Consistent leadership, investment
strategy, process and focus

The Partners have over 170 cumulative years of industry experience

Sector Focused Investing

Sector

Sector Focused Investing

Identify high growth, high return on capital sectors

Find market leading companies through industry expertise and relationships

Partner with leading entrepreneurs and management teams

Growth Transformation

Growth

Growth Transformation

Build the Foundation – Help entrepreneurs and management teams build the right team, infrastructure and reporting capabilities

Growth and Profit Levers – Prioritize strategic initiatives to maximize revenue and profit growth

Apply and Scale – Accelerate growth and expand into new markets, product lines and services

Strategy Consulting & Growth Investing Heritage

Strategy

Strategy Consulting & Growth Investing Heritage

Strategy Consulting – Our investment team has worked closely with companies as strategy consultants and operating partners

Growth Investing Heritage – Thomas H. Lee was an early private equity investor and pioneer of growth investing in the 1970s

We truly view the Lee Equity team as our partners in every sense of the word. They believed in our initial vision, dedicated the resources to found our company and have helped guide us ever since. They continually provide us with a tremendous level of support, insight, and expertise that we view is unparalleled in the private equity industry and has been paramount to our success.

Doug Ketterer, CEO
Atria Wealth Solutions

Lee Equity has helped Captive Resources achieve strong performance and double-digit growth year after year. They have assisted with the modernization of processes, tools, and systems to enhance management planning and reporting to allow our team to focus on sales and marketing. The relationship is truly collaborative, and their unique operational knowledge has helped to support strategic growth at the company.

George Rusu, CEO
Captive Resources

Our partnership with Lee Equity has exceeded expectations. Their team has been a tremendous resource to our management team, particularly in areas such as growth strategy, M&A, and financial analysis. Lee Equity has been willing to trust management, and work with us in a supportive and collaborative manner that is unique among their peers in private equity.

TJ Farnsworth, CEO
Inception Fertility

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