equity Partners.
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