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Transactions / P•••••••••

P••••••••• Partners Announces Strategic Investment from Lightyear Capital

Minority investmentclosedannounced Jul 14, 2026closed Jul 14, 2026Fact
What happened
Target
P•••••••••
Platform
not an add-on on record
Control
Minority
Share acquired
unknown
Industry
financial_services / accounting firm, tax
Target location
unknown
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
  • U•••• P•••••••Sponsorconfirmed
    “U•••• P••••••• is a principles-based private equity firm that partners investors and operators to build better together, measured by the economic surplus we create and share with all stakeholders.”
Advisory side
  • K••••••• • E•••• L••Legal adviserconfirmed
    “K••••••• • E•••• L•• served as legal counsel for P•••••••••, and D•••• P••• served as legal counsel for Lightyear.”
  • D•••• P•••Legal adviserconfirmed
    “K••••••• • E•••• L•• served as legal counsel for P•••••••••, and D•••• P••• served as legal counsel for Lightyear.”
  • G••••••••• S••••••••• L••Sell-side adviserconfirmed
    “G••••••••• S••••••••• L•• served as lead financial advisor to P••••••••• and U••••, with Koltin Consulting Group serving as an additional financial adviser to both parties.”
Side not stated
  • P•••• C••••Managementconfirmed
    ““We thank J••••• and the team for all we accomplished together over the past three years, from completing nine strategic add-ons, expanding service lines, and making significant investments in technology and offshoring, to rebranding as P••••••••• Partners to better capture the Company’s mission and”
  • J••••• D••••Managementconfirmed
    ““As we enter our next stage of growth supported by the outstanding Lightyear team, we are eager to pursue our lofty strategic goals and to continue to provide premier services to high net-worth individuals, family offices and closely held businesses,” said J••••• D••••, CEO and Co-Founder of P••••••”
  • P•••••••••Targetconfirmed
    “U•••• P••••••• (“U••••”), who invested in P••••••••• in April of 2023, will maintain a minority position in the Company.”
Evidence
“U•••• P••••••• (“U••••”), who invested in P••••••••• in April of 2023, will maintain a minority position in the Company.”
Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)confidence 80%recorded Sep 15, 2026
P••••••••• Partners Announces Strategic Investment from Lightyear Capital | Private Equity Intelligence | DFX