Fundraising Fox

Lee Equity Partners

Private equity

New York · Growth · 59 people tracked

Find your way into Lee Equity Partners

1,480 people in our graph share verified history with the Lee Equity Partners team — schools, employers, funds. One of them is your warm intro.

Laura Buhlerunlockedknows Christian Chauvet · together at McKinsey & Company (overlapped)
knows the team · via The Wharton School
knows the team · via Harvard University
knows the team · via Sutherland Global Services
×5knows the team · via McKinsey & Company
knows the team · via Interactions LLC
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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 Sep 15, 2026.

Stage
Growth
HQ
New York, US
Instruments
Equity
Founded
2006
AUM
$5.8B
Tracked investments
2

Team · 59 people

from the firm's website & public directories
Christian Chauvet· Partnerin
Collins Ward· Partner
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
Alejandro Jimenez· Associatein
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
Ingrid Barbuceanu· Accounting Assistant
Jack McGarry· Senior Associatein
Jacqueline Merced· Executive Assistantin
Jim Wheeler· Vice Presidentin
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
David J. Morrison· Executive Officer

What they invest in

from 2 of 2 portfolio companies

InsurTech ×2Enterprise Software ×1Fintech ×1

HQs:United States×1

Investments · 2 tracked

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

K2 Insurance Services offers specialty insurance products and services across lines including personal and commercial property, workers' compensation, professional and financial liability, casualty, auto, marine, cyber, and claims handling.

FintechInsurTech

Bob Kimmel(Founder & CEO)

Co-investorsWarburg PincusEndeavour Capital

McLarensmclarens.comin𝕏

McLarens is a global professional insurance services and forensic technical consulting provider offering loss adjusting, claims management, risk management, and auditing services to commercial and niche markets.

Enterprise SoftwareInsurTechNorcross, US

Co-investorsAltamont Capital Partners

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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