Who We Are

Better businesses.
Built together.

Lee Equity Partners is a private equity firm specializing in financial services and healthcare services, two sectors where we bring deep domain expertise, a long-term perspective, and a thematic approach to our partnerships.

Since our founding in 2006, we’ve completed more than 250 platform and add-on investments, building a portfolio of resilient, high-performing companies.

Our strategy is rooted in alignment, not control. We partner with founders, entrepreneurs, and management teams to scale operations, enhance performance, and pursue new growth opportunities through both organic initiatives and M&A. With sector focus, strategic clarity, and operational rigor, we are committed to helping strong businesses build on their foundations and unlock their potential.

Today, we remain guided by the same founding principles:

  • Long-term Alignment
  • Close Partnership
  • A Relentless Drive to Help Businesses Thrive

What Sets Us Apart

We focus on opportunities where we can serve as true partners. Our specialization in financial services and healthcare services allows us to move with speed, confidence, and conviction. We invest thematically, collaborate deeply, and bring our hands-on expertise to every partnership.

What makes Lee Equity different:

  • Sector Specialization

    Deep industry knowledge in two complex, highly regulated sectors

  • Thematic Discipline

    Investment strategies rooted in long-term trends and insight

  • Partnership-First Model

    A collaborative approach that empowers management and encourages alignment

  • Transformative Growth

    Active support for scaling, innovation, and operational excellence

  • Decisive Execution

    A flat structure that enables clarity, speed, and aligned decision-making

Lee Equity combines deep sector expertise with hands-on support to help companies reach their full potential.

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

How We Work

At Lee Equity, we strive to bring rigor, insight, and partnership to every investment. We believe that results are best achieved through shared goals, open dialogue, and a long-term focus on value creation.

Our Values

We engage deeply. We learn to ask the right questions, work alongside management teams, and help companies navigate their most important decisions. Whether we’re collaborating on strengthening your teams, pursuing acquisitions, or supporting growth initiatives, we look to operate with conviction, clarity, and a long-term mentality.

That’s how enduring businesses are built: through trust, alignment, and confident execution.

Knowledge & Curiosity

We aim to pursue deep insights and ask the right questions to guide better decisions.

Integrity & Trust

Transparency, accountability, and alignment are the foundation of every partnership.

Long-Term Perspective

We invest in businesses and relationships that are built to last.

Partnership

We collaborate, side-by-side, with management teams to create lasting impact.

Commitment to Excellence

We bring focus, discipline, and high standards to everything we do.