Lee Equity Partners Overview

  • Investor Type
  • PE/​Buyout

  • Status
  • Active

  • Professionals
  • 30

Professionals

  • Investments
  • 179

  • Portfolio
  • 21

  • Exits
  • 29

Exits

Lee Equity Partners General Information

Company Description

Founded in 2006, Lee Equity Partners is a private equity firm based in New York, New York. The firm prefers to invest in business service, financial service and healthcare service sectors.

Business Details

Year Founded
2006
Investor Status
Actively Seeking New Investments
Primary Investor Type
PE/Buyout
Corporate Office
  • 40 West 57th Street
  • Suite 1620
  • New York, NY 10019
  • United States
+1 (212) 000-0000

Lee Equity Partners Investments & Acquisitions (179)

Company Name Deal Date Deal Type Deal Size Industry Company Stage Lead Partner
PCS Retirement 04-Mar-2024 0000000000 Other Financial Services Generating Revenue 000000 000000000
Symphony Financial Planning 04-Mar-2024 0000000000 Other Financial Services Generating Revenue 000000 000000000
CardioHealth 29-Jan-2024 0000000000 Hospitals/Inpatient Services Generating Revenue 0000000 0000
Designs in Life 18-Jan-2024 0000000000 Insurance Brokers Generating Revenue 0000 0000000
M&O Marketing 02-Jan-2024 Buyout/LBO 00000 Application Software Generating Revenue
You’re viewing 5 of 179 investments and acquisitions. Get the full list »

Want detailed data on 3M+ companies?

What you see here scratches the surface

Request a free trial

Want to dig into this profile?

We’ll help you find what you need

Learn more

Lee Equity Partners Exits (29)

Company Name Exit Date Exit Type Exit Size
Cadent (New York) 08-Aug-2023 0000000000 00000
K2 Insurance Services 27-Apr-2023 0000000000
Simplicity Financial Marketing Holdings 23-Sep-2022 0000000000
InterLuxe Holdings 09-May-2022 000 00 00000000
Summit Behavioral Healthcare 24-Nov-2021 Buyout/LBO
You’re viewing 5 of 29 exits. Get the full list »

Lee Equity Partners Fund Performance

Fund Name Vintage Size Dry Powder DPI RVPI TVPI IRR

This information is available in the PitchBook Platform. To explore Lee Equity Partners‘s full profile, request access.

Request a free trial

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 trial

Lee Equity Partners Management, Team & Partners (81)

Name Title Deals Funds Boards Office
Joseph Rotberg Partner, Chief Financial Officer & Chief Compliance Officer New York, NY
Paul Murray Chief Technology Officer & Chief Security Officer New York, NY
Sally Vogelhut Partner & Head of Investor Relations New York, NY
Benjamin Hochberg Partner 00 0 New York, NY
Christian Chauvet Partner 0 New York, NY
You’re viewing 5 of 81 team members. Get the full list »

Lee Equity Partners FAQs

  • What is Lee Equity Partners?

    Founded in 2006, Lee Equity Partners is a private equity firm based in New York, New York.

  • When was Lee Equity Partners founded?

    Lee Equity Partners was founded in 2006.

  • Who is the founder of Lee Equity Partners?

    Thomas Lee is the founder of Lee Equity Partners.

  • Where is Lee Equity Partners headquartered?

    Lee Equity Partners is headquartered in New York, NY.

  • What is Lee Equity Partners's total asset value?

    Lee Equity Partners has around 00.00 in total assets under management.

  • How many investments has Lee Equity Partners made?

    Lee Equity Partners has made 179 investments.

  • What has Lee Equity Partners invested in?

    Lee Equity Partners has made numerous investments in companies like PCS Retirement, Symphony Financial Planning, and CardioHealth within the Financial Services and Hospitals/Inpatient Services industries.

  • What has Lee Equity Partners invested in recently?

    Lee Equity Partners's latest investment was on 04-Mar-2024 in PCS Retirement, a company within the Financial Services industry.

Data Transparency

  • Meet our data hygiene team

    Discover how our experts ensure you’re getting the most accurate financial data in the industry.

    Read blog »
  • How PitchBook sources data

    Our data operations team has logged over 3.5 million hours researching, organizing, and integrating the information you need most.

    Discover our process »