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.
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, 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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