M&A Deal Summary

Lee Equity Partners Acquires Shackleton

On June 17, 2025, private equity firm Lee Equity Partners acquired financial services company Shackleton

Acquisition Highlights
  • This is Lee Equity Partners’ 6th transaction in the Financial Services sector.
  • This is Lee Equity Partners’ 2nd transaction in the United Kingdom.

M&A Deal Summary

Date 2025-06-17
Target Shackleton
Sector Financial Services
Buyer(s) Lee Equity Partners
Deal Type Buyout (LBO, MBO, MBI)
Advisor(s) Lazard (Financial)
Pinsent Masons (Legal)

Target

Shackleton

London, United Kingdom
Shackleton is a provider of financial advisory services. Shackleton was formed in 1990 and is headquartered in London, United Kingdom.

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Buyer(S) 1

Buyer

Lee Equity Partners

New York, New York, United States

Investor Investor Investor Investor Investor


Category Private Equity Firm
Founded 2006
PE ASSETS 5.0B USD
Size Large
Type Sector Agnostic
DESCRIPTION

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 and is based in New York, New York.


DEAL STATS #
Overall 40 of 40
Sector: Financial Services M&A 6 of 6
Type: Buyout (LBO, MBO, MBI) M&A Deals 13 of 13
Country: United Kingdom M&A 2 of 2
Year: 2025 M&A 1 of 1
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2024-12-10 Cooper Parry

Derby, United Kingdom

Cooper Parry is a tax and audit advisor who works with entrepreneurial, fast-growth businesses across the UK to help them grow, become more tax efficient, get up to speed with their Tech, and transform their culture. Cooper Parry was formed in 1850 and is based in Derby, United Kingdom.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2025-08-12 Solaris Health

Fort Lauderdale, Florida, United States

Solaris Health is a urology-centric, multi-specialty physician practice management group providing clinical, operational, and administrative support to affiliated practices. Solaris Health was formed in 2020 and is based in Fort Lauderdale, Florida.

Sell $1.9B