Latest news from Lee Equity Partners and our portfolio companies

October 01, 2024

Carisk Partners Acquires HeadsUp Healthcare

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September 23, 2024

Bradford Health Services Acquires Lakeview Health, Expands Comprehensive Addiction Treatment Network Nationwide

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August 20, 2024

Lee Equity Named on GrowthCap's “Top Private Equity Firms of 2024” List

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August 08, 2024

Lee Equity Exits Simplicity Group Holdings, Inc.

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July 01, 2024

Lee Equity Partners Closes Oversubscribed Fund IV at $1.3 Billion

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June 10, 2024

Axis Insurance Announces Strategic Growth Investment From Lee Equity Partners

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March 04, 2024

PCS Retirement Announces Investment From Lee Equity Partners and Names Scott David as CEO

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December 04, 2023

Carisk® Partners Recapitalizes with Lee Equity Partners and Elements Health Investors

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November 13, 2023

Bradford Health Services Acquires Vertava Health of Mississippi in Southaven

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October 10, 2023

Clearwater Cardiovascular Consultants Announces Partnership with Cardiovascular Logistics

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September 05, 2023

Atria Wealth Solutions Completes Acquisition of Wealth Management Firm Grove Point Financial

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August 09, 2023

Lee Equity Exits Cadent, LLC

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April 24, 2023

First Coast Cardiovascular Partners with Cardiovascular Logistics

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February 28, 2023

Lee Equity Partners, Coastwood Senior Housing Partners Announce Partnership between Integral Senior Living and Discovery Senior Living

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February 28, 2023

Cardiovascular Logistics Names New Chief Development Officer

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February 23, 2023

In Memoriam - Thomas H. Lee

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February 02, 2023

UroPartners and Lowcountry Urology Clinics Have Joined Solaris Health

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February 01, 2023

Lee Equity Partners Launches National Cardiology Platform

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January 11, 2023

Simplicity Partners with Grace Barnard, Judy Lane, and Daen Wombwell through the Acquisition of NIW

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December 01, 2022

Warburg Pincus to Acquire K2 Insurance Services from Lee Equity Partners

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November 01, 2022

Pure Financial Advisors Adds New Chief Operating Officer

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October 28, 2022

Lee Equity Partners Acquires Bradford Health Services from Centre Partners

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October 13, 2022

Lee Equity Partners and Coastwood Senior Housing Partners Announce Agreement to Invest in Discovery Senior Living

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September 06, 2022

Urology Associates Joins Solaris Health, Nation's Largest Urological Services Provider

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June 21, 2022

Simplicity Group acquires Element Insurance Partners – The 38th Organization to Join the Fast-Growing Partnership

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June 20, 2022

Unlimited Technology Adds Three to Board of Directors

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May 05, 2022

Simplicity Group Acquires Blue Ocean Financial Network and Welcomes Christopher Yen as Newest Partner

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May 03, 2022

Simplicity Group Acquires Buckhead Brokerage Group and Welcomes Forrest Mitchell as Newest Partner

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May 03, 2022

Simplicity Acquires Financial Security Associates and Welcomes Paige Blair as a Partner

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March 15, 2022

Cosmetic Solutions Acquires Private Label Select

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March 08, 2022

Simplicity Acquires Optima Financial & Insurance Services and Welcomes Jon Salomon and Greg Olson as Partners

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March 02, 2022

Unlimited Technology Partners with Integrated Security Technologies

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March 02, 2022

Advanced Urology Institute Joins Solaris Health

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January 14, 2022

Lee Equity Partners with Therapy Partner Solutions

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December 20, 2021

Anne Arundel Urology Joins Solaris Health, Nation's Largest Urological Services Provider

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December 02, 2021

Lee Equity Acquires Unlimited Technology

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November 15, 2021

Pure Financial Acquires Kaufman Kampe Advisors LLC

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November 15, 2021

Colorado Springs Urological Associates (CSUA) Signed Definitive Agreement with Solaris Health to Join the Nation's Largest Urological Services Provider

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November 08, 2021

Michigan Institute of Urology (MIU) Joins Solaris Heath

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November 03, 2021

Simplicity Acquires Sinclair Financial Solutions

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October 21, 2021

Keystone Benefit Group Joins Simplicity

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October 14, 2021

Simplicity Group Welcomes Independent Planners Group as 30th Acquisition

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October 12, 2021

Simplicity Group Acquires Algren Associates

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October 06, 2021

Solaris Health Adds Advanced Urology Associates

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October 06, 2021

Simplicity Group Acquires Oxbow Marketing Company and Partners with Robb Daugherty

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September 14, 2021

Simplicity Group Acquires Sawtooth Solutions, LLC, Enhancing its Wealth Advisory Offering with Sawtooth’s Market-Leading Technology

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September 13, 2021

Lee Equity and Twin Point Acquire Alliance Corporation

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September 09, 2021

Lee Equity and FFL Partners Sell Summit BHC to Patient Square Capital

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September 01, 2021

Lee Equity Invests in Pure Financial Advisors

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August 09, 2021

Simplicity Acquires Advisors Resource, LLC and Adds Industry Vets Tim Mastel, Dave Wohlwend, and Tom Burns as Partners

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August 03, 2021

McLarens Acquires Top Canadian Loss Adjusting Firm MGB Claims Consultants, Inc.

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June 15, 2021

Simplicity Group Acquires Insurance Network America

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May 06, 2021

Simplicity Group Acquires Guardian Financial Group

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April 20, 2021

Simplicity Group Acquires American Financial Network

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April 15, 2021

Simplicity Group Acquires Sunderland Group

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April 13, 2021

Simplicity Group Acquires Lenz Financial Group

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April 08, 2021

Atria Wealth Solutions Completes Acquisition of Independent Wealth Management Firm SCF Securities, Inc.

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April 06, 2021

Lee Equity Adds James Rothstein as Operating Partner

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March 02, 2021

Solaris Health Acquires Associated Urological Specialists

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February 01, 2021

McLarens Acquires Top Dutch Engineering Claims Company Vanderwal & Joosten

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January 27, 2021

Atria Wealth Solutions to Acquire Independent Wealth Management Firm SCF Securities, Inc.

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January 12, 2021

Solaris Health Partners with MidLantic Urology Partners

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October 16, 2020

Simplicity Announces a New Capital Investment from Lee Equity Partners

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June 16, 2020

Lee Equity Forms Solaris Heath

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June 11, 2020

McLarens Acquires Lloyd Warwick International

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May 29, 2020

K2 Completes Transaction with Pioneer Underwriters

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May 20, 2020

Atria Wealth Solutions Completes Acquisition of Western International Securities

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October 22, 2019

Lee Equity Acquires Cosmetic Solutions

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October 15, 2019

Lee Equity Acquires The Living Company

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May 14, 2019

Lee Equity to Acquire Insurance Services Provider K2

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January 08, 2019

Atria Wealth Solutions Acquires NEXT Financial Group, Inc.

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January 07, 2019

Lee Equity Partners Sells Aimbridge Hospitality to Advent International

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October 31, 2018

McLarens Announces Strategic Investment From Lee Equity Partners

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December 04, 2017

Atria Wealth Solutions Acquires CUSO Financial Services and Sorrento Pacific Financial

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October 23, 2017

Westfall Technik, Inc. Launches; Acquires Fairway Injection Molds, Inc. and Integrity Mold, Inc.

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October 11, 2017

Summit BHC Announces Strategic Investment From Lee Equity and FLL

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August 30, 2017

Lee Equity Sells Eating Recovery Center to CCMP

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August 07, 2017

Lee Equity Invests in Atria Wealth Solutions

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May 24, 2017

Thomas H. Lee interview at the 2017 Milken Conference

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April 13, 2017

HighTower Acquires Lee Equity Portfolio Company WealthTrust

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January 10, 2017

Lee Equity Promotes Five Investment Professionals

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November 21, 2016

Carlile Bancshares, Inc. Merges with Independent Bank Group, Inc.

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November 17, 2016

WellCare Health Plans, Inc. Acquires Universal American Corp.

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October 17, 2016

Lee Equity Partners with Serial Entrepreneur Martin Varsavsky to Form Prelude Fertility, Inc.

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December 04, 2015

PDR Network, LLC Acquired by Genstar Capital Affiliate

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October 12, 2015

Lee Equity Sells Majority Stake in Edelman Financial Services to Hellman & Friedman, LLC.

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