Latest news from Lee Equity Partners and our portfolio companies

November 01, 2022

Pure Financial Advisors Adds New Chief Operating Officer

Read more...

October 28, 2022

Lee Equity Partners Acquires Bradford Health Services from Centre Partners

Read more...

September 06, 2022

Urology Associates Joins Solaris Health, Nation's Largest Urological Services Provider

Read more...

June 21, 2022

Simplicity Group acquires Element Insurance Partners – The 38th Organization to Join the Fast-Growing Partnership

Read more...

June 20, 2022

Unlimited Technology Adds Three to Board of Directors

Read more...

May 05, 2022

Simplicity Group Acquires Blue Ocean Financial Network and Welcomes Christopher Yen as Newest Partner

Read more...

May 03, 2022

Simplicity Group Acquires Buckhead Brokerage Group and Welcomes Forrest Mitchell as Newest Partner

Read more...

May 03, 2022

Simplicity Acquires Financial Security Associates and Welcomes Paige Blair as a Partner

Read more...

March 15, 2022

Cosmetic Solutions Acquires Private Label Select

Read more...

March 08, 2022

Simplicity Acquires Optima Financial & Insurance Services and Welcomes Jon Salomon and Greg Olson as Partners

Read more...

March 02, 2022

Unlimited Technology Partners with Integrated Security Technologies

Read more...

March 02, 2022

Advanced Urology Institute Joins Solaris Health

Read more...

January 14, 2022

Lee Equity Partners with Therapy Partner Solutions

Read more...

December 20, 2021

Anne Arundel Urology Joins Solaris Health, Nation's Largest Urological Services Provider

Read more...

December 02, 2021

Lee Equity Acquires Unlimited Technology

Read more...

November 15, 2021

Pure Financial Acquires Kaufman Kampe Advisors LLC

Read more...

November 15, 2021

Colorado Springs Urological Associates (CSUA) Signed Definitive Agreement with Solaris Health to Join the Nation's Largest Urological Services Provider

Read more...

November 08, 2021

Michigan Institute of Urology (MIU) Joins Solaris Heath

Read more...

November 03, 2021

Simplicity Acquires Sinclair Financial Solutions

Read more...

October 21, 2021

Keystone Benefit Group Joins Simplicity

Read more...

October 14, 2021

Simplicity Group Welcomes Independent Planners Group as 30th Acquisition

Read more...

October 12, 2021

Simplicity Group Acquires Algren Associates

Read more...

October 06, 2021

Solaris Health Adds Advanced Urology Associates

Read more...

October 06, 2021

Simplicity Group Acquires Oxbow Marketing Company and Partners with Robb Daugherty

Read more...

September 14, 2021

Simplicity Group Acquires Sawtooth Solutions, LLC, Enhancing its Wealth Advisory Offering with Sawtooth’s Market-Leading Technology

Read more...

September 13, 2021

Lee Equity and Twin Point Acquire Alliance Corporation

Read more...

September 09, 2021

Lee Equity and FFL Partners Sell Summit BHC to Patient Square Capital

Read more...

September 01, 2021

Lee Equity Invests in Pure Financial Advisors

Read more...

August 09, 2021

Simplicity Acquires Advisors Resource, LLC and Adds Industry Vets Tim Mastel, Dave Wohlwend, and Tom Burns as Partners

Read more...

August 03, 2021

McLarens Acquires Top Canadian Loss Adjusting Firm MGB Claims Consultants, Inc.

Read more...

June 15, 2021

Simplicity Group Acquires Insurance Network America

Read more...

May 06, 2021

Simplicity Group Acquires Guardian Financial Group

Read more...

April 20, 2021

Simplicity Group Acquires American Financial Network

Read more...

April 15, 2021

Simplicity Group Acquires Sunderland Group

Read more...

April 13, 2021

Simplicity Group Acquires Lenz Financial Group

Read more...

April 08, 2021

Atria Wealth Solutions Completes Acquisition of Independent Wealth Management Firm SCF Securities, Inc.

Read more...

April 06, 2021

Lee Equity Adds James Rothstein as Operating Partner

Read more...

March 02, 2021

Solaris Health Acquires Associated Urological Specialists

Read more...

February 01, 2021

McLarens Acquires Top Dutch Engineering Claims Company Vanderwal & Joosten

Read more...

January 27, 2021

Atria Wealth Solutions to Acquire Independent Wealth Management Firm SCF Securities, Inc.

Read more...

January 12, 2021

Solaris Health Partners with MidLantic Urology Partners

Read more...

October 16, 2020

Simplicity Announces a New Capital Investment from Lee Equity Partners

Read more...

June 16, 2020

Lee Equity Forms Solaris Heath

Read more...

June 11, 2020

McLarens Acquires Lloyd Warwick International

Read more...

May 29, 2020

K2 Completes Transaction with Pioneer Underwriters

Read more...

May 20, 2020

Atria Wealth Solutions Completes Acquisition of Western International Securities

Read more...

October 22, 2019

Lee Equity Acquires Cosmetic Solutions

Read more...

October 15, 2019

Lee Equity Acquires The Living Company

Read more...

May 14, 2019

Lee Equity to Acquire Insurance Services Provider K2

Read more...

January 08, 2019

Atria Wealth Solutions Acquires NEXT Financial Group, Inc.

Read more...

January 07, 2019

Lee Equity Partners Sells Aimbridge Hospitality to Advent International

Read more...

October 31, 2018

McLarens Announces Strategic Investment From Lee Equity Partners

Read more...

December 04, 2017

Atria Wealth Solutions Acquires CUSO Financial Services and Sorrento Pacific Financial

Read more...

October 23, 2017

Westfall Technik, Inc. Launches; Acquires Fairway Injection Molds, Inc. and Integrity Mold, Inc.

Read more...

October 11, 2017

Summit BHC Announces Strategic Investment From Lee Equity and FLL

Read more...

August 30, 2017

Lee Equity Sells Eating Recovery Center to CCMP

Read more...

August 07, 2017

Lee Equity Invests in Atria Wealth Solutions

Read more...

May 24, 2017

Thomas H. Lee interview at the 2017 Milken Conference

Read more...

April 13, 2017

HighTower Acquires Lee Equity Portfolio Company WealthTrust

Read more...

January 10, 2017

Lee Equity Promotes Five Investment Professionals

Read more...

November 21, 2016

Carlile Bancshares, Inc. Merges with Independent Bank Group, Inc.

Read more...

November 17, 2016

WellCare Health Plans, Inc. Acquires Universal American Corp.

Read more...

October 17, 2016

Lee Equity Partners with Serial Entrepreneur Martin Varsavsky to Form Prelude Fertility, Inc.

Read more...

December 04, 2015

PDR Network, LLC Acquired by Genstar Capital Affiliate

Read more...

October 12, 2015

Lee Equity Sells Majority Stake in Edelman Financial Services to Hellman & Friedman, LLC.

Read more...