Lee Equity Partners

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.

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.

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.

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.

Cosmetic Solutions, Inc. engages in the development and contract manufacture of private label skin, body, and hair care products. It specializes in private label skin, body, and hair care formulation; branding and packaging; and scientific research and development activities. The company offers skin and body care products, including cleansers, toners, exfoliators, moisturizers, anti-oxidants, and corrective masks; problem skin, sun protection, pigment correction, and specialty products; eyes, lips, anti-aging formula, and spa products; and products for men. It also provides hair and make up products, such as mineral loose powder and specialty hair care products; and office compounding kits, back bars, and products for office use. In addition, the company offers private label formulation, branding, and packaging services specializing in face, body, hair, and over the counter products; manufacturing and delivery services; and scientific research and development services to medical, cosmetic, and retail industries worldwide. It serves physicians, brands, and up and coming businesses. The company was founded in 1992 and is based in Pompano Beach, Florida.

Cross MediaWorks, LLC provides multi-platform media services. The company offers unwired cable networks for media buyers and advertisers, as well as provides advertising agencies and marketing companies with cable exposure. It also operates a media representation company for long-form (infomercials), short form (direct response), religion, home shopping, and special interest programs for broadcasters, vendors to telecasters, religious ministries, home-shopping networks, and specialty programmers (outdoor, sports, real estate, etc.). In addition, the company operates an advertising and media sales company that helps broadcast stations, cable operators, satellite and telephony operators, and programming networks to capitalize on the burgeoning consumer market; and offers direct television advertising, media management, and consultation services. Further, it provides ministry, humanitarian, and relationship marketing services; and offers broadcast, cable, satellite, radio, VOD, mobile print, and interactive media services. Furthermore, the company provides services in the areas of media placements, marketing strategies/go-to-market strategies, creative services, consumer products, commercial products, and ministry and non profit areas for companies in various industries. It serves customers in the United States. The company was incorporated in 2007 and is based in Scottsdale, Arizona with additional offices in New York, New York; Jacksonville, Florida; Scottsdale, Arizona; and Philadelphia, Pennsylvania.

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

iBeat, Inc. develops smartwatch that monitors and analyzes users heart activity. Its device instantly alerts the user, their family, and emergency responders in case of a life-threatening emergency. The company is headquartered in San Francisco, California.

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.

Therapy Partner Solutions Holdings is the parent organization for five uniquely positioned companies within the therapy industry. Designed to provide services across the continuum of care, Therapy Partner Solutions companies are among the industry’s best when it comes to optimizing operations, finance, staffing, recruiting, compliance and billing. Collectively, these companies employ over 600 professionals, servicing clients & partners across the US. The outpatient clinic partnership model developed by Therapy Partner Solutions is designed to enable clinic owners to share in the ongoing value created as their practice grows, while also participating in the expansion of their clinic footprint

InterLuxe Holdings, LLC is headquartered in New York, New York. InterLuxe Holdings, LLC operates as a subsidiary of Lee Equity Partners, LLC

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.

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.

K-MAC Enterprises, Inc. owns, operates, and franchises Taco Bell stores and KFC restaurants. The company was founded in 1964 and is based in Fort Smith, Arkansas.

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.

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’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.

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.

MidCap Financial is a middle market-focused, specialty finance firm that provides senior debt solutions to companies across all industries. We provide a broad array of products intended to finance growth and manage working capital. As of January 2015, MidCap Financial has over $3 billion of commitments under management. Since our founding in 2008, we have been working with management teams and sponsors to deliver thoughtful and cost effective debt solutions. Companies need a lender that understands their business and has the creativity and flexibility to provide financing solutions that are suited to their needs. At MidCap Financial, our years of experience, strong balance sheet, and flexibility make us the lender of choice for companies across all stages of growth and complexity. MidCap Financial is managed by Apollo Capital Management, L.P., a subsidiary of Apollo Global Management, LLC, pursuant to an investment management agreement. Apollo Global Management is one of the world's largest asset managers with over $160B of assets under management (as of January 2015), providing market leading industry expertise, market reach, and financing synergies.

Pure Financial Advisors provides financial advice for pre-retirees and retirees. Michael Fenison and Paul M. Miller founded it in 2007, with its headquarters in San Diego in California.

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.

Westfall Technik, Inc. manufacturing solutions for the production of plastic parts in the medical, packaging, and consumer goods segments. The company is based in Chandler, Arizona.

Integrated Medical Professionals, PLLC/Tri State Urologic Services P.S.C., Inc. represents the combined operations of Integrated Medical Professionals, PLLC and Tri State Urologic Services P.S.C., Inc. in their sale to Lee Equity Partners, LLC. Integrated Medical Professionals, PLLC offers urology, radiation oncology, and pathology medical services in New York. Tri State Urologic Services P.S.C., Inc. provides urology services. The companies are based in the United States.

Prelude Fertility Inc., a reproductive science and technology company, operates a fertility treatment center in the United States. The company offers services in the areas of fertility preservation, embryo creation, genetic screening, and single embryo transfer. It also operates a frozen donor egg bank. The company was incorporated in 2015 and is based in Atlanta, Georgia.

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.

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.

K2 Insurance Services, LLC provides specialty insurance products through its insurance carrier and managing general agencies (MGAs). The company utilizes MGAs to manage, underwrite, and distribute products. It also engages in underwriting insurance for manufactured homes, low-value dwellings, and motorcycles; and surety bonds and other insurance lines, including accident and health. K2 Insurance Services, LLC was founded in 2011 and is based in San Diego, California.

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.

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

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.

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.

Paragon Industries, Inc. manufactures steel tubular and line pipe products. It provides steel pipes for drilling and pipeline applications; line pipes; casing products; sprinkler pipes; oil country tubular goods; and structural pipe piling for the building industry. The company’s services include cut and bevel, fusion bonded epoxy coating, grooving, bundling, threading, custom fabrication, and logistics. The company also provides trucking and logistics services. It serves oil industry in the United States, Canada, and South America. The company was founded in 1970 and is based in Sapulpa, Oklahoma with a coil processing facility in Muskogee, Oklahoma.

Tri State Urologic Services P.S.C., Inc., doing business as The Urology Group owns and operates urology clinics. The company was incorporated in 1994 and is based in Cincinnati, Ohio.

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.

Solaris Health LLC, a physician practice management company, provides urological and other specialty services. The company was incorporated in 2018 and is based in Jacksonville Beach, Florida.

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.

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.

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.

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.

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.

Pinnacle Summer Investments, Inc., through its subsidiaries, provides wealth management services primarily to individuals, corporations, and financial institutions in North America. The company’s Mass Affluent segment provides investment advisory, wealth and investment management, and financial planning services to individual clients; financial planning and asset management services for small or mid-size organizations; and 401(k) benefit plan consultation services for employers. The Edelman Financial Group Inc.’s Other Wealth Management segment provides investment management services primarily to high net worth individuals and institutions through branch offices and broker-dealers, as well as through affiliated wealth managers and registered investment advisors. Its services include investment strategies and alternatives, tax efficient estate and financial planning, trusts, agent/fiduciary investment management services, and private client brokerage services. The company was formerly known as The Edelman Financial Group Inc. and changed its name to Pinnacle Summer Investments, Inc. in July 2014. As of September 20, 2012, Pinnacle Summer Investments, Inc. was taken private. Pinnacle Summer Investments, Inc. was founded in 1987 and is based in Houston, Texas.

Simplicity Group Holdings, Inc., an insurance distributor, provides annuity, life insurance, and retirement solutions to independent insurance professionals, financial advisors and their clients through its operating subsidiaries. The company is headquartered in Summit, New Jersey.

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.

K-MAC Holdings Corp. owns and operates quick-service restaurant franchisees. The company operates Taco Bell, KFC, and Golden Corral restaurants. K-MAC Holdings Corp. was founded in 1964 and is headquartered in Fort Smith, Arkansas.

K-MAC Holdings Corp. owns and operates quick-service restaurant franchisees. The company operates Taco Bell, KFC, and Golden Corral restaurants. K-MAC Holdings Corp. was founded in 1964 and is headquartered in Fort Smith, Arkansas.

Integrated Medical Professionals, PLLC/Tri State Urologic Services P.S.C., Inc. represents the combined operations of Integrated Medical Professionals, PLLC and Tri State Urologic Services P.S.C., Inc. in their sale to Lee Equity Partners, LLC. Integrated Medical Professionals, PLLC offers urology, radiation oncology, and pathology medical services in New York. Tri State Urologic Services P.S.C., Inc. provides urology services. The companies are based in the United States.

Simplicity Financial Marketing Inc. sells annuities, retirement solutions, and life insurance products to the senior market. The company offers independent financial distribution services with tools and sales strategies to its agents and business partners to guide their customers in planning for retirement. Simplicity Financial Marketing Inc. caters to independent insurance professionals, broker-dealers, financial advisors, and their clients. The company’s marketing distribution channels include independent annuity producer and RIA, life insurance advisors, registered representative or a broker dealer, and AFMO. Simplicity Financial Marketing Inc. was formerly known as FUTURITY FIRST Financial Corporation and changed its name to Simplicity Financial Marketing Inc. in June, 2017. The company was founded in 2007 and is based in Hartford, Connecticut with additional locations in Naperville, Illinois; Glastonbury, Connecticut; The Woodlands, Texas; Jacksonville Beach, Florida; Monticello, Minnesota; New York, New York; Raleigh, North Carolina; Encinitas, California; and Scottsdale, Arizona.

iBeat, Inc. develops smartwatch that monitors and analyzes users heart activity. Its device instantly alerts the user, their family, and emergency responders in case of a life-threatening emergency. The company is headquartered in San Francisco, California.

Discovery Senior Living is a real estate company providing senior living, caring, resort lifestyles services.

Universal American is a New York Stock Exchange company with annual revenues of more than $2 billion. Through our family of healthcare companies, we provide health benefits to people covered by Medicare and/or Medicaid. We are dedicated to working collaboratively with healthcare professionals in order to improve the health and well-being of those we serve and reduce healthcare costs.

Inception Fertility Ventures LLC owns and operates a fertility clinic. The company was founded in 2014 and is based in Bellaire, Texas.

Axis Insurance is an agency that provides liability, fiduciary, risk, garage, aerospace, property, and auto insurance services.

Cosmetic Solutions, Inc. engages in the development and contract manufacture of private label skin, body, and hair care products. It specializes in private label skin, body, and hair care formulation; branding and packaging; and scientific research and development activities. The company offers skin and body care products, including cleansers, toners, exfoliators, moisturizers, anti-oxidants, and corrective masks; problem skin, sun protection, pigment correction, and specialty products; eyes, lips, anti-aging formula, and spa products; and products for men. It also provides hair and make up products, such as mineral loose powder and specialty hair care products; and office compounding kits, back bars, and products for office use. In addition, the company offers private label formulation, branding, and packaging services specializing in face, body, hair, and over the counter products; manufacturing and delivery services; and scientific research and development services to medical, cosmetic, and retail industries worldwide. It serves physicians, brands, and up and coming businesses. The company was founded in 1992 and is based in Pompano Beach, Florida.

Simplicity Financial Marketing Inc. sells annuities, retirement solutions, and life insurance products to the senior market. The company offers independent financial distribution services with tools and sales strategies to its agents and business partners to guide their customers in planning for retirement. Simplicity Financial Marketing Inc. caters to independent insurance professionals, broker-dealers, financial advisors, and their clients. The company’s marketing distribution channels include independent annuity producer and RIA, life insurance advisors, registered representative or a broker dealer, and AFMO. Simplicity Financial Marketing Inc. was formerly known as FUTURITY FIRST Financial Corporation and changed its name to Simplicity Financial Marketing Inc. in June, 2017. The company was founded in 2007 and is based in Hartford, Connecticut with additional locations in Naperville, Illinois; Glastonbury, Connecticut; The Woodlands, Texas; Jacksonville Beach, Florida; Monticello, Minnesota; New York, New York; Raleigh, North Carolina; Encinitas, California; and Scottsdale, Arizona.

Atria Wealth Solutions Holdings, LLC was incorporated in 2016 and is based in the United States. Atria Wealth Solutions Holdings, LLC operates as a subsidiary of LEP Atria Holdings, LLC.

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.

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.