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.

Firms / Lightyear Capital LLC

Lightyear Capital LLC

Buyout firmMiddle marketNew York, NYlycap.comSEC registered investment adviser

We partner with growth companies at the nexus of financial services and technology, healthcare, and business services.

Classification
Class
Buyout firmconfirmed, confidence 85%
Basis
R6: 26 of 26 distinct vehicles are sworn Private Equity Funds; 21 reported gross assets on a filing in 2022 or later
Size band
Middle marketdefined by: proxy: $4.41bn Private Equity Fund GAV on the Form ADV filed 2024-11-13
Classification history (1)
  1. Sep 13, 2026
    Buyout firm (confirmed, 85%, cls-pe-1)
    R6: 26 of 26 distinct vehicles are sworn Private Equity Funds; 21 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
Adviser type
registered investment adviser
Form ADV filings
Feb 14, 2012 to Nov 13, 2024
RAUM
$5.0Bregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
20
PE fund GAV, latest filing
$4.4Breported gross assets (Form ADV), not fund size
All private fund GAV
$4.4Bevery private fund type, latest filing
2024 PE fund GAV
$4.4Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
100%
Fund type mix
filed 2024-11-13, latest gav Private Equity Fund $4.4B, latest counts Private Equity Fund 20, lifetime distinct Private Equity Fund 26
Employees
49
Headquarters
New York, NY
Office address
40 WEST 57TH STREET, 22ND FLOOR, New York, NY, 10019
Business phone
212-328-0555
Stated criteria beside observed behaviour
33 observed deals
Stated by the firm
Sectors
not stated or not yet read
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
At Lightyear, we partner with management teams of strong, growing companies.
Observed from deals on record
roles
add on 7, unknown 21, platform 5
period
to 2026-07-14, from 2002-01-01, undated holdings 1, dated observations 45
window
last 2026-07-14, first 2022-08-24
control
control 8, unknown 25
companies
33
geography
count 1, share 0.03, value NJ, count 1, share 0.03, value CA
investments
33
seller kinds
family 2, founder 1, corporate parent 1
transactions
13
cadence by year
2022 add ons 3, 2023 other deals 1, 2024 add ons 2, other deals 2, 2025 add ons 1, other deals 1, 2026 add ons 1, platforms 1, other deals 1
platform add on
add ons 7, platforms 5, add ons per platform 1.4
sector known for
11
disclosed value usd
n 0
sector distribution
count 5, share 0.152, value healthcare services, examples PracticeTek, Marquee Health, CuraLinc Healthcare, CorpCare Associates, Inc., count 3, share 0.091, value software, examples GrowthPlug, Corestream, PayByPhone, count 2, share 0.061, value business services, examples King Risk Partners, Inszone, count 1, share 0.03, value financial services, examples Cerity Partners
holding period years
n 3, median 5.2
repeat counterparties
role legal adviser, shared 6, entity id a68d2839-e733-4ab6-874d-f7c198c1c830, role legal adviser, shared 3, entity id d5dcac40-2f44-4706-8d0b-4ad3dae6224f, role legal adviser, shared 2, entity id deb21b83-f5c0-4e2a-93eb-3c0ef69d004d
subsector distribution
count 3, share 0.091, value outpatient mental health substance, examples CuraLinc Healthcare, CorpCare Associates, Inc., Wellspring EAP, count 2, share 0.061, value insurance agencies brokerage, examples King Risk Partners, Inszone, count 2, share 0.061, value software, examples GrowthPlug, PayByPhone, count 1, share 0.03, value dental, examples PracticeTek, count 1, share 0.03, value insurance software, examples Corestream, count 1, share 0.03, value other ambulatory, examples Marquee Health, count 1, share 0.03, value financial services, examples Cerity Partners

33 companies on the graph (13 transactions); most in healthcare services (5); 5 platforms and 7 add-ons; median observed hold 5.2 years (n=3); observed 2002 to 2026

Funds
27 on record
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
PT Co-Invest II, L.P.
ADV: Private Equity Fund
Co-investment vehicle2024
first reported on Form ADV
$144M
as of Nov 13, 2024
no Form DUnknown
INS Co-Invest, L.P.
ADV: Private Equity Fund
Co-investment vehicle2024
first reported on Form ADV
$45.0M
as of Nov 13, 2024
no Form DUnknown
INS Co-Invest II, L.P.
ADV: Private Equity Fund
Co-investment vehicle2024
first reported on Form ADV
$17.5M
as of Nov 13, 2024
no Form DUnknown
Lightyear Fund VI, L.P.buyout or unlabelled2024
Form D first sale
unknownno reporting$1.1BFundraising
PT Co-Invest, L.P,
ADV: Private Equity Fund
Co-investment vehicle2023
first reported on Form ADV
$53.6M
as of Nov 13, 2024
no Form DEarly deployment
PS Co-Invest, L.P.
ADV: Private Equity Fund
Co-investment vehicle2022
first reported on Form ADV
$135M
as of Nov 13, 2024
no Form DEarly deployment
LY V-A Co-Invest, L.P.
ADV: Private Equity Fund
Co-investment vehicle2022
first reported on Form ADV
$90.5M
as of Nov 13, 2024
no Form DEarly deployment
Schm Co-Invest II, L.P.
ADV: Private Equity Fund
Co-investment vehicle2022
first reported on Form ADV
$58.1M
as of Nov 13, 2024
no Form DEarly deployment
Schm Co-Invest, L.P.
ADV: Private Equity Fund
Co-investment vehicle2022
first reported on Form ADV
$46.9M
as of Nov 13, 2024
no Form DEarly deployment
HP One Co-Invest, L.P.
ADV: Private Equity Fund
Co-investment vehicle2021
first reported on Form ADV
$227M
as of Nov 13, 2024
no Form DActive deployment
Allworth Co-Invest I, L.P.
ADV: Private Equity Fund
Co-investment vehicle2021
first reported on Form ADV
$101M
as of Nov 13, 2024
no Form DActive deployment
Allworth Co-Invest II, L.P.
ADV: Private Equity Fund
Co-investment vehicle2021
first reported on Form ADV
$7.5M
as of Nov 13, 2024
no Form DActive deployment
Lightyear Fund V, L.P.
ADV: Private Equity Fund
buyout or unlabelled2020
first reported on Form ADV
$754M
as of Nov 13, 2024
no Form DActive deployment
Lightyear Fund V-A, L.P.
ADV: Private Equity Fund
Feeder or parallel2020
first reported on Form ADV
$711M
as of Nov 13, 2024
no Form DActive deployment
Lighthouse Co-Invest, L.P.
ADV: Private Equity Fund
Co-investment vehicle2020
first reported on Form ADV
$292M
as of Nov 13, 2024
no Form DActive deployment
LY V Co-Invest, L.P.
ADV: Private Equity Fund
Co-investment vehicle2020
first reported on Form ADV
$233M
as of Nov 13, 2024
no Form DActive deployment
Lightyear Associates V, LLC
ADV: Private Equity Fund
buyout or unlabelled2020
first reported on Form ADV
$38.1M
as of Nov 13, 2024
no Form DActive deployment
Lightyear Fund IV, L.P.
ADV: Private Equity Fund
buyout or unlabelled2017
first reported on Form ADV
$1.2B
as of Nov 13, 2024
no Form DMature
LY IV Co-Invest, L.P.
ADV: Private Equity Fund
Co-investment vehicle2017
first reported on Form ADV
$214M
as of Nov 13, 2024
no Form DUnknown
Ec3 Union Holdings Ltd.
ADV: Private Equity Fund
buyout or unlabelled2014
first reported on Form ADV
$216,642
as of Apr 14, 2020
no Form DWound down
Paradigm Co-Invest, LLC
ADV: Private Equity Fund
Co-investment vehicle2013
first reported on Form ADV
$49,312
as of Mar 30, 2016
no Form DWound down
Lightyear Fund III, L.P.
ADV: Private Equity Fund
buyout or unlabelledunknown$84.3M
as of Nov 13, 2024
no Form DHarvest
Lightyear Fund II, L.P.
ADV: Private Equity Fund
buyout or unlabelledunknown$41.4M
as of May 18, 2022
no Form DWound down
The Lightyear Fund, L.P.
ADV: Private Equity Fund
buyout or unlabelledunknown$3.3M
as of Mar 31, 2017
no Form DWound down
Lightyear Co-Invest Partnership III, L.P.
ADV: Private Equity Fund
Co-investment vehicleunknown$374,210
as of Nov 13, 2024
no Form DUnknown
Lightyear Co-Invest Partnership, L.P.
ADV: Private Equity Fund
Co-investment vehicleunknown$44
as of Mar 31, 2017
no Form DWound down
Lightyear Co-Invest Partnership II, L.P.
ADV: Private Equity Fund
Co-investment vehicleunknown$0
as of May 9, 2023
no Form DWound down
Team
72 current, 4 former
Partner (15)
Vice president (11)
Operating partner (9)
Investor relations (4)
Platform (17)
4 former (kept with end dates)
  • Donald Baird Marron · Member/Chairman And Founder · Oct 1, 2000 to Mar 5, 2020 Inference
  • Hayon Ellan Ben · Managing Director/Chief Financial Officer · Sep 1, 2014 to Mar 31, 2021 Inference
  • Laura Beth Mothersele · Chief Compliance Officer/Vice President - Legal - Lightyear Capital Llc · Jun 1, 2014 to Sep 21, 2015 Inference
  • Timothy James Kacani · Chief Compliance Officer/Chief Financial Officer - Lightyear Capital Llc · Apr 1, 2001 to Jul 3, 2014 Inference
Portfolio
35 relationships, 5 platforms, 7 add-ons
CompanyRoleStatusInvestedHeldPartnerSource
Tax Collector’s Office
add-on to Ygrene
Add-onactiveJul 14, 2026
transaction announcement
2 monthsunknownFact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
CorestreamRole unknownactiveJul 7, 2026
transaction announcement
2 monthsMark Francis Vassallo (confirmed)Fact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
AllworthPlatformactiveJan 1, 2026
year stated on the firm's page
9 monthsunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
PayByPhonePlatformactiveJan 1, 2026
year stated on the firm's page
9 monthsunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
King Risk PartnersRole unknownactiveAug 7, 2025
transaction announcement
1.1 yearsMark Francis Vassallo (confirmed)Fact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
CorpCare Associates, Inc.
add-on to CuraLinc Healthcare
Add-onactiveMay 5, 2025
transaction announcement
1.4 yearsunknownFact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
Wellspring EAP
add-on to CuraLinc Healthcare
Add-onactiveDec 5, 2024
transaction announcement
1.8 yearsunknownFact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
Marquee Health
add-on to CuraLinc Healthcare
Add-onactiveOct 29, 2024
transaction announcement
1.9 yearsunknownFact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
Prime PensionsRole unknownactiveMar 5, 2024
transaction announcement
2.5 yearsMark Francis Vassallo (confirmed)Fact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
CuraLinc HealthcarePlatformactiveJan 1, 2024
year stated on the firm's page
2.7 yearsMark Francis Vassallo (confirmed)Fact Investment organization websites (team, portfolio, strategy, criteria, news)
InszoneRole unknownactiveNov 27, 2023
transaction announcement
2.8 yearsMark Francis Vassallo (confirmed)Fact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
GrowthPlug
add-on to PracticeTek
Add-onactiveSep 22, 2022
transaction announcement
4.0 yearsunknownFact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
New York’s Muchler Financial Services
add-on to Allworth
Add-onactiveAug 24, 2022
transaction announcement
4.1 yearsunknownFact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
Second Opinion Partners
add-on to Allworth
Add-onactiveAug 24, 2022
transaction announcement
4.1 yearsunknownFact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
SchellmanRole unknownexited
exited Mar 5, 2026
Jan 1, 2021
year stated on the firm's page
5.2 yearsunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
ProfitSolvRole unknownexitedJan 1, 2020
year stated on the firm's page
6.7 yearsunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
Wealth Enhancement Group
add-on to Leading Global Growth Private Equity Firm TA Associates
Add-onactiveJul 31, 2019
transaction announcement
7.1 yearsMark F. Vassallo (confirmed)Fact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
Engage PEORole unknownexited
exited Aug 9, 2023
Jan 1, 2019
year stated on the firm's page
4.6 yearsunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
LendmarkRole unknownactiveJan 1, 2019
year stated on the firm's page
7.7 yearsunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
Cerity PartnersRole unknownexited
exited Jan 29, 2026
Jan 1, 2017
year stated on the firm's page
9.1 yearsunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
eCommissionRole unknownactiveJan 1, 2017
year stated on the firm's page
9.7 yearsunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
YgrenePlatformactiveJan 1, 2016
year stated on the firm's page
10.7 yearsunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
WEGRole unknownexitedJan 1, 2015
year stated on the firm's page
11.7 yearsunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
REDIRole unknownexitedJan 1, 2013
year stated on the firm's page
13.7 yearsunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
TGRRole unknownexitedJan 1, 2011
year stated on the firm's page
15.7 yearsunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
C&SRole unknownexitedJan 1, 2010
year stated on the firm's page
16.7 yearsunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
ARGUSRole unknownexitedJan 1, 2006
year stated on the firm's page
20.7 yearsunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
FlagstoneRole unknownexitedJan 1, 2006
year stated on the firm's page
20.7 yearsunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
HIIGRole unknownexitedJan 1, 2006
year stated on the firm's page
20.7 yearsunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
NAURole unknownexitedJan 1, 2005
year stated on the firm's page
21.7 yearsunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
NIBC.Role unknownexitedJan 1, 2005
year stated on the firm's page
21.7 yearsunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
KeplerRole unknownexitedJan 1, 2003
year stated on the firm's page
23.7 yearsunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
CFSRole unknownexitedJan 1, 2002
year stated on the firm's page
24.7 yearsunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
Leading Global Growth Private Equity Firm TA AssociatesPlatformactiveunknownunknownunknownFact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
PracticeTekPlatformactiveunknownunknownunknownFact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
Transactions
17 on record
DateTypeTargetThis firm’s roleSource
Jul 14, 2026Add-on acquisitionTax Collector’s OfficeSponsor (derived)communitynewspapers.com
Jul 7, 2026Growth investmentCorestreamSponsor (confirmed)llrpartners.com
Apr 14, 2026Platform acquisitionPayByPhoneSponsor (confirmed)lycap.com
Mar 5, 2026Exit to a strategic buyerSchellmanSeller (confirmed)lycap.com
Jan 29, 2026Exit to a strategic buyerCerity PartnersSeller (confirmed)lycap.com
Aug 7, 2025Growth investmentKing Risk PartnersSponsor (confirmed)lycap.com
May 5, 2025Add-on acquisitionCorpCare Associates, Inc.Sponsor (confirmed)lycap.com
Dec 5, 2024Add-on acquisitionWellspring EAPSponsor (confirmed)lycap.com
Oct 29, 2024Add-on acquisitionMarquee HealthSponsor (confirmed)lycap.com
Aug 12, 2024Growth investmentCuraLinc HealthcareSponsor (confirmed)lycap.com
Mar 5, 2024Growth investmentPrime PensionsSponsor (confirmed)lycap.com
Nov 27, 2023Growth investmentInszoneSponsor (confirmed)lycap.com
Aug 9, 2023Exit to a strategic buyerEngage PEOSeller (confirmed)lycap.com
Sep 22, 2022Add-on acquisitionGrowthPlugSponsor (confirmed)lycap.com
Aug 24, 2022Add-on acquisitionNew York’s Muchler Financial ServicesSponsor (confirmed)lycap.com
Aug 24, 2022Add-on acquisitionSecond Opinion PartnersSponsor (confirmed)lycap.com
Jul 31, 2019Add-on acquisitionWealth Enhancement GroupSponsor (confirmed)lycap.com
Placement agents, lenders, advisers and co-investors
16 relationships
Placement agents (4)
  • Atlantic-Pacific Capital, Inc. 3 shared · strong · last Apr 20, 2026
  • Konomi, Inc. 2 shared · recurring · last Jan 1, 2020
  • UBS Securities LLC 2 shared · recurring · last Jan 1, 2017
  • UBS Financial Services Inc. 1 shared · one time · last Apr 20, 2026
Financial advisers (5)
  • William Blair & Company, L.L.C. 1 shared · one time · last Mar 5, 2024
  • Houlihan Lokey 1 shared · one time · last Aug 12, 2024
  • Sampford Advisors 1 shared · one time · last Sep 22, 2022
  • Alaris Acquisitions 1 shared · one time · last Aug 24, 2022
  • TAG Financial Institutions Group 1 shared · one time · last Aug 7, 2025
Legal advisers (6)
  • Davis Polk & Wardwell LLP 6 shared · very strong · last Jul 7, 2026
  • Locke Lord LLP 3 shared · strong · last Oct 29, 2024
  • Sidley Austin LLP 2 shared · recurring · last Aug 7, 2025
  • Foley & Lardner LLP 1 shared · one time · last Aug 7, 2025
  • Troutman Pepper Hamilton Sanders LLP 1 shared · one time · last Oct 29, 2024
  • Dechert LLP 1 shared · one time · last Jul 7, 2026
Co-investors (1)
LP commitments
0 disclosed
No LP commitment collected yet. An LP edge needs a public disclosure with a quote, such as a pension plan’s report or an announcement naming the LP.
Events
60 most recent
  1. Jul 14, 2026
    Jul 07, 2026 Lightyear Capital Announces a Strategic Investment in Corestream to Accelerate the Future of Voluntary Benefits
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  2. Jul 14, 2026
    Jul 14, 2026 Prosperity Partners Announces Strategic Investment from Lightyear Capital
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  3. Jul 7, 2026
    Lightyear Capital Announces a Strategic Investment in Corestream to Accelerate the Future of Voluntary Benefits Investment to support Corestream’s next phase of product innovation, platform expansion, and ecosystem growth Lightyear...
    Growth investmentFactCorestreamPress release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
  4. Apr 30, 2026
    Apr 30, 2026 Allworth Financial Announces Expansion of Strategic Investor Group
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  5. Apr 27, 2026
    Lightyear Capital LLC: Private Equity Funds on Form ADV 20 (2024 extract) -> 28 (roster 2026-09-01)
    Pe fund count changedFactSEC Form ADV monthly roster (registered + exempt reporting advisers)
  6. Apr 14, 2026
    Lightyear Capital Signs Agreement to Acquire PayByPhone
    Platform investmentFactPayByPhonePress release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
  7. Apr 14, 2026
    Feb 04, 2026 Lightyear Capital Signs Agreement to Acquire PayByPhone
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  8. Apr 14, 2026
    Apr 14, 2026 Lightyear Capital Closes Fund VI At Hard Cap with $2.5 Billion in Commitments
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  9. Apr 14, 2026
    Mar 05, 2026 Schellman Announces Strategic Partnership with Goldman Sachs Alternatives
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  10. Apr 14, 2026
    Mar 02, 2026 Prime Pensions Appoints Mark Cantin as Chief Executive Officer
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  11. Mar 5, 2026
    Schellman Announces Strategic Partnership with Goldman Sachs Alternatives
    ExitFactSchellmanPress release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
  12. Jan 29, 2026
    Cerity Partners Announces Exclusive Partnership with Nasdaq Private Market to Expand Offerings Across the Private Market Ecosystem
    ExitFactCerity PartnersPress release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
  13. Jan 29, 2026
    Dec 11, 2025 Cerity Partners Announces Exclusive Partnership with Nasdaq Private Market to Expand Offerings Across the Private Market Ecosystem
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  14. Oct 9, 2025
    Oct 09, 2025 King Risk Partners Continues to Build Out Its Executive Team as Growth Accelerates
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  15. Aug 7, 2025
    Lightyear Capital Partners with BHMS and Management to Support the Exceptional Growth of King Risk Partners
    Growth investmentFactKing Risk PartnersPress release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
  16. Aug 7, 2025
    May 05, 2025 CuraLinc Healthcare Acquires CorpCare, Expanding its Presence in the Southeastern Market
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  17. Aug 7, 2025
    Aug 07, 2025 CuraLinc Healthcare Appoints Dave Wynne as Chief Financial Officer
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  18. Aug 7, 2025
    Jun 24, 2025 ProfitSolv Secures Strategic Investment Co-led by FTV Capital and Existing Investor Lightyear Capital
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  19. Aug 7, 2025
    Apr 23, 2025 Lightyear Capital Partners with BHMS and Management to Support the Exceptional Growth of King Risk Partners
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  20. Feb 11, 2025
    Jan 22, 2025 Prime Pensions Appoints Mark Maselli CEO
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  21. Jan 9, 2025
    Dec 10, 2024 Allworth Financial Acquires WealthPoint Advisors, LLC
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  22. Jan 9, 2025
    Dec 05, 2024 CuraLinc Healthcare Acquires Wellspring EAP, Enhancing Access to Comprehensive Employee Wellbeing Solutions
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  23. Dec 4, 2024
    Dec 04, 2024 Ryan Wealth Management Joins Allworth Financial
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  24. Dec 4, 2024
    Nov 19, 2024 Allworth Financial Acquires CCA, LLP
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  25. Dec 4, 2024
    Nov 12, 2024 City Fiduciary Group Joins Allworth Financial
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  26. Dec 4, 2024
    Oct 29, 2024 CuraLinc Healthcare Announces Strategic Acquisition of Marquee Health
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  27. Oct 21, 2024
    Oct 08, 2024 Allworth Financial Expands East Coast Presence, Partners with George McKelvey Company
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  28. Oct 21, 2024
    Oct 01, 2024 Prime Pensions Acquires Piper Pension & Profit Sharing, Expanding West Coast Presence
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  29. Sep 19, 2024
    Aug 19, 2024 In Focus Group Joins Wren Sterling to Create South Coast Presence for National Firm
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  30. Sep 19, 2024
    Aug 12, 2024 CuraLinc Healthcare Announces Strategic Investment from Lightyear Capital to Support Next Phase of Growth
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  31. Sep 5, 2024
    Sep 05, 2024 Prime Pensions Expands Leadership Team to Propel Growth
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  32. Aug 12, 2024
    CuraLinc Healthcare Announces Strategic Investment from Lightyear Capital to Support Next Phase of Growth
    Growth investmentFactCuraLinc HealthcarePress release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
  33. Aug 5, 2024
    Aug 05, 2024 Prime Pensions Acquires Valley Forge Pension Management
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  34. Aug 5, 2024
    Jul 17, 2024 Wren Sterling Acquires Financial Planning Division of Howe Maxted Group
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  35. Aug 5, 2024
    Jun 17, 2024 Allworth Acquires $220M RIA in Northern California
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  36. Aug 5, 2024
    Jun 04, 2024 Gavin Poole Appointed New CFO of PracticeTek
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  37. Jun 3, 2024
    Jun 03, 2024 PracticeTek Acquires Full Ownership of Ora, Pioneering a New Era in Dental Practice Management
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  38. Jun 3, 2024
    May 28, 2024 Wren Sterling Announces First Acquisition of 2024 with TW Financial Planning Deal
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  39. Jun 3, 2024
    May 07, 2024 PracticeTek Appoints Steve Auerbach as New Chief Executive Officer
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  40. Apr 24, 2024
    Apr 24, 2024 Lightyear Capital Closes Single-Asset Continuation Vehicle
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  41. Apr 24, 2024
    Apr 08, 2024 Cerity Partners Announces Combination with Agility to Offer Outsourced Chief Investment Officer Capability
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  42. Apr 24, 2024
    Mar 13, 2024 Vehlo Acquires Leading Auto Shop Management Software, Shop-Ware
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  43. Mar 5, 2024
    Prime Pensions Announces Strategic Investment from Lightyear Capital for Next Phase of Growth
    Growth investmentFactPrime PensionsPress release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
  44. Mar 5, 2024
    Mar 05, 2024 Wren Sterling Hires New Chief Financial Officer to Drive Next Phase of its Strategic Growth
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  45. Mar 5, 2024
    Feb 26, 2024 Prime Pensions Announces Strategic Investment from Lightyear Capital for Next Phase of Growth
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  46. Mar 5, 2024
    Feb 14, 2024 Allworth Financial Announces New Partnership, Adds $300M in Client Assets
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  47. Mar 5, 2024
    Mar 05, 2024 Inszone Insurance Appoints Martin Sullivan as Non-Executive Chairman of the Board
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  48. Jan 24, 2024
    Jan 23, 2024 Allworth Financial Partners with Two New Firms, Adds $621M in Client Assets
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  49. Jan 24, 2024
    Dec 06, 2023 Allworth Financial Acquires Two Additional Firms, Adds Over $650M In Client Assets
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  50. Jan 24, 2024
    Nov 27, 2023 Inszone Announces Strategic Investment from Lightyear Capital, Joining BHMS as Co-Lead Investor for Next Phase of Growth
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  51. Nov 27, 2023
    Inszone Announces Strategic Investment from Lightyear Capital, Joining BHMS as Co-Lead Investor for Next Phase of Growth
    Growth investmentFactInszonePress release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
  52. Oct 12, 2023
    Oct 12, 2023 Allworth Financial Names New CEO
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  53. Oct 12, 2023
    Aug 24, 2023 Allworth Financial Appoints Tom Naratil to its Board of Directors
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  54. Aug 9, 2023
    Kohlberg & Company to Acquire Majority Stake in Engage PEO
    ExitFactEngage PEOPress release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
  55. Aug 9, 2023
    Aug 09, 2023 Kohlberg & Company to Acquire Majority Stake in Engage PEO
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  56. Aug 9, 2023
    Jul 11, 2023 Father-Daughter $260M Massachusetts Firm, The Harvest Group, Partners with Allworth Financial
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  57. Jul 5, 2023
    May 11, 2023 Double Acquisition Establishes Northern Ireland Presence for Wren Sterling Alongside Further North-West Expansion
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  58. Mar 8, 2023
    Mar 08, 2023 Allworth Acquires Nevada’s Redrock Wealth Management
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  59. Mar 8, 2023
    Mar 08, 2023 Allworth Financial Acquires $417M BD Affiliated Advisory Team From Indiana’s One To One Financial Advisors
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  60. Mar 8, 2023
    Jan 16, 2023 Wren Sterling Group Appoints Former CEO of Ruffer, Clemmie Vaughan to NED Role
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
Across the graphs

Lightyear Capital LLC is the same institution as 2 records in Independent Sponsors and RIA and Wealth.

Independent Sponsors1RIA and Wealth1

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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