Lee Equity Partners

Established in 1849, Cooper Parry is a professional services firm offering audit, tax, corporate finance, restructuring, wealth management, and transactional services. It caters to privately held enterprises, family firms, business owners, management teams, venture capitalists, and private equity firms.

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

PCS Retirement is an independent provider of retirement services focused on delivering conflict-free recordkeeping solutions for advisors, financial institutions, employers, and individuals. The company offers a comprehensive platform that includes business development tools and data-driven technology to support various retirement plans. By prioritizing exceptional customer service, PCS Retirement aims to minimize the administrative burden on clients while ensuring that retirement plans remain standout employee benefits. Their commitment to transparency means they operate without hidden agendas or conflicts of interest, allowing clients to approach retirement with confidence.

Carisk Partners specializes in workers' compensation, offering risk-transfer solutions and care coordination services. They focus on complex cases, utilizing biopsychosocial methods, provider networks, and proprietary technologies to enhance outcomes and reduce long-term care costs.

TESSCO Technologies Incorporated is a United States-based technology distributor and solutions provider specializing in wireless communication systems. Founded in 1982 and headquartered in Hunt Valley, Maryland, the company offers a wide range of products essential for the construction, maintenance, and enhancement of wireless broadband networks. These products include base station infrastructure items such as antennas, transmission cables, small towers, and various connectors, as well as mobile devices and accessories. TESSCO also provides network systems equipment, including broadband radio devices and security products, alongside services like installation, technical support, and engineering design. Their offerings cater to a diverse clientele, including carrier and public network operators, contractors, and government entities. The company operates primarily in the commercial segment, emphasizing innovation and efficiency in delivering comprehensive solutions for wireless communication needs.

Integral Senior Living operates over 100 senior living communities across 25 U.S. states, offering independent, assisted living, and memory care services. The company prioritizes the health, well-being, and dignity of its residents, fostering independence and individuality, while also providing a fulfilling work environment for its staff.

Founded in Birmingham, Alabama, Bradford Health Services is a prominent provider of substance abuse treatment and recovery services across the Southeast. It offers an extensive range of programs, including early intervention, crisis response, intensive outpatient care, residential care, inpatient detoxification, and transitional living support.

Discovery Senior Living is a real estate company that specializes in the design, development, and management of senior living communities across the United States. Its mission is to create authentic lifestyle experiences that reflect the unique local cultures and traditions of the regions it serves. The company offers a range of services, including Medicare-certified home healthcare and personalized care programs, ensuring that residents receive tailored support that meets their individual needs. Through its focus on resident-centric care, Discovery Senior Living aims to enhance the quality of life for seniors while providing a resort-style living experience.

Therapy Partner Solutions operates five specialized companies within the therapy industry. It offers comprehensive services across the care continuum, focusing on operational optimization, finance, staffing, compliance, and billing. With over 600 professionals, it serves clients and partners across the United States.

Unlimited Technology specializes in comprehensive security solutions for critical infrastructure, transportation, commercial real estate, financial institutions, municipalities, and educational facilities. The company offers integrated access control systems, CCTV surveillance, perimeter intrusion detection, intercom communications, life safety systems, network integration, cybersecurity services, and managed services to enhance operational efficiency and provide real-time insights across IoT devices.

Alliance Corporation, based in Mississauga, Canada, is a distributor of wireless network infrastructure and broadband products. It supplies antennas, RF components, cable and connectors, filters, amplifiers, grounding and protection products, test and measurement equipment, and site equipment, as well as wireless broadband solutions such as MESH, WiMAX, Wi-Fi, and backhaul solutions. The company serves telecom providers, OEMs, system integrators, resellers, and contractors across education, enterprise, federal government, healthcare, industrial, municipal government, oil and gas, public safety and transportation, with stocking facilities in North America. It offers technical, engineering, and training services, including network design, site build and maintenance support, radio configuration, and ongoing customer support through a dedicated technical team and account managers.

Pure Financial Advisors is a financial services firm headquartered in San Diego, California, founded in 2007 by Michael Fenison and Paul M. Miller. The company specializes in providing comprehensive financial advice and asset management primarily for pre-retirees and retirees. It focuses on tax-centric financial planning, offering services that include retirement planning, tax planning, risk management, investment planning, asset allocation, and portfolio management. Through the expertise of qualified financial professionals, Pure Financial Advisors assists clients in evaluating their portfolios to ensure alignment with their financial goals.

Simplicity Group is an insurance distributor that offers annuity, life insurance, and retirement solutions to independent insurance professionals and financial advisors. Headquartered in Summit, New Jersey.

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 company offers a range of advanced medical treatments, including therapies for urinary incontinence such as Botox, sacral neuromodulation, and percutaneous tibial neuromodulation. Additionally, Integrated Medical Professionals provides MonaLisa Touch laser therapy, focusing on improving clinical outcomes and patient satisfaction. Through its comprehensive services, the company aims to enhance the quality and efficiency of medical care in its specialized fields.

Cosmetic Solutions, Inc. is a prominent manufacturer specializing in the development and contract manufacturing of private label skincare, body care, and hair care products. Founded in 1992 and based in Pompano Beach, Florida, the company focuses on creating high-quality, innovative formulations that cater to various customer needs, including cleansers, toners, moisturizers, anti-aging products, and specialty items for both men and women. Additionally, Cosmetic Solutions offers a range of hair and makeup products, along with office compounding kits and back bar items. The company emphasizes scientific research and development, ensuring that its products are both effective and safe alternatives to conventional skincare solutions. By providing comprehensive services, including formulation, branding, packaging, and efficient manufacturing, Cosmetic Solutions serves a diverse clientele, including physicians, established brands, and emerging businesses in the global beauty market.

Cosmetic Solutions, Inc. is a prominent manufacturer specializing in the development and contract manufacturing of private label skincare, body care, and hair care products. Founded in 1992 and based in Pompano Beach, Florida, the company focuses on creating high-quality, innovative formulations that cater to various customer needs, including cleansers, toners, moisturizers, anti-aging products, and specialty items for both men and women. Additionally, Cosmetic Solutions offers a range of hair and makeup products, along with office compounding kits and back bar items. The company emphasizes scientific research and development, ensuring that its products are both effective and safe alternatives to conventional skincare solutions. By providing comprehensive services, including formulation, branding, packaging, and efficient manufacturing, Cosmetic Solutions serves a diverse clientele, including physicians, established brands, and emerging businesses in the global beauty market.

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, LLC is a San Diego-based holding company specializing in providing niche insurance products through its network of managing general agencies (MGAs). Founded in 2011, the company underwrites and distributes a diverse array of insurance offerings, including coverage for manufactured homes, low-value dwellings, motorcycles, and surety bonds. K2 Insurance Services effectively manages and services over $650 million in annual premiums, catering to both commercial and personal insurance markets. The company focuses on high-hazard exposures, such as workers’ compensation for commercial transportation, ensuring that it meets the unique needs and risks of its clients across various industries.

McLarens, Inc. is a global provider of claims management, loss adjusting, pre-risk surveying, and auditing services, with a strong focus on various sectors, including property, aviation, casualty, marine, and agriculture. Established in 1931 and headquartered in Norcross, Georgia, the company operates additional offices across the United States, Europe, Asia Pacific, Australasian regions, the Middle East, Africa, the Caribbean, Latin America, the United Kingdom, and Ireland. McLarens specializes in managing a wide range of property claims, including those related to hospitality, healthcare, and manufacturing, as well as casualty claims covering areas such as general liability and product liability. The firm also offers comprehensive aviation services, including asset management and technical support for the aviation industry, and provides marine and cargo services, focusing on loss prevention and recovery. Furthermore, McLarens delivers audit services for reinsurance and general auditing, along with tailored solutions for the agri-business insurance sector. The company was previously known as McLarens Young International, Inc. before rebranding in 2012.

Summit Behavioral Healthcare, LLC operates a network of behavioral health centers focused on addiction treatment and related services. Founded in 2013 and based in Brentwood, Tennessee, the company has expanded its reach to multiple states, including California, Missouri, Georgia, Pennsylvania, Louisiana, South Carolina, and Texas. Summit BHC provides a comprehensive range of programs, such as residential chemical dependency treatment, detoxification, partial hospitalization, and intensive outpatient services. The organization is dedicated to supporting adults and families dealing with addiction to alcohol and other drugs, addressing the underlying stressors contributing to substance use. By offering evidence-based treatment options in a supportive environment, Summit aims to facilitate recovery and promote long-term well-being for its patients.

Westfall Technik is a company that focuses on providing manufacturing solutions for the medical, packaging, and consumer goods sectors. It operates a network dedicated to plastic production, utilizing modern automated systems and advanced molding processes to create customized, technical rigid and molded plastic products. Through its subsidiaries, Westfall Technik aims to enhance efficiency and productivity in manufacturing, catering to the needs of various vertical markets, including healthcare and light industrial applications.

KMAC Enterprises is the leading operator of Taco Bell and KFC with a vision to be Premier Taco Bell Employer.

Mediamorph, Inc. is a technology company that specializes in cloud-based content value management (CVM) solutions for the entertainment industry. Founded in 2007 and headquartered in New York, with additional offices in Los Angeles, London, and Amsterdam, Mediamorph's platform enables users to analyze digital sales data and manage content value efficiently from providers to distributors and consumers. The platform offers various functionalities, including content revenue management, rights management, and performance tracking, which help operators, digital retailers, studios, and broadcasters optimize their content strategies. By providing actionable insights into financial, rights, and consumption information, Mediamorph assists its clients in navigating the complexities of video distribution and enhances overall business performance within the rapidly evolving entertainment ecosystem. The company has also formed a strategic partnership with BeBanjo S.L. to further strengthen its offerings.

Inception Fertility is a medical company focused on providing comprehensive fertility care to individuals and couples seeking to build families. The company specializes in in vitro fertilization (IVF) services, alongside a range of clinical care and patient experience offerings. By addressing the needs of those facing challenges with natural conception, Inception Fertility aims to support patients throughout their fertility journeys with expert care and personalized services.

Aimbridge Hospitality Holdings, LLC is a hotel investment and management firm based in Plano, Texas, founded in 2013. The company specializes in owning, managing, and investing in a diverse range of hotel properties, which include franchise-branded, independent, luxury, boutique, and lifestyle hotels and resorts. Aimbridge offers comprehensive services that encompass hotel management, asset management, acquisition and development, renovation, repositioning, and consulting. By leveraging its scale and operational efficiency, Aimbridge aims to deliver superior returns for its strategic partners across various markets and economic cycles.

Cadent, LLC is a New York-based company that specializes in data-driven solutions for the buying and selling of television advertising services. Founded in 2007, the company provides a range of offerings including linear television solutions, addressable television services, and a content monetization platform. Cadent serves various industries such as automotive, financial, pharmaceutical, and entertainment, enhancing the efficiency of advertising campaigns across national inventory sources, which include cable, broadcast, and digital media. By leveraging advanced data analytics, Cadent connects advertisers, agencies, operators, and media owners, promoting better outcomes for linear, addressable, and cross-screen campaigns.

Edelman Financial Engines provides comprehensive financial planning services, including retirement planning, personal finance consulting, and investment management. They assist individuals in creating tailored financial strategies.

Skopos Financial, LLC is an automotive lender founded in 2011 and based in Irving, Texas. The company specializes in the acquisition and servicing of auto finance contracts, primarily from franchised dealerships across several states, including Alabama, Arizona, Florida, and Texas. Skopos Financial aims to assist hard-working individuals and families in purchasing reliable new and used vehicles, thus providing essential transportation solutions. The company emphasizes personalized service, ensuring that customers receive tailored financing options to meet their needs.

Captive Resources LLC, established in 1985 and headquartered in Schaumburg, Illinois, specializes in advisory services for member-owned group captive insurance companies across various industries such as manufacturing, construction, transportation, and more. The company offers a range of services including claims advocacy, operational oversight, risk management, financial services, and investment services. Its primary objective is to assist businesses in managing and reducing their insurance costs through the formation and supervision of these member-owned entities.

Eating Recovery Center is an international facility offering comprehensive treatment for various eating disorders, including anorexia, bulimia, binge eating disorder, and related conditions. Led by experienced professionals, the center provides inpatient, residential, partial hospitalization, intensive outpatient, and outpatient services for children, adolescents, and adults. The team collaborates with treating professionals and loved ones to foster lasting behavioral change.

Papa Murphy's offers handmade and custom pizza, salads, cheesy bread, chocolate chip cookie dough, cinnamon wheels, and soft drinks.

Independent Bank offers a range of personal and business banking services, including checking and savings accounts, debit cards, online banking, mobile banking, eStatements, direct deposit services, business checking, business savings, and treasury management services.

PDR Network is a prominent provider of health knowledge products and services, specializing in behavior-based prescription management programs. The company delivers innovative solutions designed to support healthcare providers in their prescribing decisions and enhance patient adherence, ultimately aiming to improve health outcomes. PDR Network leverages its patented process to offer event-driven and clinically relevant healthcare messaging while ensuring patient privacy. The company's extensive network encompasses e-prescribing systems, electronic medical record (EMR) and electronic health record (EHR) applications, as well as collaborations with chain and independent pharmacies. Additionally, PDR works with sponsors of healthcare-related education, including pharmaceutical manufacturers, health plans, payers, and pharmacy benefit managers, to facilitate effective communication and prescription management in the healthcare ecosystem.

Universal American is a healthcare company based in New York that offers health benefit services primarily to individuals covered by Medicare and Medicaid. With annual revenues exceeding $2 billion, it operates through a network of subsidiaries that focus on government-sponsored managed care services. The company is dedicated to providing health benefits to diverse groups, including families, children, seniors, and individuals with complex medical needs. Universal American emphasizes collaboration with healthcare professionals to enhance the health and well-being of its members while aiming to reduce overall healthcare costs.

MidCap Financial is a specialty finance firm based in Bethesda, Maryland, established in 2008, that focuses on the middle market. The firm offers a range of senior debt solutions, including leveraged loans, real estate loans, asset-based loans, and venture debt, catering to companies across various industries. MidCap Financial partners with management teams, financial sponsors, and intermediaries to provide tailored financing solutions that support growth and working capital management. With over $3 billion in commitments under management, the firm leverages its experience and strong balance sheet to deliver effective debt solutions. Managed by Apollo Capital Management, a subsidiary of Apollo Global Management, MidCap Financial benefits from extensive market expertise and resources, making it a preferred lender for businesses at different stages of development.

Deb Shops is a retailer based in Philadelphia, Pennsylvania, specializing in women's apparel. The company caters to young women, providing a wide range of clothing, footwear, and accessories tailored for both trendy junior and plus-sized customers. Known for its focus on affordability, Deb Shops serves as a shopping destination where fashion-forward individuals can find stylish options without breaking the bank.