Lee Equity Partners

Lee Equity Partners, LLC is a private equity and venture capital firm specializing in acquisitions, growth capital financing, and control buyouts of middle market companies. It focuses on investing in the business services, consumer and retail, distribution and logistics, financial services, healthcare services and media sectors. The firm seeks to invest in companies based in the United States. The firm invests in companies with enterprise values TO_DELETE. It prefers to take a majority stake. Lee Equity Partners, LLC was founded in 2006 and is based in New York, New York.

Christian Chauvet


John Eppler



Ryan Fossella



Mark Gormley



Benjamin Hochberg



Thomas Holdstein



Eric Hsu



Yoo Jin Kim



Geoffrey Lieberthal



Mark A. Mauceri



Whitney McBride

VP, Investor Relations


Sean Patel



Shlomo Perl

Director of Finance and Accounting


Daniel Rodriguez



Joseph Rotberg

Partner / CFO / Cco

James Shecter

Associate and Analyst


Collins Ward


21 past transactions

Cosmetic Solutions is a globally recognized manufacturer of turnkey private label skincare and leader in the custom formulation of scientifically-proven, naturally-effective personal care products. Our focus is on developing exceptional products and building exceptional brands. With expertise in skin care, body care, specialty hair care, OTC, and professional use formulations, we create cost effective, high quality, innovative products for the global beauty market.

Aimbridge Hospitality, L.P.

Private Equity Round in 2013
Aimbridge Hospitality Holdings, LLC owns, manages, and invests in hotels. It provides hotel management; asset management; acquisition and development; renovation, repositioning, and capital oversight; receivership/interim management; and consulting services. The company operates properties, including resorts, franchise branded, independent luxury, boutique, and lifestyle hotels. The company was founded in 2013 and is based in Plano, Texas.

Independent Bank Group, Inc.

Private Equity Round in 2010
Independent Bank provides capital and guidance to foster growth, bring new ideas to life, and energize local businesses. They accomplish these goals by funding projects such as medical facilities, warehouse space, and hospitality and education venues. By developing strong relationships and a deep understanding of your industry, its team offers a proactive approach to business banking.

Skopos Financial, LLC

Private Equity Round in 2012
Skopos Financial, LLC operates as an automotive lender that specializes in purchasing and servicing of auto finance contracts from franchised dealers. The company offers solutions for car buyers. It serves franchise dealers in 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 was founded in 2011 and is based in Irving, Texas.

Atria Wealth Solutions

Private Equity Round in 2017
Atria Wealth Solutions (Atria) is a modern wealth management solutions holding company founded in 2017 by three seasoned wealth management executives, Doug Ketterer, Eugene Elias and Kevin Beard, backed by Lee Equity Partners and designed specifically for today’s advisors and their clients.

Westfall Technik Inc.

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.

Simplicity Group Holdings

Secondary Market in 2020
Connecticut, Simplicity Group Holdings is one of the fastest growing financial marketing organizations with over 20,000 financial professionals, 100 partner agencies, and 30 broker-dealer partners located throughout the United States. Simplicity is transforming the financial services industry by unifying the strengths and passions of its leadership and partners to create solutions that help advisors provide the utmost service for their clients.

Captive Resources

Private Equity Round in 2012
Captive Resources operates with one mission and one mission alone: To provide businesses the opportunity to control their insurance costs through the creation and oversight of member-owned group captive insurance companies.

Deb Shops

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

McLarens, Inc.

Private Equity Round in 2018
McLarens Aviation is a privately held company that operates as a provider of claims, risk, and asset management service stogether with aircraft technical services, to the global aviation industry. McLarens Aviation was formerly known as Airclaims, a company acquired by McLarens in 2014.

Summit Behavioral Healthcare

Private Equity Round in 2017
Summit Behavioral Healthcare, LLC develops and operates a network of behavioral health centers. The company offers residential chemical dependency, detoxification, partial hospitalization, intensive outpatient, health and well, and dual diagnosis treatment programs. Summit Behavioral Healthcare, LLC was founded in 2013 and is based in Brentwood, Tennessee with additional locations in California, Missouri, Georgia, Pennsylvania, Louisiana, South Carolina, and Texas.

The Living Co

Acquisition in 2019
The Living Company designs and manufactures furniture products. The company offers asset-light logistics services for furniture, fixtures, and equipment including design, sourcing, kitting, warehousing, delivery, installation, replacement, and rehabilitation services. It serves REITs, management companies, purchasing groups, developers, general contractors, designers, individual owner-operators, and hospitality and workforce housing sectors. The company was founded in 2003 and is based in Garland, Texas.

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.

Eating Recovery Center LLC

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.

Cadent Network

Private Equity Round in 2013
Cadent, LLC provides data driven solutions for buying and selling television advertising services. It offers data-driven linear television solutions that include cable services, broadcasting solutions, and index television services. The company also provides content monetization platform and addressable television services, such as addressable television platform and data and analytics. It serves automobile, financial, pharmaceutical, and entertainment industries. The company was formerly known as Cross MediaWorks. Cadent, LLC was founded in 2007 and is based in New York, New York.
Integrated Medical Professionals, PLLC offers urology, radiation oncology, and pathology medical services in New York. The company offers advanced urinary incontinence therapies like botox, sacral neuromodulation (SNM), and percutaneous tibial neuromodulation (PTNM). It also offers monalisa touch laser therapy service. Integrated Medical Professionals, PLLC was incorporated in 2006 and is based in Farmingdale, New York.

JIGSAW K2 Insurance Services

Acquisition in 2019
K2 Insurance Services, LLC is an insurance services holding company, which owns and controls a diverse set of specialty program administrators. Through its MGAs, K2 markets, underwrites and services over $650 million annually in niche commercial and personal insurance premiums. From workers’ compensation for high hazard exposures such as commercial transportation to personal lines coverage for manufactured homes, K2 helps insure clients across a diverse array of risks and industries.

Mediamorph, Inc.

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.
Cosmetic Solutions is a globally recognized manufacturer of turnkey private label skincare and leader in the custom formulation of scientifically-proven, naturally-effective personal care products. Our focus is on developing exceptional products and building exceptional brands. With expertise in skin care, body care, specialty hair care, OTC, and professional use formulations, we create cost effective, high quality, innovative products for the global beauty market.