Lightyear Capital

Identifying Trends.
Discovering Opportunities.

Since 2000, Lightyear Capital has provided private equity capital to a broad spectrum of companies across the financial services industry. With approximately $3.5 billion of capital raised, we seek to leverage our sector-focused expertise and market insights to create value in our portfolio for our investors.

Recent News:

Lightyear Capital and Ontario Teachers’ Pension Plan to Acquire Lendmark Financial Services
Lightyear Capital and PSP Investments Announce Sale of Advisor Group to Reverence Capital Partners
Cerity Partners Announces Merger with $500 Million Wealth Management Firm, Karsten Advisors

Private Equity Capital for Financial Services

Specialized

Lightyear is a specialist in financial services, a dynamic and diverse industry representing a significant portion of the U.S. economy. Financial services is opportunity rich but oft-overlooked: regulatory, tax, accounting, and business model complexities all require expertise. Our knowledge, gained over 16 years in financial services, positions Lightyear well to navigate the opportunities of this specialized space.

Experienced

Our Investment Committee has, on average, invested together at Lightyear for 13 years, worked together for over 15 years, and been in financial services for over 30 years, including in senior operational roles. Having completed over 40 investments since 2000 through its affiliated investment funds, the Lightyear team has extensive experience investing in and managing financial institutions.

Lightyear is deeply embedded in financial services, having invested in the industry for 18 years through multiple market cycles and environments. We believe our expertise in financial services and its sub-sectors allows Lightyear to identify opportunities and offer resources beyond capital to portfolio companies.

Industry Expertise

Financial services is a large and complex industry, representing approximately 15% of the S&P 500. We use top-down analysis, theme-based research, and our network to drive our sourcing. We view the industry as composed of six sectors and target growth sub-sectors within these six. Within each fund, we strive to create a diversified portfolio.

Asset and Wealth Management
Payments and Processing
Banking
Insurance
Brokerage
Specialty Finance

Creating Value

We believe our experience in the financial services industry helps create value for our portfolio companies and our investors. We strive to work hand-in-hand with management teams and owners to unlock value and create stronger companies. Below are some of the benefits and value drivers Lightyear aims to offer to our portfolio companies.

Access to Lightyear Network
Transaction Structuring
Add-on Acquisition Support
Experience in Regulated Environments
Operational Improvements
Data Analytics and Reporting Enhancements
Strengthened Governance

The portfolio companies presented are intended to be illustrative of the types of investments that may be made by the Funds and do not include all investments made.

Grid View List View

Lightyear Capital and Ontario Teachers’ Pension Plan to Acquire Lendmark Financial Services

Lightyear Capital and PSP Investments Announce Sale of Advisor Group to Reverence Capital Partners

Cerity Partners Announces Merger with $500 Million Wealth Management Firm, Karsten Advisors

Lightyear Capital Enters Purchase Agreement with Engage PEO

Lightyear Capital Announces Investment in Lighthouse

Cerity Partners Announces Merger with $11 Billion Blue Prairie Group

BGC Partners Completes Acquisition of Ed Broking Group Limited

Lightyear Capital Announces Senior Promotions

Investment and Wealth Management Firm HPM Partners Rebrands to Cerity Partners

Advisor Group's Woodbury Financial Selected as the Preferred Affiliation Partner for Questar Advisors

Lightyear Capital Acquires Controlling Stake in Augeo FI Loyalty

Lightyear Capital Closes Sale of Alegeus to Vista Equity Partners

Vista Equity Partners to Acquire Leading Consumer Directed Healthcare Firm Alegeus

Therapy Brands Closes Investment from Lightyear Capital and Oak HC/FT to Accelerate Growth

Wealth Enhancement Group Acquires Retirement Strategies, Inc. in Latest Step Toward National Strategic Expansion

Lightyear Capital Names Allison Cole Head of Fundraising and Investor Relations

Advisor Group's Royal Alliance Associates Acquires Signator Investors

HPM Partners Announces Sale of Emigrant Bank's Interest to Lightyear Capital

Lightyear Capital Closes Fourth Financial Services Buyout Fund

Lightyear Capital Announces Investment in Datalot

Lightyear Capital Acquires eCommission Financial Services

Lightyear Capital Announces $95 Million Investment in Ygrene Energy

Lightyear Capital Announces Sale of RidgeWorth Investments to Virtus Investment Partners

Lightyear Capital and PSP Investments Complete Purchase of Advisor Group

Lightyear Capital and PSP Investments Agree to Acquire AIG Advisor Group

Lightyear Capital Announces Sale of Clarion Partners to Legg Mason

Lightyear Capital Names Daniel Freyman Managing Director

Lightyear Capital Completes Acquisition of Majority Equity Stake in Pathlight Capital

Lightyear Capital Completes Acquisition Of Majority Equity Stake In Wealth Enhancement Group

Lightyear Capital Completes Sale of Paradigm Acquisition Corp. to Summit Partners

Lightyear Capital Names Martin Sullivan Operating Partner

RidgeWorth Buyout Closes, Becomes Independent Investment Firm

Lightyear Capital Completes Sale of Cetera Financial Group

Lightyear Capital Names Michal Petrzela Managing Director

Lightyear Capital Announces the Sale of Antares Holdings

Lightyear Capital Announces the Sale of Cetera Financial Group

Lightyear Capital Announces Closing of Controlling Investment in Cooper Gay Swett & Crawford

Lightyear Capital Leads Significant Investment in Cooper Gay Swett & Crawford

Lightyear Capital Closes Third Financial Services Buyout Fund

Lightyear Capital Completes Acquisition of the Healthcare Benefit Solutions Business from FIS

Lightyear Capital to Acquire FIS Healthcare Benefit Solutions Business for $335 Million

Lightyear Capital Acquires Control Stake In Paradigm Acquistion Corp.

Lightyear Capital Announces Sale of BakerCorp to Permira

Lightyear Capital Sells Argus Software to Altus Group

Leading Asset Manager ING Clarion Partners In Agreement to Be Acquired by Management Team and Lightyear Capital

Lightyear Capital Completes Sale of Leading Crop Insurer NAU Group

Lightyear Capital Sells Majority Stake in Leading Crop Insurer NAU Group

Lightyear Capital Completes Acquisition of Three Broker-Dealers from the ING Advisors Network

Lightyear Capital to Acquire ING Advisors Network

Lightyear Capital Makes Significant Investment in Higher One Holdings

Lightyear Capital Completes Antares Holdings Transaction

Lightyear Capital Leads Investor Group to Create Antares Holdings

Lightyear Capital Completes Final Closing on Second Financial Services Buyout Fund

Lightyear Fund Completes Acquisition of Baker Tanks

Lightyear Fund To Acquire Baker Tanks

Lightyear Capital Sells Kepler Equities to Landsbanki Íslands. Transaction Valued at €94 Million

The Lightyear Fund Invests in The NAU Group. Investment Positions Crop Insurance Company for Growth

Lightyear Capital Launches New Triple-A Rated Credit Protection Company

Lightyear Capital

9 West 57th Street
New York, NY 10019
(212) 328-0555

Business Proposals If you have a business opportunity you would like to share with us, please e-mail proposals@lycap.com

Employment Opportunities If you would like to be considered for a position at Lightyear, please e-mail a resume to careers@lycap.com

Investor Relations If you are a current or prospective investor and need more information, please e-mail IR@lycap.com

Media Inquiries Please contact Elliott Sloane at FTI Consulting at (212) 850-5722