Fundraising Fox

Lee Equity Partners

Private equity

Growth · 58 people tracked

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Investment thesis

Lee Equity Partners takes a thesis-based private equity approach centered on the financial services and healthcare services sectors. The firm emphasizes alignment over control, partnering with founders, entrepreneurs, and management teams to scale operations, improve performance, and pursue new opportunities through both organic initiatives and mergers and acquisitions. Bringing deep domain expertise and a collaborative mindset, it aims to be a preferred partner for management teams seeking to grow their businesses and create lasting value. Since its founding, the firm has completed more than 250 platform and add-on investments.

Source: firm website, verified Aug 6, 2026.

Stage
Growth
Instruments
Equity
Founded
2006

Team · 58 people

from the firm's website
Thomas H. Lee
Benjamin Hochberg· Partner
Christian Chauvet· Partner
Collins Ward· Partner
Daniel Rodriguez· Partner
Deepak Batheja· Operating Partner
Joseph Rotberg· Partner, CFO, CCO
Mark Gormley· Partner
Mark Mauceri· Partner
Sally Mahloudji Vogelhut· Partner, Head of Fundraising & Investor Relations
Thomas Holdstein· Partner
Yoo Jin Kim· Partner
Jeremy Meyers· Principal
John Eppler· Principal
Ryan Fossella· Principal
Thomas MacLeod· Principal
Whitney McBride· Principal, Investor Relations
Alejandro Jimenez· Associate
Alex Silliman· Vice President
Alyssa Falu· Executive Assistant
Andrew Romanus· Associate
Benjamin Sacco· Vice President
Caroline Ptacek· Vice President
Charlotte Smith· Associate, Investor Relations
Christian Matkovic· Vice President
Christopher Wang· Associate
Cristina Ferrer· Facilities
Crystal Scottborgh· Fund Accountant
Dee Tavares· Executive Assistant
Elkie Meshi· Administration
Ellen Toshach· Vice President
Falyn Spindel· Executive Assistant
Frederic Lamontagne· Vice President
Ian Cairns· Vice President
Ingrid Barbuceanu· Accounting Assistant
Jack McGarry· Senior Associate
Jacqueline Merced· Executive Assistant
Jim Wheeler· Vice President
John Coleman· Corporate Counsel / Compliance
Jud Richardson· Vice President
Katherine Dean· Vice President
Lane McPhillips· Head of Human Capital
Lindsay Hoyt· Senior Associate
Louis Sacks· Controller
Matthew Abramowitz· Controller
Michael Ferguson· Vice President
Michael Konovalov· Assistant Controller
Nathan Wise· Associate
Neil Reddy· Senior Associate
Niam Shah· Associate
Nicholas Tedesco· Vice President
Paul Murray· Chief Technology Officer / Chief Security Officer
Robert Anglin· Vice President, Technology
Sarah Dunivant· Executive Assistant
Shlomo Perl· Director of Finance and Accounting
Sunny Chung· Senior Associate
William Delaney· Associate
Winslow Radcliffe-Trenner· Senior Associate

Fund performance · per public LP disclosures · 4

as of Jun 2025
FundVintageCommittedNet IRRTVPIDPI
Lee Equity Partners Fund IVLPs: Teachers' Retirement System of the City of New York, New York City Employees' Retirement System, New York City Police Pension Fund +1 more20230.88x0.00x
Lee Equity Partners FundLPs: New York City Police Pension Fund, New York City Fire Department Pension Fund, New York City Employees' Retirement System20086.3%1.22x1.22x
Lee Equity Partners, L.P.LPs: Teachers' Retirement System of the City of New York20086.3%1.22x
LEE EQUITY PRT FD IV CO INVESTLPs: New York City Board of Education Retirement System1.07x

Source: public limited-partner disclosures (CalPERS, CalSTRS). Net IRR / TVPI / DPI as reported by the limited partner; a fund's early-year IRR is an interim estimate (J-curve).

Frequently asked questions

What stage does Lee Equity Partners invest at?
Lee Equity Partners invests at the Growth stage.
What sectors does Lee Equity Partners focus on?
Lee Equity Partners focuses on Fintech, Healthtech.

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