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Explore firm announcements, portfolio company news, media mentions, and market commentary.

Financial Services

Lee Equity Partners Closes $1.6BN Reinvestment in McLarens Global Limited

October 17, 2025

Financial Services

Arcadian Risk Capital Announces Investment from Lee Equity Partners

October 6, 2025

Firm Updates

Lee Equity Named on GrowthCap's “Top Private Equity Firms of 2025” List

August 20, 2025

Healthcare Services

Lee Equity Exits Solaris Health

August 12, 2025

Financial Services

Cooper Parry Swoops for Market-Leading Management Advisory Firm

July 7, 2025

Financial Services

Axis Insurance Expands Operations with the Joining of JT Insurance

July 1, 2025

Financial Services

Shackleton Announces Investment from Lee Equity Partners to Drive Next Phase of Growth

June 17, 2025

Financial Services

Pure Financial Advisors, LLC Deepens Midwest Presence with Acquisition of Fairhaven Wealth Management, LLC

April 15, 2025

Healthcare Services

Cardiovascular Logistics and Cardiology Consultants of Philadelphia Announce Partnership to Expand Access to Cardiovascular Care in Southeastern Pennsylvania

April 14, 2025

Financial Services

Cooper Parry Partners with Lee Equity Partners to Deliver Transformational Growth for the UK's Next-Gen Professional Services Group

December 10, 2024

Healthcare Services

Carisk Partners Acquires HeadsUp Healthcare

October 1, 2024

Healthcare Services

Bradford Health Services Acquires Lakeview Health, Expands Comprehensive Addiction Treatment Network Nationwide

September 23, 2024

Firm Updates

Lee Equity Named on GrowthCap's “Top Private Equity Firms of 2024” List

August 20, 2024

Financial Services

Lee Equity Exits Simplicity Group Holdings, Inc.

August 8, 2024

Firm Updates

Lee Equity Partners Closes Oversubscribed Fund IV at $1.3 Billion

July 1, 2024

Financial Services

Axis Insurance Announces Strategic Growth Investment From Lee Equity Partners

June 10, 2024

Financial Services

PCS Retirement Announces Investment From Lee Equity Partners and Names Scott David as CEO

March 4, 2024

Healthcare Services

Carisk® Partners Recapitalizes with Lee Equity Partners and Elements Health Investors

December 4, 2023

Healthcare Services

Bradford Health Services Acquires Vertava Health of Mississippi in Southaven

November 13, 2023

Healthcare Services

Clearwater Cardiovascular Consultants Announces Partnership with Cardiovascular Logistics

October 10, 2023

Financial Services

Atria Wealth Solutions Completes Acquisition of Wealth Management Firm Grove Point Financial

September 5, 2023

Other

Lee Equity Exits Cadent, LLC

August 9, 2023

Healthcare Services

First Coast Cardiovascular Partners with Cardiovascular Logistics

April 24, 2023

Healthcare Services

Cardiovascular Logistics Names New Chief Development Officer

February 28, 2023

Healthcare Services

Lee Equity Partners, Coastwood Senior Housing Partners Announce Partnership between Integral Senior Living and Discovery Senior Living

February 28, 2023

Firm Updates

In Memoriam - Thomas H. Lee

February 23, 2023

Healthcare Services

UroPartners and Lowcountry Urology Clinics Have Joined Solaris Health

February 2, 2023

Healthcare Services

Lee Equity Partners Launches National Cardiology Platform

February 1, 2023

Financial Services

Simplicity Partners with Grace Barnard, Judy Lane, and Daen Wombwell through the Acquisition of NIW

January 11, 2023

Financial Services

Warburg Pincus to Acquire K2 Insurance Services from Lee Equity Partners

December 1, 2022

Financial Services

Pure Financial Advisors Adds New Chief Operating Officer

November 1, 2022

Healthcare Services

Lee Equity Partners Acquires Bradford Health Services from Centre Partners

October 28, 2022

Healthcare Services

Lee Equity Partners and Coastwood Senior Housing Partners Announce Agreement to Invest in Discovery Senior Living

October 13, 2022

Healthcare Services

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

September 6, 2022

Financial Services

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

June 21, 2022

Other

Unlimited Technology Adds Three to Board of Directors

June 20, 2022

Financial Services

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

May 5, 2022

Financial Services

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

May 3, 2022

Financial Services

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

May 3, 2022

Other

Cosmetic Solutions Acquires Private Label Select

March 15, 2022

Financial Services

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

March 8, 2022

Healthcare Services

Advanced Urology Institute Joins Solaris Health

March 2, 2022

Other

Unlimited Technology Partners with Integrated Security Technologies

March 2, 2022

Healthcare Services

Lee Equity Partners with Therapy Partner Solutions

January 14, 2022

Healthcare Services

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

December 20, 2021

Other

Lee Equity Acquires Unlimited Technology

December 2, 2021

Healthcare Services

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

November 15, 2021

Financial Services

Pure Financial Acquires Kaufman Kampe Advisors LLC

November 15, 2021

Healthcare Services

Michigan Institute of Urology (MIU) Joins Solaris Heath

November 8, 2021

Financial Services

Simplicity Acquires Sinclair Financial Solutions

November 3, 2021

Financial Services

Keystone Benefit Group Joins Simplicity

October 21, 2021

Financial Services

Simplicity Group Welcomes Independent Planners Group as 30th Acquisition

October 14, 2021

Financial Services

Simplicity Group Acquires Algren Associates

October 12, 2021

Financial Services

Simplicity Group Acquires Oxbow Marketing Company and Partners with Robb Daugherty

October 6, 2021

Healthcare Services

Solaris Health Adds Advanced Urology Associates

October 6, 2021

Financial Services

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

September 14, 2021

Other

Lee Equity and Twin Point Acquire Alliance Corporation

September 13, 2021

Healthcare Services

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

September 9, 2021

Financial Services

Lee Equity Invests in Pure Financial Advisors

September 1, 2021

Financial Services

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

August 9, 2021

Financial Services

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

August 3, 2021

Financial Services

Simplicity Group Acquires Insurance Network America

June 15, 2021

Financial Services

Simplicity Group Acquires Guardian Financial Group

May 6, 2021

Financial Services

Simplicity Group Acquires American Financial Network

April 20, 2021

Financial Services

Simplicity Group Acquires Sunderland Group

April 15, 2021

Financial Services

Simplicity Group Acquires Lenz Financial Group

April 13, 2021

Financial Services

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

April 8, 2021

Healthcare Services

Solaris Health Acquires Associated Urological Specialists

March 2, 2021

Financial Services

McLarens Acquires Top Dutch Engineering Claims Company Vanderwal & Joosten

February 1, 2021

Financial Services

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

January 27, 2021

Healthcare Services

Solaris Health Partners with MidLantic Urology Partners

January 12, 2021

Financial Services

Simplicity Announces a New Capital Investment from Lee Equity Partners

October 16, 2020

Healthcare Services

Lee Equity Forms Solaris Heath

June 16, 2020

Financial Services

McLarens Acquires Lloyd Warwick International

June 11, 2020

Financial Services

K2 Completes Transaction with Pioneer Underwriters

May 29, 2020

Financial Services

Atria Wealth Solutions Completes Acquisition of Western International Securities

May 20, 2020

Other

Lee Equity Acquires Cosmetic Solutions

October 22, 2019

Other

Lee Equity Acquires The Living Company

October 15, 2019

Financial Services

Lee Equity to Acquire Insurance Services Provider K2

May 14, 2019

Financial Services

Atria Wealth Solutions Acquires NEXT Financial Group, Inc.

January 8, 2019

Other

Lee Equity Partners Sells Aimbridge Hospitality to Advent International

January 7, 2019

Financial Services

McLarens Announces Strategic Investment From Lee Equity Partners

October 31, 2018

Financial Services

Atria Wealth Solutions Acquires CUSO Financial Services and Sorrento Pacific Financial

December 4, 2017

Other

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

October 23, 2017

Healthcare Services

Summit BHC Announces Strategic Investment From Lee Equity and FLL

October 11, 2017

Healthcare Services

Lee Equity Sells Eating Recovery Center to CCMP

August 30, 2017

Financial Services

Lee Equity Invests in Atria Wealth Solutions

August 7, 2017

Firm Updates

Thomas H. Lee interview at the 2017 Milken Conference

May 24, 2017

Financial Services

HighTower Acquires Lee Equity Portfolio Company WealthTrust

April 13, 2017

Firm Updates

Lee Equity Promotes Five Investment Professionals

January 10, 2017

Financial Services

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

November 21, 2016

Healthcare Services

WellCare Health Plans, Inc. Acquires Universal American Corp.

November 17, 2016

Healthcare Services

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

October 17, 2016

Healthcare Services

PDR Network, LLC Acquired by Genstar Capital Affiliate

December 4, 2015

Financial Services

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

October 12, 2015