Lee Equity Partners

Lee Equity Partners is a New York-based private equity firm founded in 2006, focusing on mid-market investments across various sectors, including healthcare, financial services, business services, and consumer goods within the United States. The firm aims to collaborate with experienced management teams to develop companies with significant growth potential. Lee Equity Partners has established a strong track record, exemplified by its first fund, which was launched in 2008 with $1.1 billion in capital commitments. As of December 31, 2015, this fund had invested $1.2 billion, demonstrating its commitment to driving value in its portfolio companies.

Michael Borochin

Senior Associate

Christian Chauvet

Principal

Samuel Doniger

Associate

John Eppler

VP

Michael Ferguson

Senior Associate

Ryan Fossella

Principal

Benjamin Hochberg

Partner

Thomas Holdstein

Associate

Eric Hsu

Principal

Jenny Jiang

Associate

Courtney Kelly

VP

Yoo Jin Kim

Partner

Geoffrey Lieberthal

Partner

Thomas MacLeod

VP

Caitlyn Macdonald

Partner and Head of Investor Relations

Mark Mauceri

Principal

Whitney McBride

Vice President, Investor Relations

Jeremy Meyers

VP

Rahul Nand

Partner

Sean Patel

Associate

Shlomo Perl

Director of Finance and Accounting

Richard Pisciella

Associate

Jud Richardson

Senior Associate

Daniel J. Rodriguez

Partner

Joseph B. Rotberg

Partner, Chief Financial Officer and Chief Compliance Officer

Nicholas Tedesco

Associate

Collins Ward

Partner

Jim Wheeler

Associate

21 past transactions

Integral Senior Living

Venture Round in 2023
Integral Senior Living is a management consulting company in Carlsbad, CA.

Therapy Partner Solutions

Private Equity Round in 2022
Therapy Partner Solutions Holdings serves as the parent organization for five specialized companies within the therapy industry, focusing on enhancing operational efficiency across various care settings. These companies are dedicated to optimizing key areas such as finance, staffing, recruiting, compliance, and billing for outpatient clinics. With a workforce of over 600 professionals, Therapy Partner Solutions collaborates with clients and partners throughout the United States, ensuring high-quality therapy services. Their innovative clinic partnership model allows clinic owners to benefit from the value generated as their practices grow, as well as participate in the expansion of their facilities. This comprehensive approach aims to enhance the continuum of care for patients in the physical therapy sector.

Simplicity Group

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.
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 organization offers a range of advanced medical treatments, including therapies for urinary incontinence such as Botox, sacral neuromodulation, and percutaneous tibial neuromodulation. Additionally, the company provides MonaLisa Touch laser therapy, enhancing its offerings in the field of urological care. Integrated Medical Professionals is dedicated to comprehensive urological screening, assessment, and treatment, ensuring quality healthcare services for its patients.

Cosmetic Solutions

Acquisition in 2019
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.

Cosmetic Solutions

Private Equity Round in 2019
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.

The Living Co

Acquisition in 2019
The Living Company is a furniture design and manufacturing firm based in Garland, Texas, specializing in creating durable furniture products for various sectors, including hospitality and workforce housing. Founded in 2003, the company also provides asset-light logistics services encompassing design, sourcing, kitting, warehousing, delivery, installation, replacement, and rehabilitation. As a sister division to University Furnishings, the largest supplier of furniture to luxury off-campus student residences, The Living Company aims to leverage its expertise to serve a broader market. With a decade of experience and a strong client retention rate, the company is recognized for its high-quality products that withstand the demands of high-occupancy environments, ensuring clients achieve maximum returns on their investments. The Living Company focuses on delivering a seamless client experience, guiding projects from initial concept through to completion.

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.

McLarens

Private Equity Round in 2018
McLarens, Inc. is a global provider of claims management, loss adjusting, pre-risk surveying, and auditing services, focusing on various sectors including property, aviation, casualty, technical services, marine, and agriculture. Established in 1931 and headquartered in Atlanta, Georgia, the company operates worldwide with offices in multiple regions, allowing it to deliver both consistent and localized services. McLarens specializes in managing a range of claims, such as property losses in hospitality, healthcare, and commercial sectors, as well as casualty claims covering liability and environmental issues. Additionally, it offers risk and asset management services for aviation, marine, and cargo, along with crime and specie loss adjustment. The company is recognized as the only global, employee-owned loss adjusting firm, with its adjusters bringing an average of over 20 years of experience, which enhances its reputation for delivering high-quality services. McLarens, previously known as McLarens Young International, rebranded in 2012 following its acquisition of Airclaims in 2014, further expanding its capabilities in the aviation sector.

Summit BHC

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.

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.

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.

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.

Aimbridge Hospitality

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.

Cadent

Private Equity Round in 2013
Cadent, LLC is a New York-based company that specializes in providing data-driven solutions for the television advertising industry. Founded in 2007, the company offers a range of services including linear television solutions, cable and broadcasting options, and index television services. Cadent also provides a content monetization platform and addressable television services, which encompass a comprehensive addressable television platform along with data and analytics capabilities. The company serves various sectors, including the automobile, financial, pharmaceutical, and entertainment industries, facilitating efficient ad buying and selling for marketers, agencies, operators, and media owners.

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, specializing in the purchase and servicing of auto finance contracts from franchised dealers. Founded in 2011, the company provides financial solutions tailored for car buyers and serves a wide network of franchise dealers across multiple 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. Through its services, Skopos Financial aims to facilitate vehicle financing for consumers while supporting the dealerships it partners with.

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.

Independent Bank

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.

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.

Deb Shops

Acquisition in 2007
Deb Shops is a retail company based in Philadelphia, Pennsylvania, specializing in women's apparel. It caters primarily to young women and offers a wide range of clothing, footwear, and accessories, focusing on both trendy junior and plus-sized customers. The brand positions itself as a shopping destination for those seeking fashionable items at affordable prices, making it accessible for a diverse clientele.