About Lee Equity
Lee Equity is a private equity firm founded in 2006. It is primarily based in New York City, United States. As of Sep 2026, Lee Equity is an active investor with a portfolio of 38 companies, comprising 38 funding rounds and 18 acquisitions. In the last 12 months, it has participated in 1 funding round and has made 1 acquisition. The firm primarily invests in companies based in United States and Canada. Its portfolio is spread across a wide range of sectors from Financial Services to Healthcare. Its latest investment was a $***** PE round in Marwood Group on Sep 13, 2026
Overall Lee Equity portfolio has seen 2 IPOs and 16 acquisitions, namely LPL Financial, WellCare Health Plans and ConnectiveRx. A lot of funds co-invest with Lee Equity, with names like Senior Housing Partners sharing a substantial percentage of its portfolio.
Lee Equity has a team of 43 people, including 10 partners.
Key Metrics
Founded Year
2006
Location
New York City, United States
Portfolio Companies
Portfolio Sectors
Portfolio Locations
Acquisition Deals
Investment Deals
Lee Equity's Portfolio
Lee Equity has a portfolio of 38 companies. They have invested in a total of 38 companies. Their most recent investment was in Marwood Group (PE round) on Sep 13, 2026. Here are the most recent investments by Lee Equity:Date | Company | Round | Amount | Co-Investors |
|---|---|---|---|---|
Sep 13, 2026 | PE | 9843 | - | |
Jun 10, 2024 | PE | 8331 | - | |
Mar 04, 2024 | PE | 1438 | - | |
Dec 04, 2023 | Seed | 5401 |
Lee Equity has acquired 18 companies. Their most recent acquisition was of Kcic on Mar 03, 2026. Here are the most recent acquisitions by Lee Equity:
Acquisition Date | Company | Short Description | Total Funding | Founded Year |
|---|---|---|---|---|
Mar 03, 2026 | Provider of insurance valuation, recovery, and dispute resolution services | - | 2002 | |
Jun 18, 2025 | Financial advisory firm that provides wealth management and investment solutions to high-net-worth individuals and families | - | 1990 | |
Oct 28, 2022 | Provider of inpatient and outpatient addiction treatment programs | - | 1977 | |
Dec 02, 2021 | Provider of security and low voltage technology solutions and services | - | 1999 |
Here is the portfolio snapshot of Lee Equity:
Investments by Year
The maximum number of investments were made in 2024
Acquisitions by Year
The maximum number of acquisitions were made in 2019
Portfolio by Location
Companies are primarily in United States and Canada
Portfolio by Sector
Companies are primarily in Financial Services
Team profile of Lee Equity
Lee Equity has a team of 43 members including 10 Partners and 16 Principals located in United States. Lee Equity's team does not sit on the board of any company as of now.Here is a list of top team members in Lee Equity:
Name | Designation | Location | Board Memberships | Contact Details |
|---|---|---|---|---|
Partner | New York City | - | - | |
Partner | - | - | - | |
Partner | New York City | - | - | |
Partner | New York City | - | - | |
Partner | New York City | - | - | |
Partner | New York City | - | - | |
Partner | New York City | - | - | |
Partner | New York | - | - | |
Partner | United States | - | - | |
Partner | United States | - | - | |
Principal | United States | - | - |
Co-investors of Lee Equity
Over the past 20 years, 5 investors have co-invested in Lee Equity's portfolio companies.
- Top Co-investors of Lee Equity: 5 investors entered a company along with Lee Equity. These include investors like Senior Housing Partners (1 company).
Lee Equity News
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Lee Equity announces closing of $1.6bn recapitalisation of McLarens GlobalLife Insurance International•Oct 16, 2025•McLaren, Lee Equity
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SiriusPoint Sells Arcadian MGA for $139M, Extends Capacity Deal to 2031GlobeNewswire•Oct 06, 2025•Arcadian-Risk, SiriusPoint, Lee Equity, Skadden
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Arcadian Risk Capital Announces Investment from Lee Equity PartnersPR Newswire•Oct 06, 2025•Arcadian-Risk, Lee Equity
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Cooper Parry strengthens digital consulting with cybersecurity specialist acquisitionTheBusinessDesk.com•Oct 01, 2025•Cooper Parry, URM Consulting, Lee Equity
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Cardinal Health Reports Flat 4Q Revenue, Higher Profit and a $1.9B AcquisitionModern Distribution Management•Aug 13, 2025•Cardinal Health, Solaris Health, Lee Equity
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Cooper Parry Acquires Fellwood Advisory to Enhance Deals ExpertiseScottish Business News•Aug 04, 2025•Fellwood Advisory, Cooper Parry, Lee Equity
