Firms, funds, people, portfolio companies and transactions from sworn filings and cited announcements, kept as a graph with a date and a source on every edge. Reported gross assets are never fund size, regulatory AUM is never dry powder, and a deal value prints only when someone disclosed it.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Firms / L•• E••••• P•••••••• L••

L•• E••••• P•••••••• L••

Buyout firm · probableUpper middle marketNew York, NYl••••••••.comSEC registered investment adviser
Classification
Class
Buyout firmprobable, confidence 80%
Basis
own website statement
Size band
Upper middle marketdefined by: proxy: $5.18bn Private Equity Fund GAV on the Form ADV filed 2024-03-29
Strategies
SECONDARIES
Classification history (2)
  1. Sep 13, 2026
    Buyout firm (probable, 80%, cls-pe-1)
    own website statement
    “Lee Equity Partners is a private equity firm specializing in financial services and healthcare services, two sectors where we bring deep domain expertise, a long-term perspective, and a thematic approach to our partnerships.”
    l••••••••.com
  2. Sep 13, 2026
    Buyout firm (confirmed, 85%, cls-pe-1)
    R6: 66 of 66 distinct vehicles are sworn Private Equity Funds; 32 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
Adviser type
registered investment adviser
Form ADV filings
Feb 13, 2012 to Mar 29, 2024
RAUM
$5.2Bregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
31
PE fund GAV, latest filing
$5.2Breported gross assets (Form ADV), not fund size
All private fund GAV
$5.2Bevery private fund type, latest filing
2024 PE fund GAV
$5.2Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
100%
Fund type mix
filed 2024-03-29, latest gav Private Equity Fund $5.2B, latest counts Private Equity Fund 31, lifetime distinct Private Equity Fund 66
Employees
39
Headquarters
New York, NY
Office address
40 WEST 57TH STREET, SUITE 1620, New York, NY, 10019-4031
Business phone
212-906-4900
Stated criteria beside observed behaviour
8 observed deals
Stated by the firm
Sectors
healthcare, financial services
Geography
not stated or not yet read
Revenue
not stated or not yet read
EBITDA
not stated or not yet read
Enterprise value
not stated or not yet read
Equity check
not stated or not yet read
Control
not stated or not yet read
Thesis
We partner with founders, entrepreneurs, and management teams to scale operations, enhance performance, and pursue new growth opportunities through both organic initiatives and M&A.
Observed from deals on record
roles
unknown 5, platform 3
period
to 2026-09-09, from 2022-10-28, undated holdings 4, dated observations 9
window
last 2026-09-09, first 2022-10-28
control
control 3, unknown 5
companies
8
geography
investments
8
seller kinds
sponsor 1
transactions
5
cadence by year
2022 exits 1, platforms 1, 2023 platforms 2, 2026 other deals 1
platform add on
add ons 0, platforms 3, add ons per platform 0
sector known for
3
disclosed value usd
n 0
sector distribution
count 2, share 0.25, value healthcare services, examples Cardiovascular Institute of the South, Bradford Health Services, count 1, share 0.125, value business services, examples Marwood Group
holding period years
n 0
repeat counterparties
role lender, shared 2, entity id 6e152f87-fc5a-4a77-b46c-2d09f47928b9
subsector distribution
count 1, share 0.125, value outpatient mental health substance, examples Bradford Health Services, count 1, share 0.125, value management consulting, examples Marwood Group

8 companies on the graph (5 transactions); most in healthcare services (2); 3 platforms and 0 add-ons; observed 2022 to 2026

Funds
55 on record, 3 more on the reporting tape
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
3•• L•• P•• C••••••••• L•••
ADV: Private Equity Fund
Co-investment vehicle2024
first reported on Form ADV
$165M
as of Mar 29, 2024
no Form DUnknown
3•• L•• E••••• P••••••• F••• I• C••••••••• L•••
ADV: Private Equity Fund
Co-investment vehicle2024
first reported on Form ADV
$27.8M
as of Mar 29, 2024
no Form DUnknown
2•• L•• E••••• P••••••• F••• I••••• L•
ADV: Private Equity Fund
Buyout fund2023
first reported on Form ADV
$552M
as of Mar 29, 2024
no Form DEarly deployment
2•• L•• E••••• P••••••• F••• I•• L•••
ADV: Private Equity Fund
Buyout fund2023
first reported on Form ADV
$456M
as of Mar 29, 2024
no Form DEarly deployment
2•• L•• C•••••• C•••••••• I•• L•••
ADV: Private Equity Fund
Co-investment vehicle2023
first reported on Form ADV
$236M
as of Mar 29, 2024
no Form DEarly deployment
2•• L•• C••••• C••••••••• L•••
ADV: Private Equity Fund
Co-investment vehicle2023
first reported on Form ADV
$153M
as of Mar 29, 2024
no Form DEarly deployment
2•• L•• C•••••• C•••••••• I••••• L•••
ADV: Private Equity Fund
Co-investment vehicle2023
first reported on Form ADV
$149M
as of Mar 29, 2024
no Form DEarly deployment
2•• L•• B•• C•••••••• L•••
ADV: Private Equity Fund
Co-investment vehicle2023
first reported on Form ADV
$143M
as of Mar 29, 2024
no Form DEarly deployment
2•• L•• E••••• P••••••• F••• I• E••••••• C••••••••• L•••
ADV: Private Equity Fund
Co-investment vehicle2023
first reported on Form ADV
$57.0M
as of Mar 29, 2024
no Form DEarly deployment
2•• L•• E••••• S•••••••• P••••••• F••• I•• L•
ADV: Private Equity Fund
Continuation vehicle2023
first reported on Form ADV
$38.1M
as of Mar 29, 2024
no Form DEarly deployment
2•• L•• M••••••• C••••••••• L•••
ADV: Private Equity Fund
Co-investment vehicle2022
first reported on Form ADV
$247M
as of Mar 29, 2024
no Form DEarly deployment
2•• L•• S••••••••• H•••••••• L•••
ADV: Private Equity Fund
buyout or unlabelled2021
first reported on Form ADV
$422M
as of Mar 29, 2024
no Form DActive deployment
2•• L•• S•••••• C••••••••• L•••
ADV: Private Equity Fund
Co-investment vehicle2021
first reported on Form ADV
$121M
as of Mar 29, 2024
no Form DActive deployment
0•• L•• E••••• P••••••• F••• I•• E••••••• C••••••••• L•••
ADV: Private Equity Fund
Co-investment vehicle2020
first reported on Form ADV
$31.4M
as of Mar 29, 2024
no Form DMature
1•• L•• E••••• P••••••• C•••••• C••••••••• L•••
ADV: Private Equity Fund
Co-investment vehicle2020
first reported on Form ADV
$2.1M
as of Mar 29, 2024
no Form DHarvest
0•• L•• E••••• P••••••• F••• I•••••• L•••
ADV: Private Equity Fund
Buyout fund2019
first reported on Form ADV
$733M
as of Mar 29, 2024
no Form DMature
0•• L•• E••••• P••••••• F••• I••• L•••
ADV: Private Equity Fund
Buyout fund2019
first reported on Form ADV
$471M
as of Mar 29, 2024
no Form DMature
0•• L•• F••• I•• C••••••••• L•••
ADV: Private Equity Fund
Co-investment vehicle2019
first reported on Form ADV
$86.9M
as of Mar 29, 2024
no Form DActive deployment
0•• L•• E••••• S•••••••• P••••••• F••• I••• L•••
ADV: Private Equity Fund
Continuation vehicle2019
first reported on Form ADV
$35.5M
as of Mar 29, 2024
no Form DMature
1•• L•• S••••• C••••••••• L•••
ADV: Private Equity Fund
Co-investment vehicle2019
first reported on Form ADV
$445,883
as of Mar 31, 2022
no Form DWound down
1•• L•• E••••• P••••••• F••• P•••••• C••••••••• L•••
ADV: Private Equity Fund
Co-investment vehicle2018
first reported on Form ADV
$108M
as of Mar 29, 2024
no Form DUnknown
0•• L•• E••••• P••••••• F••• I••••• L•••
ADV: Private Equity Fund
Buyout fund2017
first reported on Form ADV
$446M
as of Mar 29, 2024
no Form DUnknown
0•• L•• E••••• P••••••• R••••••••• F•••• L•••
ADV: Private Equity Fund
Buyout fund2017
first reported on Form ADV
$246M
as of Mar 29, 2024
no Form DHarvest
0•• L•• E••••• P••••••• F••• I•• L•••
ADV: Private Equity Fund
Buyout fund2017
first reported on Form ADV
$206M
as of Mar 29, 2024
no Form DUnknown
0•• L•• E••••• P••••••• F••• I• E••••••• C••••••••• L•••
ADV: Private Equity Fund
Co-investment vehicle2017
first reported on Form ADV
$23.8M
as of Mar 29, 2024
no Form DUnknown
0•• L•• E••••• S•••••••• P••••••• R••••••••• F•••• L•••
ADV: Private Equity Fund
buyout or unlabelled2017
first reported on Form ADV
$18.5M
as of Mar 29, 2024
no Form DHarvest
3•• L•• E••••• P••••••• F••• I•••••••• A••• L•
ADV: Private Equity Fund
Buyout fund2015
first reported on Form ADV
$30.1M
as of Mar 29, 2016
no Form DWound down
3•• L•• E••••• S•••••••• P••••••• F••• I•••••••• A••• L•
ADV: Private Equity Fund
Continuation vehicle2015
first reported on Form ADV
$2.1M
as of Mar 29, 2016
no Form DWound down
4•• L•• E••••• S•••••••• P••••••• F••• ••••••••• I•••••••• A••• L•
ADV: Private Equity Fund
Continuation vehicle2015
first reported on Form ADV
$130,834
as of Mar 29, 2016
no Form DWound down
3•• L•• E••••• P••••••• F••• A•••••••• A••• L•
ADV: Private Equity Fund
Buyout fund2014
first reported on Form ADV
$77.4M
as of Mar 29, 2016
no Form DWound down
3•• L•• E••••• S•••••••• P••••••• F••• A•••••••• A••• L•
ADV: Private Equity Fund
Continuation vehicle2014
first reported on Form ADV
$5.4M
as of Mar 29, 2016
no Form DWound down
3•• L•• E••••• P••••••• O••••••••• F•••• L•
ADV: Private Equity Fund
Buyout fund2014
first reported on Form ADV
$2.8M
as of Mar 29, 2023
no Form DWound down
3•• L•• E••••• S•••••••• P••••••• F••• ••••••••• A•••••••• A••• L•
ADV: Private Equity Fund
Continuation vehicle2014
first reported on Form ADV
$335,272
as of Mar 29, 2016
no Form DWound down
3•• L•• A•••••••• C••••••••• G•••• I• L••
ADV: Private Equity Fund
Co-investment vehicle2014
first reported on Form ADV
$25,608
as of Mar 29, 2024
no Form DUnknown
3•• L•• C•• C••••••••• G•••• I• L••
ADV: Private Equity Fund
Co-investment vehicle2014
first reported on Form ADV
$4,230
as of Mar 29, 2024
no Form DHarvest
2•• L•• E••••• P••••••• F••• C•••••• A••• L•••
ADV: Private Equity Fund
Buyout fund2013
first reported on Form ADV
$95.0M
as of Mar 29, 2016
no Form DWound down
2•• L•• E••••• P••••••• F••• E•• A••• L•••
ADV: Private Equity Fund
Buyout fund2013
first reported on Form ADV
$89.0M
as of Mar 29, 2016
no Form DWound down
1•• L•• E••••• P••••••• F••• S••••• A••• L•••
ADV: Private Equity Fund
Buyout fund2013
first reported on Form ADV
$86.8M
as of Mar 29, 2016
no Form DWound down
1•• L•• E••••• P••••••• F••• S••••• A••• L•••
ADV: Private Equity Fund
Buyout fund2013
first reported on Form ADV
$85.1M
as of Mar 29, 2016
no Form DWound down
2•• L•• E••••• S•••••••• P••••••• F••• S••••• A••• L•••
ADV: Private Equity Fund
Continuation vehicle2013
first reported on Form ADV
$6.8M
as of Mar 29, 2016
no Form DWound down
2•• L•• E••••• S•••••••• P••••••• F••• C•••••• A••• L•••
ADV: Private Equity Fund
Continuation vehicle2013
first reported on Form ADV
$6.6M
as of Mar 29, 2016
no Form DWound down
2•• L•• E••••• S•••••••• P••••••• F••• E•• A••• L•••
ADV: Private Equity Fund
Continuation vehicle2013
first reported on Form ADV
$6.2M
as of Mar 29, 2016
no Form DWound down
1•• L•• E••••• S•••••••• P••••••• F••• S••••• A••• L•••
ADV: Private Equity Fund
Continuation vehicle2013
first reported on Form ADV
$6.1M
as of Mar 29, 2016
no Form DWound down
2•• L•• E••••• S•••••••• P••••••• F••• ••••••••• S••••• A••• L•••
ADV: Private Equity Fund
Continuation vehicle2013
first reported on Form ADV
$438,445
as of Mar 29, 2016
no Form DWound down
2•• L•• E••••• S•••••••• P••••••• F••• ••••••••• C•••••• A••• L•••
ADV: Private Equity Fund
Continuation vehicle2013
first reported on Form ADV
$413,770
as of Mar 29, 2016
no Form DWound down
1•• L•• E••••• S•••••••• P••••••• F••• ••••••••• S••••• A••• L•••
ADV: Private Equity Fund
Continuation vehicle2013
first reported on Form ADV
$384,007
as of Mar 29, 2016
no Form DWound down
3•• L•• E••••• S•••••••• P••••••• F••• ••••••••• E•• A••• L•••
ADV: Private Equity Fund
Continuation vehicle2013
first reported on Form ADV
$382,594
as of Mar 29, 2016
no Form DWound down
2•• L•• C•••••• C••••••••• G•••• I• L••
ADV: Private Equity Fund
Co-investment vehicle2013
first reported on Form ADV
$266,693
as of Mar 29, 2019
no Form DWound down
2•• L•• E•• C••••••••• G•••• I• L••
ADV: Private Equity Fund
Co-investment vehicle2013
first reported on Form ADV
$56,454
as of Mar 29, 2017
no Form DWound down
3•• L•• P•••••• C••••••••• G•••• I• L••
ADV: Private Equity Fund
Co-investment vehicle2013
first reported on Form ADV
$30,341
as of Mar 29, 2024
no Form DHarvest
1•• L•• S••••• C••••••••• G•••• I• L••
ADV: Private Equity Fund
Co-investment vehicle2013
first reported on Form ADV
$21,091
as of Mar 29, 2024
no Form DMature
2•• L•• S••••• C••••••••• G•••• I• L••
ADV: Private Equity Fund
Co-investment vehicle2013
first reported on Form ADV
$9,855
as of Mar 29, 2024
no Form DHarvest
0••
ADV: Private Equity Fund
buyout or unlabelledunknown$4.6M
as of Mar 29, 2016
no Form DWound down
0••
ADV: Private Equity Fund
buyout or unlabelledunknown$2.7M
as of Apr 10, 2019
no Form DWound down
0••
ADV: Private Equity Fund
buyout or unlabelledunknown$44,813
as of Aug 21, 2020
no Form DWound down
Gross assets by year from the annual reporting tape

These funds appear in this adviser’s Form ADV reporting. One row per fund per year (the latest filing of that year). Values are reported gross assets, not fund size.

FundType (ADV)YearsPathLatest reported GAVSource
0••Private Equity Fund2017 to 2018
$2.0M
filed Jul 2, 2018
adviserinfo.sec.gov
0••Private Equity Fund2020 to 2024
$111,076
filed Mar 29, 2024
adviserinfo.sec.gov
0••Private Equity Fund2017 to 2018
$109,290
filed Jul 2, 2018
adviserinfo.sec.gov
Team
64 current, 4 former
Managing partner (4)
Partner (10)
Vice president (18)
Associate (7)
Platform (13)
4 former (kept with end dates)
Portfolio
8 relationships, 3 platforms, 0 add-ons
CompanyRoleStatusInvestedHeldPartnerSource
M•••••• G••••Role unknownactiveSep 9, 2026
transaction announcement
0 monthsJ••• E••••• (confirmed)Fact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
C••••••••• I•••••••• o• t•• S••••PlatformactiveMar 14, 2023
transaction announcement
3.5 yearsunknownFact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
B••••••• H••••• S•••••••PlatformactiveDec 9, 2022
transaction announcement
3.8 yearsunknownFact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
B••••••• H•••••PlatformactiveOct 28, 2022
transaction announcement
3.9 yearsM••• G•••••• (confirmed)Fact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
F•••• A••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
R•••••• A••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
S•••••• A••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
S•••••• A••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
Transactions
5 on record
DateTypeTargetThis firm’s roleSource
Sep 9, 2026Growth investmentM•••••• G••••Sponsor (confirmed)prnewswire.com
Mar 14, 2023Platform acquisitionC••••••••• I•••••••• o• t•• S••••Sponsor (confirmed)comvest.com
Mar 14, 2023Platform acquisitionC••••••••• I•••••••• o• t•• S••••Sponsorcomvest.com
Dec 9, 2022Platform acquisitionB••••••• H••••• S•••••••Sponsor (confirmed)comvest.com
Oct 28, 2022Sponsor to sponsorB••••••• H•••••Sponsor (confirmed)centrepartners.com
Placement agents, lenders, advisers and co-investors
11 relationships
Placement agents (2)
  • E••••••• G•••• L••••• 13 shared · very strong · last Jan 1, 2024
  • P••• H••• G•••• L•• 3 shared · strong · last Jan 1, 2024
Lenders (3)
Financial advisers (2)
  • C•••• C•••••• 1 shared · one time · last Oct 28, 2022
  • H••••• W••••••• 1 shared · one time · last Oct 28, 2022
Legal advisers (3)
  • D•••••• L•• 1 shared · one time · last Oct 28, 2022
  • B••• F••••• 1 shared · one time · last Oct 28, 2022
  • M•••••••• W••• • E•••• L•• 1 shared · one time · last Oct 28, 2022
Co-investors (1)
  • C•••••• C••••• P••••••• 1 shared · one time · last Mar 14, 2023
LP commitments
2 disclosed
  • A••••• P•••••••• F••• C••••••••• $55.0M apfc.org
  • A••••• P•••••••• F••• C••••••••• $25.0M apfc.org
Events
60 most recent
  1. Sep 9, 2026
    M•••••• G•••• Announces S•••••••• Investment from funds managed by L•• E••••• P•••••••• L•• and Appointment of Chris Librizzi as CEO
    Growth investmentFactM•••••• G••••Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
  2. Sep 8, 2026
    H•••••care Services M•••••• G•••• Announces S•••••••• Investment from Lee Equity Partners and Appointment of Chris Librizzi as CEO September 8, 2026
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  3. Aug 10, 2026
    H•••••care Services B••••••• H••••• S••••••• Enters New Phase of Growth, Names Justin Adams Chief Operating Officer and Adds J••• Hollinsworth to Board August 10, 2026
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  4. Jul 14, 2026
    H•••••care Services C••••••••• Logistics Names Dr. Gary Kirsh Chief Executive Officer July 14, 2026
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  5. Mar 31, 2026
    L•• E••••• P•••••••• L••: Private Equity Funds on Form ADV 31 (2024 extract) -> 30 (roster 2026-09-01)
    Pe fund count changedFactSEC Form ADV monthly roster (registered + exempt reporting advisers)
  6. Dec 31, 2025
    A••••• P•••••••• F••• C••••••••• reports Lee Equity Partners Fund III LP: $55,000,000 committed, vintage 2019
    Lp commitment disclosedFactA••••• P•••••••• F••• C•••••••••Public pension private-markets disclosures, read through the venture lane's LP report tape
  7. Dec 31, 2025
    A••••• P•••••••• F••• C••••••••• reports Lee Equity Partners Fund IV LP: $25,000,000 committed, vintage 2024
    Lp commitment disclosedFactA••••• P•••••••• F••• C•••••••••Public pension private-markets disclosures, read through the venture lane's LP report tape
  8. Oct 17, 2025
    Financial Services Lee Equity Partners Closes $1.6BN Reinvestment in McLarens Global Limited October 17, 2025
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  9. Oct 6, 2025
    Financial Services Arcadian Risk Capital Announces Investment from Lee Equity Partners October 6, 2025
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  10. Aug 12, 2025
    H•••••care Services Lee Equity Exits S•••••• H••••• August 12, 2025
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  11. Jun 17, 2025
    Financial Services Shackleton Announces Investment from Lee Equity Partners to Drive Next Phase of Growth June 17, 2025
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  12. Apr 15, 2025
    Financial Services Pure Financial Advisors, LLC Deepens Midwest Presence with Acquisition of Fairhaven Wealth Management, LLC April 15, 2025
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  13. Apr 14, 2025
    H•••••care Services C••••••••• Logistics and C•••••logy Consultants of Philadelphia Announce Partnership to Expand Access to C••••••••• Care in S••••eastern Pennsylvania April 14, 2025
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  14. Dec 10, 2024
    Financial Services Cooper Parry Partners with Lee Equity Partners to Deliver Transformational Growth for the UK's Next-Gen Professional Services Group December 10, 2024
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  15. Oct 1, 2024
    H•••••care Services Carisk Partners Acquires HeadsUp H•••••care October 1, 2024
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  16. Sep 23, 2024
    H•••••care Services B••••••• H••••• S••••••• Acquires Lakeview H•••••, Expands Comprehensive Addiction Treatment Network Nationwide September 23, 2024
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  17. Aug 8, 2024
    Financial Services Lee Equity Exits S••••••••• Group Holdings, Inc. August 8, 2024
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  18. Jul 1, 2024
    Firm Updates Lee Equity Partners Closes Oversubscribed Fund IV at $1.3 Billion July 1, 2024
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  19. Jun 10, 2024
    Financial Services Axis Insurance Announces S•••••••• Growth Investment From Lee Equity Partners June 10, 2024
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  20. Mar 4, 2024
    Financial Services PCS Retirement Announces Investment From Lee Equity Partners and Names Scott D•••• as CEO March 4, 2024
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  21. Dec 4, 2023
    H•••••care Services Carisk® Partners Recapitalizes with Lee Equity Partners and Elements H••••• Investors December 4, 2023
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  22. Nov 13, 2023
    H•••••care Services B••••••• H••••• S••••••• Acquires Vertava H••••• of Mississippi in S••••aven November 13, 2023
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  23. Oct 10, 2023
    H•••••care Services Clearwater C••••••••• Consultants Announces Partnership with C••••••••• Logistics October 10, 2023
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  24. Sep 5, 2023
    Financial Services Atria Wealth Solutions Completes Acquisition of Wealth Management Firm Grove Point Financial September 5, 2023
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  25. Aug 9, 2023
    Other Lee Equity Exits Cadent, LLC August 9, 2023
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  26. Apr 24, 2023
    H•••••care Services First Coast C••••••••• Partners with C••••••••• Logistics April 24, 2023
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  27. Mar 14, 2023
    C•••••• C••••• P••••••• Announces Investment in C••••••••• Logistics
    Platform investmentFactC••••••••• I•••••••• o• t•• S••••Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
  28. Feb 28, 2023
    H•••••care Services C••••••••• Logistics Names New Chief Development Officer February 28, 2023
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  29. Feb 28, 2023
    H•••••care Services Lee Equity Partners, Coastwood Senior Housing Partners Announce Partnership between Integral Senior Living and Discovery Senior Living February 28, 2023
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  30. Feb 2, 2023
    H•••••care Services UroPartners and Lowcountry Urology Clinics Have Joined S•••••• H••••• February 2, 2023
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  31. Jan 11, 2023
    Financial Services S••••••••• Partners with Grace Barnard, Judy L•••, and Daen Wombwell through the Acquisition of NIW January 11, 2023
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  32. Dec 9, 2022
    C•••••• C••••• P••••••• Announces Investment in B••••••• H••••• S•••••••
    Platform investmentFactB••••••• H••••• S•••••••Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
  33. Dec 1, 2022
    Financial Services Warburg Pincus to Acquire K2 Insurance Services from Lee Equity Partners December 1, 2022
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  34. Oct 28, 2022
    Lee Equity Partners Acquires B••••••• H••••• S••••••• from Centre Partners
    Platform investmentFactB••••••• H•••••Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
  35. Oct 28, 2022
    H•••••care Services Lee Equity Partners Acquires B••••••• H••••• S••••••• from Centre Partners October 28, 2022
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  36. Sep 6, 2022
    H•••••care Services Urology Associates Joins S•••••• H•••••, Nation's Largest Urological Services Provider September 6, 2022
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  37. Jun 21, 2022
    Financial Services S••••••••• Group acquires Element Insurance Partners – The 38th Organization to Join the Fast-Growing Partnership June 21, 2022
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  38. May 5, 2022
    Financial Services S••••••••• Group Acquires Blue Ocean Financial Network and Welcomes C••••••••• Yen as Newest Partner May 5, 2022
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  39. May 3, 2022
    Financial Services S••••••••• Group Acquires Buckhead Brokerage Group and Welcomes Forrest Mitchell as Newest Partner May 3, 2022
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  40. May 3, 2022
    Financial Services S••••••••• Acquires Financial Security Associates and Welcomes Paige Blair as a Partner May 3, 2022
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  41. Mar 15, 2022
    Other Cosmetic Solutions Acquires Private Label Select March 15, 2022
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  42. Mar 8, 2022
    Financial Services S••••••••• Acquires Optima Financial & Insurance Services and Welcomes Jon Salomon and Greg Olson as Partners March 8, 2022
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  43. Mar 2, 2022
    H•••••care Services Advanced Urology I•••••••• Joins S•••••• H••••• March 2, 2022
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  44. Mar 2, 2022
    Other Unlimited Technology Partners with Integrated Security Technologies March 2, 2022
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  45. Jan 14, 2022
    H•••••care Services Lee Equity Partners with Therapy Partner Solutions January 14, 2022
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  46. Dec 20, 2021
    H•••••care Services Anne Arundel Urology Joins S•••••• H•••••, Nation's Largest Urological Services Provider December 20, 2021
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  47. Dec 2, 2021
    Other Lee Equity Acquires Unlimited Technology December 2, 2021
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  48. Nov 15, 2021
    Financial Services Pure Financial Acquires Kaufman Kampe Advisors LLC November 15, 2021
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  49. Nov 8, 2021
    H•••••care Services Michigan I•••••••• of Urology (MIU) Joins S•••••• Heath November 8, 2021
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  50. Nov 3, 2021
    Financial Services S••••••••• Acquires Sinclair Financial Solutions November 3, 2021
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  51. Oct 21, 2021
    Financial Services Keystone Benefit Group Joins S••••••••• October 21, 2021
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  52. Oct 14, 2021
    Financial Services S••••••••• Group Welcomes Independent Planners Group as 30th Acquisition October 14, 2021
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  53. Oct 12, 2021
    Financial Services S••••••••• Group Acquires Algren Associates October 12, 2021
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  54. Oct 6, 2021
    Financial Services S••••••••• Group Acquires Oxbow M•••eting Company and Partners with Robb Daugherty October 6, 2021
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  55. Sep 14, 2021
    Financial Services S••••••••• Group Acquires Sawtooth Solutions, LLC, Enhancing its Wealth Advisory Offering with Sawtooth’s M•••et-Leading Technology September 14, 2021
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  56. Sep 13, 2021
    Other Lee Equity and Twin Point Acquire Alliance Corporation September 13, 2021
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  57. Sep 1, 2021
    Financial Services Lee Equity Invests in Pure Financial Advisors September 1, 2021
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  58. Aug 9, 2021
    Financial Services S••••••••• Acquires Advisors Resource, LLC and Adds Industry Vets Tim Mastel, Dave Wohlwend, and Tom Burns as Partners August 9, 2021
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  59. Aug 3, 2021
    Financial Services McLarens Acquires Top Canadian Loss Adjusting Firm MGB Claims Consultants, Inc. August 3, 2021
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  60. Jun 15, 2021
    Financial Services S••••••••• Group Acquires Insurance Network America June 15, 2021
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Across the graphs

L•• E••••• P•••••••• L•• is the same institution as 3 records in Independent Sponsors, RIA and Wealth and Allocators.

Independent Sponsors1RIA and Wealth1Allocators1

Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.

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