
Lee Equity II is a private investment firm that focuses on making strategic investments in the healthcare industry.
The firm was founded by Lee Equity Partners, a leading private equity investment firm with a proven track record of success.
Lee Equity II has a strong focus on investing in innovative healthcare companies that have the potential to disrupt the market and drive growth.
Some of the key investment areas for Lee Equity II include medical devices, pharmaceuticals, and healthcare services.
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Details
Lee Equity II is a private equity fund, relying on the Reg D exemption for its operations.
The fund is a master fund, indicating it's a larger fund that manages other funds.
There are 16 beneficial owners of the fund, which means they have a direct stake in the fund's performance.
Management owns a relatively small percentage of the fund, at just 1%.
The fund has a significant amount of non-US ownership, with a whopping 97% of the fund's ownership coming from outside the US.
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The fund's auditor is KPMG LLC, a reputable accounting firm that provides financial statement audits and other services.
The fund has no minimum investment requirement, making it accessible to a wide range of investors.
One percent of the fund is owned by fund of funds, which are investment vehicles that pool money from multiple sources.
Lee Equity Partners, LLC is the fund manager, and they have a significant track record of managing private equity funds, with 22 funds under their management.
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Industry Outlook
The industry outlook for Lee Equity II is looking bright. According to the company's history, Lee Equity II has successfully exited several investments, including a 2014 exit of a portfolio company that generated a 3x return on investment.
Lee Equity II's focus on investing in the lower middle market has allowed the firm to capitalize on opportunities that other firms may overlook. This strategy has led to a strong track record of returns for the firm's investors.
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The firm's ability to add value to its portfolio companies has been a key factor in its success. By leveraging its network of experienced investors and advisors, Lee Equity II has been able to provide its portfolio companies with the support they need to grow and thrive.
Lee Equity II's commitment to its investors is evident in the firm's focus on generating strong returns. The firm's goal of delivering a 3x return on investment is a testament to its dedication to its investors.
The firm's investment strategy has been successful in a variety of industries, including manufacturing and business services.
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Frequently Asked Questions
Who owns Lee equity?
The firm Lee equity is owned by Thomas H. Lee, a renowned private equity investor. He is also the founder of Thomas H. Lee Partners and the Blue Star group of fund of hedge funds.
How big is the Lee Equity Partners Fund?
The Lee Equity Partners Fund IV has a total size of $1.3 billion. It exceeded its initial target of $1.0 billion.
What do Lee Partners do?
Thomas H. Lee Partners invests in middle market growth companies across various sectors, including fintech, healthcare, and technology. They focus on supporting businesses with innovative solutions and growth potential.
Sources
- https://privatefunddata.com/private-funds/04-lee-equity-partners-fund-iia-lp/
- https://www.globalaginvesting.com/entrepreneurial-equity-partners-closes-fund-ii-at-546m/
- https://middlemarketgrowth.org/pe-weekly-platform-acquisition-fundraising-h2-dealmaking/
- https://www.bazaarvoice.com/press/bazaarvoice-announces-majority-investment-from-thomas-h-lee-partners/
- https://www.insurancetimes.co.uk/news/mclarens-secures-pe-backing-for-global-growth/1428690.article
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