Purposeful Growth.

Grounded in

Partnership

With strategic insight and conviction, we help companies grow with purpose by scaling operations, expanding capabilities, and energizing leadership teams.

Our goal is to earn our investors’ trust by delivering on what matters most: clear judgment, disciplined execution, and long-term value creation.

About Us

Lee Equity Partners is a private equity firm specializing in financial services and healthcare services. We bring deep domain expertise, a thesis-based approach, and a collaborative mindset to building scalable, high-performing companies.

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Our History

Since our founding in 2006, we've empowered founders, entrepreneurs, and management teams to accelerate growth and build enduring value, completing more than 250 platform and add-on investments along the way.

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Strategic Insight

Our strategy is rooted in alignment, not control. We partner with founders, entrepreneurs, and management teams to scale operations, enhance performance, and pursue new opportunities through organic initiatives and M&A.

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Our Philosophy

We aim to be a preferred partner to management teams looking to scale their business, unlock growth, and deliver lasting value.

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19

Years Since Inception

2

Core Sectors

39

Platform Companies

250+

Add-On Acquisitions
(as of October 2025)

Experience & Talent

Strategic insights from a disciplined team committed to driving long-term value

Our Team

The Future of Financial Services

Helping to build the next generation of leading companies in financial services

Financial Services

Where Healthcare Evolves

Investing behind businesses aiming to improve health outcomes across patient populations

Healthcare Services

Better Businesses Built Together

Contact us today.

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