On the record · Investment firm

Lee Equity Partners

Middle-market PE firm with healthcare and business services focus

Research depth

Transactions sourced

At least one recorded transaction has a public source.

Record updated Oct. 10, 2026

Current ownership

Current owner not established

This record does not identify a current owner. That absence is a gap in the record, not a conclusion about ownership.

Ownership and transaction history

Chronology from recorded ownership periods, transactions and reviewed outcome events. Event order does not imply causation.

Nov. 24, 2021

Sale or exit completedR4R5R6

Acquirer: Patient Square Capital · Target: Summit BHC · Seller: FFL Partners · Sponsor: Patient Square Capital

Recorded history

May 9, 2017

NPI Medical / Westfall Technik

Add-on acquisition · Completed · Recorded transaction

Dec. 19, 2018

McLarens / Lee Equity Partners

Minority investment · Completed · Recorded transaction

Oct. 28, 2022

Bradford Health Services / Lee Equity Partners, LLC

Leveraged buyout · Completed · Recorded transaction

March 4, 2024

PCS Retirement / Lee Equity Partners, LLC

Leveraged buyout · Announced · Recorded transaction

Sources and evidence

Recorded transaction sources

These support a recorded transaction row. They have not passed the separate evidence-review process.

  1. R1
    Westfall Technik Acquires NPI Medical – Tonka Bay Equity

    Tonka Bay Equity Partners · Company announcement · Retrieved Oct. 2, 2026

    Supports: Recorded transaction

  2. R2
    McLarens and Lee Equity Partners announce the closing of investment partnership agreement

    McLarens · Company announcement · Dec. 19, 2018

    Supports: Recorded transaction

  3. R3
    McLarens Announces Strategic Investment from Lee Equity Partners

    McLarens · Company announcement · Oct. 31, 2018

    Supports: Recorded transaction

  4. R4
    Patient Square Capital Closes Acquisition of Summit BHC - Patient Square Capital

    Patient Square Capital · Company announcement · Retrieved Sept. 8, 2026

    Supports: Recorded transaction

  5. R5
    FFL Partners

    FFL Partners · Company announcement · Retrieved Sept. 8, 2026

    Supports: Recorded transaction

  6. R6
    Patient Square Capital to Acquire Summit BHC from FFL Partners and Lee Equity Partners - Patient Square Capital

    Patient Square Capital · Company announcement · Retrieved Sept. 8, 2026

    Supports: Recorded transaction

  7. R7
    Centre Partners Management LLC | October 28 2022

    Centre Partners · Company announcement · Retrieved Sept. 8, 2026

    Supports: Recorded transaction

  8. R8
    PCS Retirement Announces Investment from Lee Equity Partners and Names Scott David as CEO

    LLR Partners · Company announcement · March 4, 2024

    Supports: Recorded transaction

What we do not know

These are gaps in the public record, not findings about the organization.

  • The organization's operating status has not been researched.
  • No current public ownership assessment has been published.

Help improve this record

Firsthand experience, public sources and corrections can help close the gaps above.