Financial

Services

Specialists in a complex,
evolving industry.

Financial services is a dynamic, highly regulated sector, and it’s where Lee Equity has built deep knowledge, strong relationships, and a consistent track record of success.

For nearly half a century, members of our team have been active investors in the space, guided by a thematic approach rooted in long-term trends and a forward-looking view of how the sector continues to evolve.

We focus on businesses that enable, deliver, or support financial products and services, companies with scalable platforms, recurring and re-occurring revenue, and compelling growth potential. In partnership with management, we work to help accelerate growth, expand strategic capabilities, and strengthen core operations through both organic initiatives and M&A.

Our Focus Areas

We seek to invest in businesses with strong competitive advantages, resilient business models, and experienced leadership, tailoring our approach to unlock value and deliver results that endure.

  • Wealth
    Management
  • Insurance
    Services
  • Professional
    Services
  • Employee
    Benefits
  • Real Estate
    Services
  • Tech-Enabled
    Services

Investments

For more detail on our investments, visit our Portfolio page

Our Portfolio

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