Investment Summary

Lee Equity Partners Invests In Axis Insurance Managers

On June 10, 2024, private equity firm Lee Equity Partners invested in insurance company Axis Insurance Managers

Investment Highlights
  • This is Lee Equity Partners’ 4th transaction in the Insurance sector.
  • This is Lee Equity Partners’ 3rd transaction in Canada.
  • This is Lee Equity Partners’ 2nd transaction in British Columbia.

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)

Target

Axis Insurance Managers

Vancouver, British Columbia, Canada
Axis Insurance Managers provides local, national, and international clients with risk management and insurance services with a focus on specialized risks. Axis Insurance Managers is based in Vancouver, British Columbia.

Search 201,065 Deals Now

SEARCH BY

  • Buyer Type (PE or Strategic)
  • Deal Size ($10M to $10B+)
  • Sector (60 Sectors)
  • Deal Type
  • Geography
  • & More

Try For Free 7-Day Free Trial

Investor(S) 1

Investor

Lee Equity Partners

New York, New York, United States

Category Private Equity Firm
Founded 2006
PE ASSETS 4.4B 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 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
PREVIOUS DEAL
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 -
FOLLOWING DEAL
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 -