Lee Equity Partners Mergers and Acquisitions Summary

Private Equity Profile

In the last 3 years, Lee Equity Partners has acquired 6 companies.

Lee Equity Partners’ most common sectors for investment are healthcare services (28%) and financial services (20%). The Firm’s most common investment types include secondary buyout (36%) and buyout (lbo, mbo, mbi) (32%). In total, Lee Equity Partners has invested in 13 US states and 2 different countries. Its largest (disclosed) acquisition occurred in 2005 when it acquired MemberHealth for $475M.

In the last 3 years, Lee Equity Partners has exited 1 company. The Firm’s most common exit type is trade sale (46%). Lee Equity Partners’ largest (disclosed) exit occurred in 2016 when it sold Universal American for $800M.

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M&A Summary

  • M&A Total Activity36
    • M&A Buy Activity25
    • M&A Sell Activity11
  • Total Sectors Invested 11
  • Total Countries Invested 2
  • M&A Buy/Sell Connections 16
  • M&A Advisors 11

Lee Equity Partners

650 Madison Avenue, 21st Floor,
New York, New York 10022
United States
(212) 888-1500
www.leeequity.com

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 $100 million of equity capital. Lee Equity Partners was formed in 2006 by Thomas H. Lee, formerly of Thomas H. Lee Partners, LP.


Investment Criteria

Sectors of Interest: Business Services, Consumer Products, Financial Services, Franchising, Healthcare Services, Internet Software and Services, Manufacturing, Media, Restaurants, Retail

Target Transaction Types: Buyout (LBO, MBO, MBI), Going Private, Growth Capital, Recapitalization, PIPE

Geographic Preferences: East US, Midwest US, South US, West US

Transaction Criteria Min Max
Target Revenue - -
Target EBITDA - -
Investment Size 50 100
Enterprise Value 100 500
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '16 '17 '18 '19 '20 '21 T
Buy (1.8/yr) # 16 3 1 3 2 - 25
vol $1.2B $1.2B
Sell (0.4/yr) # 9 1 - 1 - - 11
vol $1.9B $1.9B
  36

Most Recent M&A

Company Date Value Type
Simplicity Group Holdings 2020-10-16 - Secondary Buyout
Summit, New Jersey · www.simplicitygroup.com
Solaris Health 2020-06-16 - Consolidation
Fort Lauderdale, Florida · www.solarishealthpartners.com
Cosmetic Solutions LLC 2019-10-22 - Buyout (LBO, MBO, MBI)
Boca Raton, Florida · www.naturalskincare.com
The Living Co. 2019-10-15 - Secondary Buyout
Garland, Texas · www.livingcompany.com
K2 Insurance Services LLC 2019-05-14 - Secondary Buyout
San Diego, California · www.k2ins.com
Aimbridge Hospitality 2019-01-07 - Secondary Buyout
Plano, Texas · www.aimbridgehospitality.com
McLarens Global Limited 2018-10-31 - Secondary Buyout
Norcross, Georgia · www.mclarensyoung.com
Westfall Technik, Inc. 2017-10-23 - Growth Capital
Chandler, Arizona · www.westfall-technik.com
Summit Behavioral Healthcare LLC 2017-10-11 - Secondary Buyout
Franklin, Tennessee · www.summitbhc.com
Eating Recovery Center LLC 2017-08-30 - Secondary Buyout
Denver, Colorado · www.eatingrecoverycenter.com
View All >>

Portfolio M&A

Company Acquired Add-On/Sale Date #
K2 Insurance Services LLC 2019-05-14 Skyward Specialty Insurance Group, Inc. - XPro Business 2021-01-20 3
San Diego, California · www.k2ins.com Houston, Texas
K2 Insurance Services LLC 2019-05-14 Aegis Surety Bonds and Insurance Services LLC 2021-01-20 2
San Diego, California · www.k2ins.com Harrisburg, Pennsylvania · www.aegissurety.com
McLarens Global Limited 2018-10-31 Lloyd Warwick International Ltd. 2020-06-12 1
Norcross, Georgia · www.mclarensyoung.com London, United Kingdom · www.lwil.co.uk
Prelude Fertility, Inc. 2016-10-17 Vivere Health LLC 2017-10-30 3
Atlanta, Georgia · www.preludefertility.com Franklin, Tennessee · www.viverehealth.com

M&A by Sector

Sector Current # Value All-time # Value
Healthcare Services 3 (21%) - 7 (28%) 475M (38%)
Financial Services 2 (14%) 110M (100%) 5 (20%) 368M (30%)
Restaurants 1 (7%) - 3 (12%) -
Business Services 1 (7%) - 2 (8%) -
Insurance 2 (14%) - 2 (8%) -
Retail - - 1 (4%) 395M (32%)
Apparel/Textiles 1 (7%) - 1 (4%) -
Consumer Products 1 (7%) - 1 (4%) -
Media 1 (7%) - 1 (4%) -
Plastics 1 (7%) - 1 (4%) -
Transportation 1 (7%) - 1 (4%) -
Total 14 $110M 25 $1.2B

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 14 (100%) 110M (100%) 24 (96%) 1.2B (100%)
  Texas 2 (14%) 110M (100%) 5 (20%) 368M (30%)
  New York 3 (21%) - 4 (16%) -
  Georgia 2 (14%) - 2 (8%) -
  Florida 2 (14%) - 2 (8%) -
  New Jersey 1 (7%) - 2 (8%) -
  California 1 (7%) - 2 (8%) -
  Tennessee 1 (7%) - 1 (4%) -
  Arkansas 1 (7%) - 1 (4%) -
  Arizona 1 (7%) - 1 (4%) -
  Ohio - - 1 (4%) 475M (38%)
  Pennsylvania - - 1 (4%) 395M (32%)
  Maryland - - 1 (4%) -
  Colorado - - 1 (4%) -
Canada - - 1 (4%) -
  British Columbia - - 1 (4%) -
Domestic 14 (100%) 110M (100%) 24 (96%) 1.2B (100%)
Cross-border - - 1 (4%) -
Total 14 $110M 25 $1.2B

Acquisitions by Deal Type

Type Current # Value All-time # Value
Secondary Buyout 7 (50%) - 9 (36%) -
Buyout (LBO, MBO, MBI) 5 (36%) 110M (100%) 8 (32%) 585M (47%)
Going Private - - 2 (8%) 653M (53%)
Growth Capital 1 (7%) - 2 (8%) -
Recapitalization - - 2 (8%) -
Consolidation 1 (7%) - 1 (4%) -
PIPE - - 1 (4%) -
Total 14 $110M 25 $1.2B

Exits by Deal Type

Type Total # Value
Secondary Sale 4 (36%) -
Trade Sale - Public Company 3 (27%) 1.9B (100%)
Trade Sale 2 (18%) -
Bankruptcy 1 (9%) -
IPO 1 (9%) -
Total 11 $1.9B

Top M&A Advisors

Financial Deals
Evercore Group LLC
 2
Antares Capital LP.
 1
SunTrust Robinson Humphrey, Inc.
 1
Legal Deals
Weil Gotshal & Manges LLP
 2
Willkie Farr & Gallagher LLP
 1
Dorsey & Whitney LLP
 1

Deal Values

buy # Total
$100M to $1B 4 $1.2B
TOTAL $1.2B
Largest MemberHealth, Inc.
$475M (2005-11-14)
sell # Total
$100M to $1B 3 $1.9B
TOTAL $1.9B
Largest Universal American Corp.
$800M (2016-11-17)

M&A Connections

Deals
Acquired from
Investor(s)
40%
10 (40%)
Exited to
Investor(s)
36%
4 (36%)
Strategic(s)
45%
5 (45%)

Investor Summary

Size

Large

Established

2006

Specialist/Generalist

Generalist

Leadership

Thomas Lee

Chairman

Mark Gormley

Partner

Benjamin Hochberg

Partner

Collins Ward

Partner

Daniel Rodriguez

Partner

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