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Lee Equity Partners

Lee Equity Partners is a private equity firm specializing in financial services and healthcare services.

Last updated September 16, 2026

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Overview

Lee Equity Partners is a private equity firm specializing in financial services and healthcare services, two sectors where it brings deep domain expertise, a long-term perspective, and a thematic approach to its partnerships. Since its founding in 2006, it has completed more than 250 platform and add-on investments. Its strategy is rooted in alignment rather than control, partnering with founders, entrepreneurs, and management teams to scale operations, enhance performance, and pursue new growth opportunities through both organic initiatives and M&A.

History

Lee Equity Partners was founded in 2006. Since its founding, it has completed more than 250 platform and add-on investments. As of October 2025, the firm reports 19 years since inception, 2 core sectors, 42 platform companies, and 250+ add-on acquisitions.

Products and positioning

A private equity firm specializing in financial services and healthcare services, with a strategy rooted in alignment, not control.

Recent events

  • American Mobile Insurance Exchange launches in Florida[5]

    Reported:

    K2 Insurance Services and Lee Equity Partners announced the formation of American Mobile Insurance Exchange, a reciprocal exchange intended to provide mobile homeowners insurance coverage in Florida.

Sources5 sources

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