Fundraising Fox

Lee Equity Partners

Private equity

New York · 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 25, 2026.

Stage
Growth
HQ
New York, US
Instruments
Equity
Founded
2006
AUM
$5.8B
Tracked investments
1

Team · 58 people

from the firm's website
Collins Ward· Partner
Deepak Batheja· Operating Partnerin
Joseph Rotberg· Partner, CFO, CCO
Mark Gormley· Partner
Mark Mauceri· Partnerin
Sally Mahloudji Vogelhut· Partner, Head of Fundraising & Investor Relationsin
Yoo Jin Kim· Partner
Jeremy Meyers· Principalin
John Eppler· Principal
Ryan Fossella· Principal
Thomas MacLeod· Principal
Whitney McBride· Principal, Investor Relationsin
Alex Silliman· Vice Presidentin
Alyssa Falu· Executive Assistant
Andrew Romanus· Associatein
Benjamin Sacco· Vice Presidentin
Caroline Ptacek· Vice Presidentin
Charlotte Smith· Associate, Investor Relationsin
Christian Matkovic· Vice Presidentin
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 Presidentin
Ingrid Barbuceanu· Accounting Assistant
Jack McGarry· Senior Associatein
Jacqueline Merced· Executive Assistantin
Jim Wheeler· Vice Presidentin
John Coleman· Corporate Counsel / Compliancein
Jud Richardson· Vice President
Katherine Dean· Vice Presidentin
Lane McPhillips· Head of Human Capitalin
Lindsay Hoyt· Senior Associatein
Louis Sacks· Controllerin
Matthew Abramowitz· Controller
Michael Ferguson· Vice Presidentin
Michael Konovalov· Assistant Controllerin
Nathan Wise· Associatein
Neil Reddy· Senior Associatein
Niam Shah· Associatein
Nicholas Tedesco· Vice Presidentin
Paul Murray· Chief Technology Officer / Chief Security Officerin
Robert Anglin· Vice President, Technology
Sarah Dunivant· Executive Assistant
Shlomo Perl· Director of Finance and Accountingin
Sunny Chung· Senior Associatein
William Delaney· Associatein
Winslow Radcliffe-Trenner· Senior Associate

What they invest in

from 1 of 1 portfolio companies

InsurTech ×1

Investments · 1 tracked

founders shown can be your intro path
K2 Insurance Servicesk2ins.comin𝕏

K2 Insurance Services is a specialty insurance services company built through select acquisitions, offering insurance products via direct, retail, and wholesale distribution channels.

InsurTech

Co-investorsEndeavour CapitalWarburg Pincus

Portfolio news

latest coverage across their companies

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.
Where is Lee Equity Partners located?
Lee Equity Partners is headquartered in New York, US.

Media · Podcasts & interviews

featuring the team

Lee Equity Partners' Thomas H. Lee - YouTube

AVCJTelevision · Thomas H. Lee

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