Investment Summary |
|
|---|---|
| Date | 2024-06-10 |
| Target | Axis Insurance Managers |
| Sector | Insurance |
| Investor(s) | Lee Equity Partners |
| Deal Type | Growth Capital |
| Advisor(s) | Lawson Lundell (Legal) |
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| Category | Private Equity Firm |
|---|---|
| Founded | 2006 |
| PE ASSETS | 4.4B USD |
| Size | Large |
| Type | Sector Agnostic |
Lee Equity Partners is a private investment firm that looks for buyout and growth capital investments across a range of industries. Lee Equity Partners seeks investments requiring $50 to $150 million of equity capital. Lee Equity Partners was formed in 2006 by Thomas H. Lee, formerly of Thomas H. Lee Partners, LP.
| DEAL STATS | # |
|---|---|
| Overall | 37 of 37 |
| Sector (Insurance) | 4 of 4 |
| Type (Growth Capital) | 6 of 6 |
| State (British Columbia) | 2 of 2 |
| Country (Canada) | 3 of 3 |
| Year (2024) | 2 of 2 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2024-03-04 |
PCS Retirement
Philadelphia, Pennsylvania, United States PCS Retirement is a conflict-free retirement services platform automating the sale, design, valuation and management of retirement plans. PCS offers its services to over 800 channel partners to deliver a customizable platform ideally suited for registered investment advisors, independent broker dealers and investment management firms serving the retirement ecosystem. PCS Retirement was founded in 2001 and is based in Philadelphia, Pennsylvania. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2024-08-08 |
Simplicity Group
Summit, New Jersey, United States Simplicity Group is a financial product distribution firm focused on retirement planning solutions through a combination of annuity, life insurance, and securities products. Simplicity Group was founded in 2008 and is based in Summit, New Jersey. |
Sell | - |
