Lee Equity Partners Mergers and Acquisitions Summary

Private Equity Firm Profile

In the last 3 years, Lee Equity Partners has acquired 8 companies. It has also invested in 2 others.

Lee Equity Partners’ most common sectors for investment arehealthcare services (30%) and financial services (17%) . The Firm’s most common investment types include secondary buyout (37%) and buyout (lbo, mbo, mbi) (30%). In total, Lee Equity Partners has invested in 14 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 3 companies. The Firm’s most common exit type is secondary buyout (47%). Lee Equity Partners’ largest (disclosed) exit occurred in 2016 when it sold Universal American for $800M.

Join Mergr to view Lee Equity Partners’ full profile and discover more large private equity firms just like it.

M&A Summary

  • M&A Total Activity43
    • M&A Buy Activity30
    • M&A Sell Activity13
  • Total Sectors Invested 14
  • Total Countries Invested 2
  • M&A Buy/Sell Connections 16
  • M&A Advisors 15

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 ≤ '17 '18 '19 '20 '21 '22 T
Buy (2.2/yr) # 19 1 3 2 3 2 30
vol $1.2B $1.2B
Sell (0.6/yr) # 10 - 1 - 2 - 13
vol $1.9B $1.9B
  43

Most Recent M&A

Company Date Value Type
Bradford Health Services LLC 2022-10-28 - Secondary Buyout
Birmingham, Alabama · www.bradfordhealth.com
Therapy Partner Solutions 2022-01-14 - Growth Capital
Fernandina Beach, Florida · www.therapypartnersolutions.com
Unlimited Technology, Inc. 2021-12-02 - Buyout (LBO, MBO, MBI)
Chester Springs, Pennsylvania · www.UTIGlobal.com
K-MAC Enterprises, Inc. 2021-10-14 - Secondary Buyout
Fort Smith, Arkansas · www.kmaccorp.com
Alliance Corp. 2021-09-13 - Secondary Buyout
Mississauga, Ontario · www.alliancecorporation.ca
Summit Behavioral Healthcare LLC 2021-09-09 - Secondary Buyout
Franklin, Tennessee · www.summitbhc.com
Pure Financial Advisors 2021-09-01 - Growth Capital
San Diego, California · www.purefinancial.com
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
View All >>

Portfolio M&A

Company Acquired Add-On/Sale Date #
Simplicity Group Holdings 2020-10-16 Independent Planners Group LLC 2021-10-14 25
Summit, New Jersey · www.simplicitygroup.com Scottsdale, Arizona · www.ipg-us.com
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 4 (24%) - 9 (30%) 475M (38%)
Financial Services 2 (12%) 110M (100%) 5 (17%) 368M (30%)
Business Services 2 (12%) - 3 (10%) -
Insurance 2 (12%) - 2 (7%) -
Restaurants - - 2 (7%) -
Retail - - 1 (3%) 395M (32%)
Apparel/Textiles 1 (6%) - 1 (3%) -
Consumer Products 1 (6%) - 1 (3%) -
Franchising - - 1 (3%) -
Information Technology 1 (6%) - 1 (3%) -
Media 1 (6%) - 1 (3%) -
Plastics 1 (6%) - 1 (3%) -
Technology Hardware 1 (6%) - 1 (3%) -
Transportation 1 (6%) - 1 (3%) -
Total 17 $110M 30 $1.2B

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 16 (94%) 110M (100%) 28 (93%) 1.2B (100%)
  Texas 2 (12%) 110M (100%) 5 (17%) 368M (30%)
  New York 3 (18%) - 4 (13%) -
  Florida 3 (18%) - 3 (10%) -
  California 2 (12%) - 3 (10%) -
  Georgia 2 (12%) - 2 (7%) -
  Pennsylvania 1 (6%) - 2 (7%) 395M (32%)
  New Jersey 1 (6%) - 2 (7%) -
  Arizona 1 (6%) - 1 (3%) -
  Alabama 1 (6%) - 1 (3%) -
  Ohio - - 1 (3%) 475M (38%)
  Colorado - - 1 (3%) -
  Arkansas - - 1 (3%) -
  Tennessee - - 1 (3%) -
  Maryland - - 1 (3%) -
Canada 1 (6%) - 2 (7%) -
  Ontario 1 (6%) - 1 (3%) -
  British Columbia - - 1 (3%) -
Domestic 16 (94%) 110M (100%) 28 (93%) 1.2B (100%)
Cross-border 1 (6%) - 2 (7%) -
Total 17 $110M 30 $1.2B

Acquisitions by Deal Type

Type Current # Value All-time # Value
Secondary Buyout 7 (41%) - 11 (37%) -
Buyout (LBO, MBO, MBI) 6 (35%) 110M (100%) 9 (30%) 585M (47%)
Growth Capital 3 (18%) - 4 (13%) -
Going Private - - 2 (7%) 653M (53%)
Recapitalization - - 2 (7%) -
Consolidation 1 (6%) - 1 (3%) -
PIPE - - 1 (3%) -
Total 17 $110M 30 $1.2B

Exits by Deal Type

Type Total # Value
Secondary Sale 6 (46%) -
Trade Sale - Public Company 3 (23%) 1.9B (100%)
Trade Sale 2 (15%) -
Bankruptcy 1 (8%) -
IPO 1 (8%) -
Total 13 $1.9B

Top M&A Advisors

Financial Deals
Bank of America Merrill Lynch (BofA Securities)
2
Evercore Group LLC
2
Antares Capital LP.
1
Legal Deals
Weil Gotshal & Manges LLP
3
Willkie Farr & Gallagher LLP
2
Greenberg Traurig LLP
2

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%
12 (40%)
Exited to
Investor(s)
46%
6 (46%)
Strategic(s)
38%
5 (38%)

 Subscribe to unlock this and 185,153
investor and company profiles

Sign-up today to get full access

  • check  Unlimited Searches
  • check  Unlimited Profile Views
  • check  Build and Export Lists of
    • PE Backed Companies
    • Direct Investors & Acquirers
    • Advisors
    • Deals
    • & More

What's Mergr?

We built Mergr to save people the arduous and time-consuming process of tracking when companies are bought, sold, and who currently owns them.

Every day, new opportunities emerge around M&A and we help professionals of all types comb through transactions, investors, and corporate acquirers via an easy-to-use web database that is accessible to anyone.

Try us for 1 week free today!

Mergr, the Easiest-to-Use PE and M&A DB


Key Benefits

  • Stay informed on events in your industry
  • M&A research that takes seconds (not all afternoon)
  • Better understand your customers and prospects
  • Discover active buyers (or sellers)
Search
  • 4.4K Private Equity Firms
  • 176K M&A Transactions
  • 181K Companies Involved in M&A
    (Buyer, Seller, or Target)
  • 3.5K M&A Advisors
    (Investment Banks and Law Firms)
  • 66K M&A Contacts
    (PE and M&A Advisors)

Ready to try?

Join FREE for 1 Week

No obligation. Cancel anytime.