Tracked deals
24
24 tracked deals across 2016-2026.
Private Equity Firm
Financial Services
Lightyear Capital
New York, New York, United States
New York-based private equity firm that partners with growing companies at the nexus of financial services and technology, healthcare, and business services. For over 20 years, Lightyear has worked with management and leveraged its industry expertise, advisor network, and operating resources to accelerate growth and build market-leading businesses.
- Focus Areas
- Fintech and payments, Asset and wealth management, Insurance services
- Website
- lycap.com
Recent pace
5
5 tracked deals announced in the last 12 months.
Deal mix
Buyout
10 buyout · 6 growth capital · 4 addon
Lightyear Capital Acquisition Volume by Year
Last 8 years
Actual
Full-year estimate
Supporting Data
Recent Transactions
Showing the 12 most recent of 24 tracked deals for Lightyear Capital.
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- Buyer
- Allworth Financial, Integrum Holdings, Lightyear Capital, Ontario Teachers' Pension Plan
- Target
- Sachetta, Arthur Stein Financial
- Industry
- Financial Services
- Location
- United States
- Type
- Addon
Allworth Financial acquired Sachetta, a Massachusetts-based wealth management and tax advisory firm with approximately $1.1 billion in assets under management. The company also acquired Arthur Stein Financial, a Bethesda, Maryland-based RIA focused on comprehensive financial planning for federal employees and retirees, expanding Allworth’s Greater Boston and Mid-Atlantic footprint.
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- Buyer
- Lightyear Capital, Unity Partners
- Target
- Prosperity Partners
- Industry
- Professional Services
- Location
- Illinois, United States
- Type
- Growth capital
Lightyear Capital is making a majority growth investment in Prosperity Partners, a Chicago-based tax, client accounting, and transaction support services firm. The deal is expected to close in Q3 2026, subject to regulatory approvals, while Unity Partners will retain a minority stake.
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July 7, 2026
- Buyer
- Lightyear Capital LLC
- Target
- Corestream
- Industry
- Cloud & SaaS
- Location
- Florida, United States
- Type
- Growth capital
Lightyear Capital announced a strategic investment in Corestream, a voluntary benefits and employee savings technology platform, to accelerate product innovation, platform expansion, and ecosystem growth. The deal supports further innovation in technology infrastructure and partner connectivity; transaction terms were not disclosed.
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- Buyer
- Goldman Sachs Alternatives (Private Equity business), Lightyear Capital
- Target
- Schellman
- Industry
- Cybersecurity
- Location
- United States
- Type
- Growth capital
Lightyear Capital, the majority investor in Schellman since 2021, announced that Schellman is receiving a strategic investment from the Private Equity business at Goldman Sachs Alternatives. The investment is intended to accelerate Schellman’s next phase of growth, including capability expansion and scaling the team, and the transaction is expected to close in Q2 2026 subject to regulatory approvals.
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February 4, 2026
- Buyer
- Lightyear Capital
- Target
- PayByPhone
- Seller
- Corpay
- Industry
- Payments & Fintech
- Location
- British Columbia, Canada
- Type
- Buyout
Lightyear Capital has signed an agreement to acquire PayByPhone, a global provider of mobile parking payments and parking management software, from Corpay. The deal is expected to close in the second quarter of 2026, subject to regulatory approvals, and PayByPhone will operate as a stand-alone independent business under Lightyear’s ownership.
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- Buyer
- CuraLinc Healthcare, Lightyear Capital
- Target
- CorpCare Associates, Inc.
- Seller
- CorpCare Associates, Inc.
- Industry
- Healthcare Services
- Location
- United States
- Type
- Addon
CuraLinc Healthcare, backed by Lightyear Capital, has acquired the employee assistance program (EAP) business of CorpCare Associates, Inc. The deal brings CorpCare’s high-touch EAP clients onto CuraLinc’s platform and expands CuraLinc’s presence in the Southeastern United States while broadening its behavioral health and wellbeing offerings.
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April 23, 2025
- Buyer
- Lightyear Capital LLC, BHMS Investments, LP, King Risk Partners management
- Target
- King Risk Partners
- Industry
- Insurance
- Location
- Florida, United States
- Type
- Growth capital
Lightyear Capital completed a growth investment in King Risk Partners alongside existing shareholder BHMS Investments, with King’s management rolling equity and participating. The capital will support King’s continued geographic and end-market expansion as the retail insurance brokerage pursues organic growth and additional acquisitions.
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- Buyer
- CuraLinc Healthcare, Lightyear Capital
- Target
- Wellspring EAP
- Seller
- Wellspring Family Services
- Industry
- Healthcare Services
- Location
- Washington, United States
- Type
- Divestiture
CuraLinc Healthcare has acquired the Employee Assistance Program (EAP) business from Seattle-based nonprofit Wellspring Family Services, with support from CuraLinc’s primary investor Lightyear Capital. The transaction transfers Wellspring’s EAP clients and services to CuraLinc to expand the company’s mental health and wellbeing offerings and ensure continuity of care for employer clients in the Pacific Northwest and nationwide.
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October 29, 2024
- Buyer
- CuraLinc Healthcare, Lightyear Capital
- Target
- Marquee Health
- Industry
- Healthcare Services
- Location
- Illinois, United States
- Type
- Addon
CuraLinc Healthcare, backed by Lightyear Capital, has acquired Marquee Health, a provider of corporate wellness and health coaching services. The deal expands CuraLinc's offerings by integrating Marquee's physical wellness and coaching capabilities with CuraLinc's mental health platform to deliver a comprehensive employee wellbeing solution.
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August 12, 2024
- Buyer
- Lightyear Capital LLC
- Target
- CuraLinc Healthcare
- Industry
- Healthcare Services
- Location
- Illinois, United States
- Type
- Growth capital
Lightyear Capital completed a strategic growth investment in CuraLinc Healthcare to support the company's next phase of growth. CuraLinc is a Chicago-based provider of employee assistance and workforce/student mental health programs serving roughly 9 million employees and students across more than 4,200 clients; terms were not disclosed.
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February 26, 2024
- Buyer
- Lightyear Capital LLC
- Target
- Prime Pensions, LLC
- Seller
- Mill Point Capital LLC
- Industry
- Financial Services
- Location
- New Jersey, United States
- Type
- Buyout
Lightyear Capital has made a strategic investment to acquire Prime Pensions, a Florham Park, New Jersey–headquartered third-party administrator of retirement plans, from Mill Point Capital. Prime Pensions serves over 11,000 clients, employs more than 225 people across seven locations, and Lightyear says it will partner with management to accelerate growth and expand capabilities.
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November 28, 2023
- Buyer
- Lightyear Capital LLC, BHMS Investments, LP
- Target
- Inszone Insurance Services
- Industry
- Insurance
- Location
- California, United States
- Type
- Growth capital
Lightyear Capital has agreed to make a strategic growth investment in Inszone Insurance Services with existing investor BHMS Investments retaining a substantial stake and investing additional capital alongside Lightyear. The capital infusion is intended to fund Inszone's next phase of growth — the deal is expected to close in Q4 2023 and will add Lightyear operating partner Martin Sullivan to Inszone's board of managers.
Related Acquisition Pages
Healthcare Services Buyers & Acquisitions
6 tracked deals by Lightyear Capital.
Financial Services Buyers & Acquisitions
5 tracked deals by Lightyear Capital.
Cloud & SaaS Buyers & Acquisitions
3 tracked deals by Lightyear Capital.
Cybersecurity Buyers & Acquisitions
2 tracked deals by Lightyear Capital.
Acquisitions in California
4 tracked deals by Lightyear Capital.
Acquisitions in Florida
4 tracked deals by Lightyear Capital.
Acquisitions in Illinois
3 tracked deals by Lightyear Capital.
Acquisitions in Washington
2 tracked deals by Lightyear Capital.
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