Buyout PE
Lee Equity
Lee Equity acquires controlling stakes in established, profitable businesses, from United States. It states a focus on financial services and healthcare & life sciences.
Stated investment criteria
What Lee Equity says it buys
Read from Lee Equity’s own website in August 2026. This is what the firm says it buys, not what anyone has recorded it buying, and figures are shown in the currency the firm itself used - nothing here is converted. Every line links to the page it was read from.
A stated mandate is a firm’s description of itself and was true of the page on the day it was read; firms widen and narrow what they will look at without updating the site. The team figure counts the people the firm shows on one team page, so it is a floor rather than a headcount: firms that split their team across tabs or load it in pages will read low. Nothing here is a commitment by Lee Equity to consider any particular business, and nothing on this page is represented as being for sale.
Regulatory record
How Lee Equity is registered
From this firm's Form ADV, the annual filing every registered and exempt investment adviser makes to the SEC.
| Adviser status | SEC registered |
| Regulatory assets under management | $5.8bn |
| Employees | 48 |
| Private funds advised | 30 · $5.8bn gross |
| SEC adviser number | CRD 157422 |
Valuation context
Transaction values in Financial Services
What companies have actually sold for in financial services, across 726 recorded transactions.
The full financial services picture - most active acquirers, recent transactions and every investor in the sector.
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Comparable investors
Similar mandates
Other buyout pe investors active in financial services.