Lee Equity Partners Overview
- Investor Type
- PE/Buyout
- Status
- Active
- Professionals
- 24
- Investments
- 85
- Portfolio
- 18
- Exits
- 18
Lee Equity Partners General Information
Description
Founded in 2006, Lee Equity Partners is a private equity firm based in New York, New York. The firm invests in a range of industries where the team has deep relationships developed over decades, including financial services, healthcare services, business services, and consumer.
Contact Information
Website
Year Founded
2006
Investor Status
Actively Seeking New Investments
Primary Investor Type
PE/Buyout
Other Investor Types
Growth/Expansion
Primary Office
- 40 West 57th Street
- Suite 1620
- New York, NY 10019
- United States
+1 (212) 000-0000
Lee Equity Partners Investments (85)
| Company Name | Deal Date | Deal Type | Deal Size | Industry | Company Stage | Lead Partner |
|---|---|---|---|---|---|---|
| 0000000000 00000 0 | 16-Oct-2020 | 0000000000 | Other Financial Services | Generating Revenue | 0000 0000000 | |
| 000 00000 | 01-Oct-2020 | 0000000000 | Other Insurance | Generating Revenue | 0000 0000000 | |
| 00000000 00000000 | 01-Jul-2020 | 0000000000 | Hospitals/Inpatient Services | Profitable | 0000 0000000 | |
| 0000000 000000 | 16-Jun-2020 | 00000000 000 | Practice Management (Healthcare) | 0000 0000000 | ||
| The Urology Group | 15-Jun-2020 | Buyout/LBO | Clinics/Outpatient Services | Generating Revenue | 0000 0000000 |
Lee Equity Partners Exits (18)
| Company Name | Exit Date | Exit Type | Exit Size |
|---|---|---|---|
| 0000000 000000000 | 29-Mar-2019 | 0000000000 | |
| 000000000 00000000 | 01-Feb-2019 | 0000000000 | |
| 000000 00000000 00 | 01-Nov-2017 | 0000000000 | |
| 000000000 00000000 | 28-Apr-2017 | 000000000000000000 | 00000 |
| WealthTrust (acquired) | 17-Apr-2017 | Buyout/LBO | 0000 |
Lee Equity Partners Investments by Industry, Year, and Region
Investments by Industry
Investments by Year
Investments by Region
PitchBook’s data visualizations quickly surface an investor’s historical investments—showing a breakdown of activity by industry, year and region.
Request a free trialLee Equity Partners Team (60)
| Name | Title | Deals | Funds | Boards | Office |
|---|---|---|---|---|---|
| Joseph Rotberg | Partner, Chief Financial Officer & Chief Compliance Officer | New York, NY | |||
| Caitlyn MacDonald | Partner & Head of Investor Relations | New York, NY | |||
| David Morrison | Partner & Senior Advisor | 0 | 0 | New York, NY | |
| Benjamin Hochberg | Partner | 00 | 0 | New York, NY | |
| Collins Ward | Partner | 0 | 0 | New York, NY |