About Lee Equity
Lee Equity has completed 17 acquisitions, including Bradford Health Services, Cadent and Cosmetic Solutions. Lee Equity offers products and services including Growth Investing Services and Strategy Consulting Services.
- SectorsFinancial Services
- Email••••••••
- Legal Name Lee Equity Partners
- Investments & AcquisitionsBradford Health Services
& 16 more
Products & Services of Lee Equity
Lee Equity offers a comprehensive portfolio of products and services, including Growth Investing Services and Strategy Consulting Services.
Investments are made in leading middle market companies to accelerate revenue and EBITDA growth.
Consulting expertise is provided to partner with management teams and support portfolio company development.
People of Lee Equity
27 people are tracked at Lee Equity (11 in leadership, 16 in team).
| Name | Role | Group |
|---|---|---|
Jud Richardson | Vice President | Leadership |
Scott David | CEO | Leadership |
Joe Rotberg | Partner & Chief Financial Officer | Leadership |
Shlomo Perl | Director Of Finance And Accounting | Leadership |
Rob Anglin | Vice President Of Technology | Leadership |
Benjamin Sacco | Vice President | Leadership |
Frederic Lamontagne | Vice President | Leadership |
Nicholas Tedesco | Vice President | Leadership |
Paul Murray | Chief Technology Officer | Leadership |
Michael Ferguson | Vice President | Leadership |
Alexander Silliman | Vice President | Leadership |
Matt Abramowitz | Controller | Team |
Sarah Dunivant | Executive Assistant | Team |
Winslow Radcliffe-Trenner | Senior Associate | Team |
Mark Heinold | Strategic Advisor- Healthcare Services | Team |
Crystal Scottborgh | Fund Accountant | Team |
Lindsay Hoyt | Senior Associate | Team |
Neil Reddy | Associate | Team |
Thomas Holdstein | Principal | Team |
Matthew Kini | Associate | Team |
7 more people are available in the full profile.
Complete people profiles for Lee Equity
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Investments & Acquisitions by Lee Equity
Lee Equity has strategically engaged in corporate development activities, having acquired 17 companies. Notable acquisitions include Bradford Health Services, Cadent and Cosmetic Solutions.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Wealth management and investment solutions are provided to high-net-worth individuals. | shackletonadvisers.co.uk | London, United Kingdom | 1990 | Jun 2025 | •••• | |
Inpatient and outpatient addiction treatment programs are offered. | bradfordhealth.com | Birmingham, United States | 1977 | Oct 2022 | •••• | |
IT service suite solutions are provided to businesses globally. | utiglobal.com | Chester Springs, United States | 1999 | Dec 2021 | •••• | |
Insurance, investment, retirement, and business development services are provided. | simplicitygroup.com | Summit, United States | 2003 | Oct 2020 | •••• | |
A chain of urology care clinics is operated across locations. | urologygroup.com | Hamilton, United States | 1996 | Aug 2020 | •••• | |
Chain of multipecialty hospitals | imppllc.com | Farmingdale, United States | 2006 | Jun 2020 | •••• | |
Private label skincare is manufactured with custom formulations and packaging. | naturalskincare.com | Boca Raton, United States | 1997 | Oct 2019 | •••• | |
Cosmetic Solutions is engaged in retailing beauty and personal care products. | cosmeticsolutions.com | Pearl River, United States | 1996 | Oct 2019 | •••• | |
Home furniture is manufactured and supplied by The Living Company. | livingcompany.com | Garland, United States | 2002 | Oct 2019 | •••• | |
Specialty insurance programs are provided for brokers, carriers, and MGAs. | k2ins.com | San Diego, United States | 2011 | May 2019 | •••• |
Complete acquisition details for Lee Equity
Acquired stakes, deal sources and the complete acquisition history require an active premium plan.
- Acquired stakes
- Deal sources
- Complete history
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Verified entity values are shown only after access is granted.
Timeline of Lee Equity
10 dated milestones of Lee Equity across 6 years, from founding to its latest funding, stage changes and deals.
- Acquisition Acquires K2 Insurance Services.
- Acquisition Acquires The Living Company..
- Acquisition Acquires Cosmetic Solutions.
- Acquisition Acquires Cosmetic Solutions - Private Label Skin Care Manufacturer.
- Acquisition Acquires IMP.
- Acquisition Acquires The Urology Group.
- Acquisition Acquires Simplicity Group Holdings.
- Acquisition Acquires Unlimited Technology.
- Acquisition Acquires Bradford Health Services.
- Acquisition Acquires Shackleton - Britain’s financial adviser.
Web traffic of Lee Equity
Websites that share an audience with Lee Equity (leeequity.com).
Websites whose visitors overlap most with Lee Equity. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| thl.com | 100% | 25.4K | #868,118 | View details | |
| simplicitygroup.com | 64% | 31.8K | #1,387,865 | View details |
Latest news on Lee Equity
Complete news archive for Lee Equity
Full article history, source details, and older brand coverage require an active premium plan.
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Similar companies to Lee Equity
10 companies that operate in the same segment as Lee Equity (Asset Management), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | 1946 | Boston, Massachusetts, United States | USD 517.99 M | – | – | |
Provides mutual funds management and financial advisory services. | 1987 | Mumbai, Maharashtra, India | – | – | – | |
Global banking, investment, and wealth management services are offered worldwide. | 1974 | London, England, United Kingdom | – | USD 6.37 B | 7,550 | |
Insurance, banking, and wealth management services are provided worldwide. | 1816 | Paris, France | – | USD 128.35 B | 100,040 | |
Diversified investment management services are offered across multiple asset classes. | 2001 | Rio De Janeiro, Rio De Janeiro, Brazil | USD 273 M | – | – | |
Mutual funds, portfolio management, and retirement planning services are offered. | 2001 | Mumbai, Maharashtra, India | USD 142.4 M | USD 180.76 M | 1,840 | |
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | – | USD 126.21 B | 46,500 | |
Universal banking and financial advisory services are provided globally. | 1865 | London, England, United Kingdom | – | USD 141.4 B | 211,000 | |
Insurance and asset management services are offered in multiple regions. | 1696 | London, England, United Kingdom | – | USD 78.79 B | 29,090 | |
Online platform for stock trading, mutual funds, and investment tools. | 1994 | Mumbai, Maharashtra, India | – | – | – |
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Frequently Asked Questions about Lee Equity
Lee Equity Partners is recognized as a private equity firm that was established in 2006 and operates with a cumulative 170 years of industry experience. Investments are directed towards market-leading companies in high-growth sectors such as business services, financial services, and healthcare services. Partnerships with management teams are formed to utilize strategy consulting and growth investing expertise, aiming to enhance revenue and EBITDA growth across more than 225 platform companies and add-on acquisitions. Assets under management are maintained at 5.0 B as of March 2025, with a base in New York.
Lee Equity offers Growth Investing Services and Strategy Consulting Services.
Lee Equity has made 17 acquisitions, including Bradford Health Services, Cadent, and Cosmetic Solutions.
Lee Equity operates through Lee Equity Partners.