Lee Equity Partners is a middle-market private equity firm based in New York, founded in 2006. The firm focuses on partnering with entrepreneurs, founders, and management teams primarily in the financial and healthcare services sectors. Lee Equity Partners aims to build companies with high growth potential by investing in business services, financial services, and healthcare services. As a Registered Investment Adviser, the firm emphasizes collaboration with top-tier management teams to drive success in their investments.
Cooper Parry Group is an established accounting firm founded in 1850 and headquartered in Derby, England. The firm specializes in a range of services including auditing, taxation, corporate finance, restructuring, wealth management, and transactional support. Cooper Parry primarily serves privately held enterprises, family businesses, business owners, management teams, as well as venture capital and private equity firms. By focusing on these sectors, the firm aims to provide tailored financial solutions that meet the unique needs of its diverse clientele.
Axis Insurance
Private Equity Round in 2024
Axis Insurance is an agency that provides liability, fiduciary, risk, garage, aerospace, property, and auto insurance services.
PCS Retirement
Acquisition in 2024
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
Private Equity Round in 2023
Carisk Partners provides quality care coordination and risk-transfer solutions in workers' compensation.
TESSCO
Acquisition in 2023
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
Venture Round in 2023
Integral Senior Living is providing quality senior care, a fulfilling work environment, and targeted financial returns. It is dedicated to the development and operation of successful residential living environments for seniors. It delivers senior care environments, fulfilling workplaces, and targeted financial returns.
Bradford Health Services
Acquisition in 2022
Bradford Health Services, headquartered in Birmingham, Alabama, is a prominent provider of substance abuse treatment and recovery services in the Southeastern United States. Operating 30 clinical facilities, Bradford offers a comprehensive range of services including early intervention, crisis response, intensive outpatient care, partial hospitalization, residential care, inpatient detox, and transitional living programs. The organization also provides family support and faith-based rehabilitation options to effectively address the needs of individuals affected by substance use disorders. With a long-standing commitment to recovery, Bradford Health Services plays a crucial role in supporting patients on their journey to sobriety.
Discovery Senior Living
Venture Round in 2022
Discovery Senior Living is a real estate company specializing in the development and operation of senior living communities across the United States. The organization focuses on creating authentic lifestyle experiences that reflect the local culture and traditions of each region. It offers a range of services, including personalized care, resort-style living, and Medicare-certified home healthcare. By designing and marketing senior living communities, Discovery Senior Living aims to meet the diverse needs of its residents, ensuring they receive tailored support and a high quality of life.
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.
Unlimited Technology
Acquisition in 2021
Unlimited Technology is a security and investigations firm that specializes in delivering comprehensive technology services for various sectors, including critical infrastructure, transportation, commercial real estate, finance, municipal, and education. The company focuses on security systems integration, offering solutions such as integrated access control, CCTV, intercom and communications, and perimeter security assessments. Additionally, Unlimited Technology provides services related to life safety systems, network integration, cybersecurity, and managed services. By implementing these advanced security measures, the company enhances operational efficiency and equips clients with real-time insights across Internet of Things (IoT) devices, ensuring a robust security framework tailored to their specific needs.
Alliance Corporation
Acquisition in 2021
Alliance Corporation is a distributor of wireless network and broadband products, catering to the needs of the wireless and broadband industries. Based in Mississauga, Canada, the company offers a wide range of products, including wireless infrastructure items such as antennas, cable connectors, filters, RF amplifiers, and site equipment. In addition, Alliance provides wireless broadband solutions, including MESH wireless, WiMAX, and Wi-Fi technologies. The company serves a diverse clientele, including telecom providers, OEMs, systems integrators, and contractors across various sectors such as education, healthcare, government, and transportation. Alliance also emphasizes customer support through its dedicated technical department, offering services such as network design, site maintenance, and training to ensure that clients receive effective solutions tailored to their project requirements. The company has been operational since 1993 and maintains stocking facilities throughout North America.
Pure Financial Advisors
Private Equity Round in 2021
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
Secondary Market in 2020
Simplicity is a company that specializes in providing a range of services including sales and marketing strategies, education, training, insurance, and wealth management solutions. It focuses on delivering innovative insurance services and investment opportunities, as well as business development solutions, to meet the diverse needs of its clients. Through its comprehensive offerings, Simplicity aims to enhance the operational effectiveness and financial success of businesses in the insurance sector.
Integrated Medical Professionals
Acquisition in 2020
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 is dedicated to delivering advanced medical treatments, including therapies for urinary incontinence such as Botox, sacral neuromodulation, and percutaneous tibial neuromodulation. Additionally, it offers the MonaLisa Touch laser therapy, which focuses on improving patient outcomes and satisfaction through innovative diagnostic and therapeutic services. Integrated Medical Professionals aims to enhance the quality and efficiency of healthcare delivery in its specialized fields.
Cosmetic Solutions
Acquisition in 2019
Cosmetic Solutions, Inc. is a prominent manufacturer specializing in the development and contract manufacturing of private label skin, body, and hair care products. Based in Pompano Beach, Florida, the company offers a diverse range of items, including cleansers, toners, exfoliators, moisturizers, anti-oxidants, specialty products, and formulations for men. In addition to skin and body care, it provides hair and makeup products, such as mineral loose powder and specialty hair care items. Cosmetic Solutions emphasizes high-quality, innovative formulations that adhere to strict quality control standards. The company also offers branding and packaging services, as well as scientific research and development, serving a global clientele including physicians, established brands, and emerging businesses. Founded in 1992, Cosmetic Solutions combines expertise in both cosmetic science and market trends to create effective personal care products.
Cosmetic Solutions
Private Equity Round in 2019
Cosmetic Solutions, Inc. is a prominent manufacturer specializing in the development and contract manufacturing of private label skin, body, and hair care products. Based in Pompano Beach, Florida, the company offers a diverse range of items, including cleansers, toners, exfoliators, moisturizers, anti-oxidants, specialty products, and formulations for men. In addition to skin and body care, it provides hair and makeup products, such as mineral loose powder and specialty hair care items. Cosmetic Solutions emphasizes high-quality, innovative formulations that adhere to strict quality control standards. The company also offers branding and packaging services, as well as scientific research and development, serving a global clientele including physicians, established brands, and emerging businesses. Founded in 1992, Cosmetic Solutions combines expertise in both cosmetic science and market trends to create effective personal care products.
The Living
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 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
Private Equity Round in 2018
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 BHC
Private Equity Round in 2017
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
Private Equity Round in 2017
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
Acquisition in 2016
KMAC Enterprises is the leading operator of Taco Bell and KFC with a vision to be Premier Taco Bell Employer.
Mediamorph
Series C in 2016
Mediamorph, Inc. develops a cloud-based content value management platform designed to enhance business performance within the entertainment ecosystem. This platform enables users to analyze digital sales data, facilitating the flow of content value from providers to distributors and ultimately to consumers. Mediamorph's offerings include tools for content revenue management, cost amortization, and payments, as well as contract management that operationalizes content rights. Additionally, the platform supports avails management, distribution, asset order management, and content performance tracking, providing comprehensive analytics on content value. The company serves a diverse clientele, including operators, digital retailers, studios, and broadcasters. Established in 2007 and headquartered in New York City, Mediamorph has expanded its presence with offices in Los Angeles, London, and Amsterdam. It operates as a subsidiary of Whip Networks, Inc. since 2019.
Inception Fertility
Private Equity Round in 2016
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
Private Equity Round in 2013
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
Private Equity Round in 2013
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
Acquisition in 2012
Edelman Financial Engines, founded in 1987 and headquartered in Santa Clara, California, is a prominent financial advisory firm that offers a range of services designed to assist individuals with their financial needs. The firm specializes in financial planning, retirement planning, personal finance consulting, investment management, tax planning, and estate planning. By focusing on comprehensive financial strategies, Edelman Financial Engines aims to help clients navigate their financial journeys and achieve their long-term financial goals.
Skopos Financial
Private Equity Round in 2012
Skopos Financial, LLC is an automotive lender based in Irving, Texas, that specializes in the purchase and servicing of auto finance contracts from franchised dealers. Founded in 2011, the company focuses on offering financing solutions to assist individuals and families in acquiring reliable new and used vehicles. With a commitment to personalized service, Skopos Financial serves franchise dealers across several 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. The company aims to provide families with safe and accessible personal transportation options.
Captive Resources
Private Equity Round in 2012
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
Private Equity Round in 2012
Eating Recovery Center is an international facility dedicated to providing comprehensive treatment for individuals suffering from eating disorders, including anorexia, bulimia, binge eating disorder, and other related conditions. Founded by a team of experienced professionals, the center offers a full spectrum of services tailored for children, adolescents, and adults. These services include inpatient, residential, partial hospitalization, intensive outpatient, and outpatient programs. The center focuses on fostering lasting behavioral change through collaboration with treating professionals and the support of loved ones. Located in Denver, Eating Recovery Center features specialized facilities such as the Behavioral Hospital for Adults and Children, as well as various outpatient programs, all aimed at ensuring effective healing and recovery for its patients.
Papa Murphy s International
Acquisition in 2010
Papa Murphy's offers handmade and custom pizza, salads, cheesy bread, chocolate chip cookie dough, cinnamon wheels, and soft drinks.
Independent Bank
Private Equity Round in 2010
Independent Bank provides checking and savings accounts, debit cards, online banking, including online account opening, mobile banking, eStatements, bank-by-mail, and direct deposit services. They also offer business accounts and management services, including business checking, business savings, and treasury management services.
PDR Network
Private Equity Round in 2009
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
Private Equity Round in 2009
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
Private Equity Round in 2008
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
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.
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