Lee Equity Partners

Lee Equity Partners is a private equity firm based in New York, founded in 2006, that focuses on mid-market investments in the United States. The firm aims to partner with skilled management teams and entrepreneurs, primarily targeting sectors such as healthcare services, financial services, business services, and consumer goods. By leveraging its expertise, Lee Equity Partners seeks to build companies with significant growth potential. The firm has managed multiple funds, including a notable fund that accumulated $1.1 billion in capital commitments and has been active in transferring unrealized investments to its realization fund. Lee Equity Partners is recognized as a Registered Investment Adviser, emphasizing its commitment to responsible investment practices.

Ian Cairns

Associate

Christian Chauvet

Partner

John Eppler

Principal

Michael Ferguson

Vice President

Ryan Fossella

Principal

Mark Gormley

Partner

Louis von Guionneau

Associate

Benjamin Hochberg

Partner

Thomas Holdstein

Principal

Lindsay Hoyt

Associate

Michael Jacks

Vice President

Jenny Jiang

Senior Associate

Courtney Kelly

Principal

Yoo Jin Kim

Partner

Fred Lamontagne

Vice President

Thomas MacLeod

Vice President

Mark Mauceri

Partner

John McGarry

Associate

Jeremy Meyers

Principal

Richard Pisciella

Vice President

Winslow Radcliffe-Trenner

Associate

Neil Reddy

Associate

Jud Richardson

Vice President

Danny Rodriguez

Partner

Daniel Rodriguez

Partner

Benjamin Sacco

Vice President

Alexander Silliman

Senior Associate

Nicholas Tedesco

Vice President

Jim Wheeler

Senior Associate

Past deals in Life and Health Insurance

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.

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.
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