The names on this page are hidden. Create a free account to reveal 5 records a month, or get Private Equity Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

Transactions / C•••••••••

L•••••••• C•••••• Announces a Strategic Investment in C••••••••• to Accelerate the Future of Voluntary Benefits Investment to support C•••••••••’s next phase of product innovation, platform expansion, and ecosystem growth L••••••••...

Growth investmentannouncedannounced Jul 7, 2026Fact
What happened
Platform
not an add-on on record
Control
unknown
Share acquired
unknown
Industry
technology / technology
Target location
FL, US
Seller kind
unknown
Rollover
unknown
Values, only where disclosed
Enterprise value
Not disclosed
Purchase price
Not disclosed
Equity value
Not disclosed
Target revenue
Not disclosed
Target EBITDA
Not disclosed
Multiple
Not disclosed
Parties and roles
7 named
Buy side
  • “We are excited to partner with N••• and the C••••••••• team,” said M••• V•••••••, Managing Partner at L••••••••.
  • M•••••• L•••••, Partner at L••••••••, said, “Voluntary benefits have become an increasingly important part of the modern employee value proposition, but the market remains fragmented and difficult to navigate.
  • L•••••••• C•••••• is a New York-based private equity firm that partners with growing companies at the nexus of financial services and technology, healthcare and business services.
Advisory side
  • D•••••• L••Legal adviserconfirmed
    TripleTree, LLC served as the Company’s exclusive financial advisor and D•••••• L•• served as legal counsel to C•••••••••.
  • D•••• P••• • W••••••• L••Legal adviserconfirmed
    D•••• P••• • W••••••• L•• served as legal counsel to L••••••••.
Side not stated
  • “In L••••••••, we found a partner that understands the complexity of our market and the scale of the opportunity ahead,” said N••• V••••••, Co-Founder and Chief Executive Officer of C•••••••••.
  • L•••••••• C•••••• L•• (“L••••••••”) today announced a strategic investment in C••••••••• (“the Company”), a leading voluntary benefits and employee savings technology platform, to support C•••••••••’s continued growth and mission to build the most trusted voluntary benefits experience for employers,
Evidence
L•••••••• C•••••• L•• (“L••••••••”) today announced a strategic investment in C••••••••• (“the Company”), a leading voluntary benefits and employee savings technology platform, to support C•••••••••’s continued growth and mission to build the most trusted voluntary benefits experience for employers, employees, brokers, carriers and partners.
L•••••••• C•••••• Announces a Strategic Investment in C••••••••• to Accelerate the Future | Private Equity Intelligence | DFX