Our Approach


We make strong companies stronger.

At Lightyear, we partner with management teams of strong, growing companies. We deliver much more than capital through our experienced, integrated portfolio solutions team, operating partners network, and considerable domain expertise. As a result of our partnership, portfolio companies are able to broaden their markets, strengthen their operations, enhance their teams, and create enduring enterprise value. Simply stated, we make strong companies stronger.


Investment Criteria


Strong, Profitable Growth

Technology-Driven Competitive Edge

Multiple Levers For Value Creation

Ownership: Control

Profitable With EBITDA > $10M

Enterprise Value: $200M - $2B

Current Investment Themes

Select Sectors &

Financial Services

  • Wealth Advisory
  • Asset Management
  • Insurance Services
  • Retirement
  • Related Technology
  • Banking Services

Financial Technology

  • Financial Software
  • Payments
  • Embedded Finance
  • Insurance Technology


  • Benefits Distribution & Administration
  • Healthcare IT
  • Healthcare Payments
  • Payor Services
  • Provider Solutions
  • Revenue Cycle Management

Business Services

  • Accounting
  • Automation Providers and Beneficiaries
  • Data and Cybersecurity
  • Governance, Risk, and Compliance
  • Human Capital Management
  • Office of the CFO

One-Team Approach to Value Creation

Our investment approach is based on partnership and the joint creation of enduring value. We empower management teams by bringing deep domain expertise and a vast network of operating resources that provide strategic, operational, and financial support. We leverage our 20+ year history and extensive value creation toolkit to identify key strategic initiatives to accelerate growth. Every company is unique, but we believe our highly coordinated approach creates efficiencies, allows us to share best practices, and provide a more seamless and supportive experience for our management teams.