Lightyear Capital

New York, United States
Private equity firm investing in financial services sector

About Lightyear Capital

Lightyear Capital is a company based in New York (United States). Private equity firm investing in financial services sector. It operates on a B2B model. Lightyear Capital has completed 21 acquisitions, including Advisor Group, Alegeus and Allworth Financial.

Company details

Lightyear Capital is established as a private equity firm in New York, United States. Investments are directed toward companies within the financial services sector. Operations encompass the identification, acquisition, and management of equity stakes in targeted firms. Strategic support and capital allocation are provided to portfolio entities. The firms online presence is maintained through the domain lycap.com, facilitating investor relations and information dissemination across the United States.

  • Headquarters New York, United States
  • Website lycap.com
Key Metrics

People of Lightyear Capital

36 people are tracked at Lightyear Capital (18 in leadership, 5 in board & advisors, 13 in team).

NameRoleGroup
Kevin Mullaney
VPLeadership
Doug Chiciak
Chief Compliance OfficerLeadership
Michal Petrzela
Managing DirectorLeadership
Martin Sullivan
Operating PartnerLeadership
Jay Comerford
Managing DirectorLeadership
Natalie Ings
Managing DirectorLeadership
Robert Lyon
VP & ControllerLeadership
Ina Leonova
VP & ControllerLeadership
Noah Liff
Vice PresidentLeadership
Mark Vassallo
Managing PartnerLeadership
Daniel Stencel
Managing Director & Chief Financial OfficerLeadership
Tom Naratil
Operating PartnerLeadership
Maria Veltre
Operating PartnerLeadership
Gavin Poole
Operating PartnerLeadership
Kimberly Lu
Vice President, Fundraising & Investor RelationsLeadership
Joseph Raio
Vice PresidentLeadership
Courtney Sullivan
Managing Director, Head Of Fundraising And Investor RelationsLeadership
Lucy Williams
Vice President Of Human CapitalLeadership
Jim Foreman
Operating PartnerBoard & advisors
Kevin Watters
Senior AdvisorBoard & advisors

16 more people are available in the full profile.

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Investments & Acquisitions by Lightyear Capital

Lightyear Capital has strategically engaged in corporate development activities, having acquired 21 companies. Notable acquisitions include Advisor Group, Alegeus and Allworth Financial.

Acquisitions
Company NameDescriptionDomainLocationFoundedAcquiredAmount
Parking payments are enabled via mobile apps and phone services.
paybyphone.fr2009Feb 2026β€’β€’β€’β€’
Software services are provided by PracticeTek in Knoxville since 2020.
practicetek.comKnoxville, United States2020Dec 2021β€’β€’β€’β€’
Financial planning services are provided to clients in the UK.
wrensterling.comNottingham, United Kingdom2015Jul 2021β€’β€’β€’β€’
Provider of retirement planning services
allworthfinancial.comFolsom, United States2018Oct 2020β€’β€’β€’β€’
Enrollment and engagement outcomes are provided to insurance firms.
hpone.comTrumbull, United States2006Jun 2020β€’β€’β€’β€’
Wealth management and planning services are provided online.
ceritypartners.comNew York, United States2011Dec 2019β€’β€’β€’β€’
Auto and personal loans are provided to customers nationwide.
lendmarkfinancial.comLawrenceville, United States1996Jun 2019$600M
A suite of IT services is provided to various clients.
belighthouse.comBerlin, Germany2008May 2019β€’β€’β€’β€’
End-to-end HR services are provided for businesses.
engagepeo.comFort Lauderdale, United States2011May 2019$52.5M
Lighthouse is recognized for providing eDiscovery and AI-driven legal solutions.
lighthouseglobal.comSeattle, United States1995Apr 2019β€’β€’β€’β€’
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Acquired stakes, deal sources and the complete acquisition history require an active premium plan.

  • Acquired stakes
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Timeline of Lightyear Capital

10 dated milestones of Lightyear Capital across 7 years, from founding to its latest funding, stage changes and deals.

  1. Acquisition Acquires Lighthouse.
  2. Acquisition Acquires Engage PEO.
  3. Acquisition Acquires Lighthouse Technologies.
  4. Acquisition Acquires Lendmark Financial.
  5. Acquisition Acquires Cerity Partners.
  6. Acquisition Acquires HealthPlanOne.
  7. Acquisition Acquires Allworth Financial.
  8. Acquisition Acquires Wren Sterling.
  9. Acquisition Acquires PracticeTek.
  10. Acquisition Acquires PayByPhone.
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Frequently Asked Questions about Lightyear Capital

Lightyear Capital is headquartered in New York, United States. It is registered at New York, New York, United States.

Lightyear Capital is established as a private equity firm in New York, United States. Investments are directed toward companies within the financial services sector. Operations encompass the identification, acquisition, and management of equity stakes in targeted firms. Strategic support and capital allocation are provided to portfolio entities. The firms online presence is maintained through the domain lycap.com, facilitating investor relations and information dissemination across the United States.

Lightyear Capital has made 21 acquisitions, including Advisor Group, Alegeus, and Allworth Financial.

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