Our Portfolio

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Advisor Group

Fund III

Exited

Financial Services

Investment Year: 2016-2019

Headquarters: Phoenix, AZ

# of Follow-On Investments: 3

During our ownership, Advisor Group was one of the largest networks of independent financial advisors in the United States. Advisor Group provided its financial advisors with a comprehensive suite of investment and savings products, including mutual funds, variable annuities, alternative investments, insurance products, retirement plans, and advisory services, as well as a technology platform and administrative support, including legal and compliance services.

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Alegeus

Fund III

Exited

Financial Technology

Healthcare

Investment Year: 2012-2018

Headquarters: Waltham, MA

# of Follow-On Investments: 1

During our ownership, Alegeus became a leader in the rapidly growing consumer directed healthcare payment and processing market with proven integrated technology serving some of the country’s largest health plans and strategic third-party administrators.

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Allworth

Fund V

Current

Financial Services

Investment Year: 2020

Headquarters: Sacramento, CA

# of Follow-On Investments: 16

Allworth provides retirement planning, investment advisory, tax planning and preparation, and estate planning to the mass affluent market. Allworth delivers long- and short-term investment planning and advice to help their clients strategically reach their goals for retirement.

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AmpliFI

Fund IV

Current

Financial Technology

Tech-Enabled Business Services

Investment Year: 2018

Headquarters: Naperville, IL

# of Follow-On Investments: 0

ampliFI is a bank technology and data & analytics company that provides a comprehensive outsourced loyalty platform to banks and credit unions. The Company has a technology that tracks points earned by cardholders, a comprehensive redemption offering, including classic and real time rewards, for cardholders to redeem their points, and a data & analytics platform.

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Antares

Fund II

Exited

Financial Services

Investment Year: 2007-2014

Headquarters: Hamilton, Bermuda

# of Follow-On Investments: 0

During our ownership, Antares was a specialty insurer and reinsurer operating in the Lloyd's market that underwrote a worldwide diversified range of property, casualty, marine, and aviation insurance and reinsurance business.

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ARGUS

Fund I

Exited

Financial Technology

Investment Year: 2006-2011

Headquarters: Houston, TX

# of Follow-On Investments: 2

During our ownership, ARGUS offered software and services to commercial real estate companies that enabled them to better manage the financial and operational performance of their real estate portfolios and to improve the visibility and flow of information.

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Athilon

Fund I

Exited

Financial Services

Investment Year: 2004-2010

Headquarters: New York, NY

# of Follow-On Investments: 0

During our ownership, Athilon was a financial services company that offered credit risk protection on structured financial assets to investment banks, commercial banks, insurance companies, corporations, and other institutions in the form of credit derivatives and other financial guaranty contracts.

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BakerCorp

Fund I

Exited

Financial Services

Investment Year: 2005-2011

Headquarters: Seal Beach, CA

# of Follow-On Investments: 2

During our ownership, BakerCorp was a liquid and solid containment equipment rental and leasing company serving a diverse customer base across numerous industries.

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C&S

Fund II

Exited

Financial Services

Investment Year: 2010-2016

Headquarters: Atlanta, GA

# of Follow-On Investments: 15

During our ownership, C&S grew from a startup bank to the second-largest community bank in Georgia.

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Callahan

Fund I

Exited

Investment Year: 2001-2006

Headquarters: Germany

# of Follow-On Investments: 0

During our ownership, Callahan was a cable operator located in Germany.

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Cascade

Fund II

Exited

Financial Services

Investment Year: 2011-2017

Headquarters: Bend, OR

# of Follow-On Investments: 3

During our ownership, Cascade was a community bank in the Pacific Northwest operating under the name of Bank of the Cascades.

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Cerity Partners

Fund IV

Exited

Financial Services

Investment Year: 2017-2022

Headquarters: New York, NY

# of Follow-On Investments: 14

Cerity Partners provides investment and wealth management services to wealthy individuals and their families, businesses and their employees, and nonprofit organizations.

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Cerity Partners

Fund V

Current

Financial Services

Investment Year: 2022

Headquarters: New York, NY

# of Follow-On Investments: 9

Cerity Partners provides investment and wealth management services to wealthy individuals and their families, businesses and their employees, and nonprofit organizations.

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Cetera

Fund II

Exited

Financial Services

Investment Year: 2010-2014

Headquarters: El Segundo, CA

# of Follow-On Investments: 4

During our ownership, Cetera grew into a large independent broker-dealer in the United States.

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CFS

Fund I

Exited

Financial Services

Investment Year: 2002-2006

Headquarters: Fredericksburg, VA

# of Follow-On Investments: 4

During our ownership, Collegiate was a vertically integrated education finance company that marketed, originated, financed, and serviced education loans.

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Clarion

Fund III

Exited

Financial Services

Investment Year: 2011-2016

Headquarters: New York, NY

# of Follow-On Investments: 0

During our ownership, Clarion was a U.S. real estate investment management firm offering a broad range of real estate strategies across the risk/return spectrum to its domestic and international institutional investors.

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Datalot

Fund IV

Exited

Financial Technology

Healthcare

Investment Year: 2017-2021

Headquarters: New York, NY

# of Follow-On Investments: 2

During our ownership, Datalot was a provider of mobile and web marketing solutions for the insurance industry. Datalot built a marketplace for insurance shoppers by connecting consumers with insurance carriers and agents. Datalot leveraged its technology platform and integrated call center operations to qualify consumer inquiries for primarily auto, home, health and life insurance products.

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DeepGreen

Fund I

Exited

Financial Services

Investment Year: 2004-2007

Headquarters: Cleveland, OH

# of Follow-On Investments: 0

During our ownership, DeepGreen was an online home equity lender.

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eCommission

Fund IV

Current

Financial Services

Financial Technology

Investment Year: 2017

Headquarters: Austin, TX

# of Follow-On Investments: 0

eCommission is a provider of commission advance services to real estate professionals. The company uses a technology-enabled platform that fully automates the approval process to provide a portion of future commission payments for residential real estate professionals, up to 120 days before the scheduled closing date.

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Ed Broking

Fund III

Exited

Financial Services

Financial Technology

Investment Year: 2013-2019

Headquarters: London, UK

# of Follow-On Investments: 4

During our ownership, Ed Broking was a global wholesale insurance and reinsurance broker with offices in the world’s key regional and global insurance centers. It was the eighth-largest Lloyd’s broker. Ed Broking matches risks brought to it by retail brokers and those seeking reinsurance coverage with underwriters in these major markets.

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Endurance

Fund I

Exited

Financial Services

Investment Year: 2001-2004

Headquarters: Hamilton, Bermuda

# of Follow-On Investments: 0

During our ownership, Endurance was a global provider of property and casualty insurance and reinsurance.

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Engage PEO

Fund IV

Exited

Tech-Enabled Business Services

Investment Year: 2019

Headquarters: Ft. Lauderdale, FL

# of Follow-On Investments: 4

Engage PEO is a professional employer organization (PEO) providing comprehensive HR outsourcing solutions to small and mid-sized businesses across the U.S. Engage’s service offerings include a full range of health and workers’ compensation insurance products, payroll technology and tax administration, risk management services, HR consulting and cloud-based technology as part of an extensive suite of HR and compliance solutions.

In August 2023, Lightyear completed a transaction to sell Engage to Kohlberg & Company. As part of the transaction, Lightyear will retain a minority investment in Engage.

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Findexa

Fund I

Exited

Investment Year: 2001-2005

Headquarters: Oslo, Norway

# of Follow-On Investments: 0

During our ownership, Findexa provided advertising services and published telephone directories in Norway.

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FirstSun

Fund III

Current

Financial Services

Investment Year: 2012

Headquarters: Denver, CO

# of Follow-On Investments: 5

FirstSun is a community bank created as a result of the merger of Strategic Growth Bank Inc. and Sunflower Financial, Inc. in June 2017. FirstSun Capital Bancorp services the American Midwest and Southwest.

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Flagstone

Fund II

Exited

Financial Services

Investment Year: 2006-2012

Headquarters: Luxembourg

# of Follow-On Investments: 4

During our ownership, Flagstone was a global reinsurance company that provided coverage for property catastrophe risks and other selected short-tail property casualty risks.

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Goldleaf

Fund I

Exited

Financial Technology

Investment Year: 2004-2006

Headquarters: Brentwood, TN

# of Follow-On Investments: 2

During our ownership, Goldleaf provided cash flow and financing solutions to community and small commercial banks.

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Higher One

Fund II

Exited

Financial Services

Financial Technology

Investment Year: 2008-2010

Headquarters: New Haven, CT

# of Follow-On Investments: 4

During our ownership, Higher One was a provider of technology and payment services to the higher education industry.

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HIIG

Fund II

Exited

Financial Services

Investment Year: 2006-2014

Headquarters: Houston, TX

# of Follow-On Investments: 2

During our ownership, HIIG was a diversified specialty property and casualty underwriter.

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HPOne

Fund IV

Current

Financial Technology

Healthcare

Investment Year: 2020

Headquarters: Trumbull, CT

# of Follow-On Investments: 0

HPOne is a technology-enabled platform and online marketplace for direct-to-consumer insurance distribution focused exclusively on the high-growth Medicare market. HPOne brings innovative and performance-based enrollment solutions to national and regional health plans.

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Inszone

Fund V

Current

Financial Services

Investment Year: 2023

Headquarters: Sacramento, CA

# of Follow-On Investments: 0

Inszone is a full-service insurance brokerage firm that provides a broad array of property & casualty insurance and employee benefits solutions.

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Kepler

Fund I

Exited

Financial Services

Investment Year: 2003-2005

Headquarters: Paris, France

# of Follow-On Investments: 0

During our ownership, Kepler provided agency brokerage services and research services through its integrated network of research analysts covering European companies.

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Key

Fund I

Exited

Investment Year: 2001-2004

Headquarters: Northville, MI

# of Follow-On Investments: 1

During our ownership, Key Plastics was a parts supplier to the automotive industry.

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Lendmark

Fund IV

Current

Financial Services

Investment Year: 2019

Headquarters: Lawrenceville, GA

# of Follow-On Investments: 0

Lendmark is a community-oriented consumer finance platform with over 500 branches across 19 states. Lendmark provides both direct consumer installment loans and merchant retail sales financing services. Lendmark offers a personalized, high-touch service model to consumers who are underserved by traditional lenders such as banks and credit unions.

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Lighthouse

Fund IV

Current

Tech-Enabled Business Services

Investment Year: 2019

Headquarters: Seattle, WA

# of Follow-On Investments: 1

Lighthouse is a provider of end-to-end technology-enabled governance, risk and compliance (“GRC”) and eDiscovery solutions to a global corporate and law firm client base. Clients are from highly regulated industries such as financial services, healthcare, pharmaceuticals, and technology.

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Medpointe

Fund I

Exited

Investment Year: 2001-2009

Headquarters: Cranbury, NJ

# of Follow-On Investments: 2

During our ownership, MedPointe was a specialty pharmaceutical company.

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NAU

Fund I

Exited

Financial Services

Investment Year: 2005-2010

Headquarters: Ramsey, MN

# of Follow-On Investments: 0

During our ownership, NAU specialized in the marketing, sale, and underwriting of crop insurance business in the Midwest and California.

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Neff

Fund II

Exited

Financial Services

Investment Year: 2007-2010

Headquarters: Miami, FL

# of Follow-On Investments: 0

During our ownership, Neff rented construction equipment to diversified non-residential real estate customers.

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New Flyer

Fund I

Exited

Investment Year: 2004-2008

Headquarters: Winnipeg, Alberta

# of Follow-On Investments: 0

During our ownership, New Flyer was an assembler of heavy-duty transit buses in North America.

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NIBC

Fund I

Exited

Financial Services

Investment Year: 2015-2016

Headquarters: The Hague, Netherlands

# of Follow-On Investments: 0

During our ownership, NIBC was a regional merchant bank that targeted the mid-sized Benelux market.

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Paradigm

Fund III

Exited

Healthcare

Tech-Enabled Business Services

Investment Year: 2012-2015

Headquarters: Walnut Creek, CA

# of Follow-On Investments: 0

During our ownership, Paradigm was a nationwide provider of outsourced catastrophic workers’ compensation case management services for insurance companies and self-insured employers.

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Pathlight

Fund III

Exited

Financial Services

Investment Year: 2015-2022

Headquarters: Hingham, MA

# of Follow-On Investments: 0

During our ownership, Pathlight was an asset‐based financing provider for mid‐sized companies.

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PracticeTek

Fund V

Current

Financial Technology

Healthcare

Investment Year: 2021

Headquarters: Knoxville, TN

# of Follow-On Investments: 5

PracticeTek provides practice management, patient engagement, integrated payments and other software solutions to the retail healthcare market. The PracticeTek platform helps retail healthcare practices digitally manage their business and the entire patient journey process including client acquisition, engagement, visits, and billing and payments.

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Prime Pensions

Fund V

Current

Financial Services

Investment Year: 2024

Headquarters: Florham Park, NJ

# of Follow-On Investments: 0

Prime Pensions is a national provider of third-party administration for retirement plans. The Company provides full coverage of defined contribution and defined benefit solutions, including design, implementation, and administration.

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ProfitSolv

Fund V

Current

Financial Technology

Investment Year: 2020

Headquarters: Knoxville, TN

# of Follow-On Investments: 8

ProfitSolv provides integrated billing, payments, and software solutions for professionals in the legal, accounting, and other professional services verticals. Through its platform subsidiaries, ProfitSolv serves law firms, accounting firms and other providers of professional services.

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REDI

Fund III

Exited

Financial Technology

Investment Year: 2013-2017

Headquarters: New York, NY

# of Follow-On Investments: 0

During our ownership, REDI was an execution management software for equities trading.

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RidgeWorth

Fund III

Exited

Financial Services

Investment Year: 2014-2017

Headquarters: Atlanta, GA

# of Follow-On Investments: 0

During our ownership, RidgeWorth was a multi-boutique asset management firm with equity and fixed income assets under management.

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Ripon

Fund I

Exited

Investment Year: 2004-2005

Headquarters: The Woodlands, TX

# of Follow-On Investments: 0

During our ownership, Ripon was an electricity generating provider to California.

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Schellman

Fund V

Current

Tech-Enabled Business Services

Investment Year: 2021

Headquarters: Tampa, FL

# of Follow-On Investments: 1

Schellman is a fast growing, technology-enabled provider of cybersecurity assessment and compliance to over 1,000 service and technology providers. The Company provides a comprehensive service offering including: SOC examinations, ISO certifications, FedRAMP assessments, PCI assessments, HITRUST assessments, cloud security assessments, penetration testing, and other compliance services. 

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SGCP

Fund III

Current

Financial Services

Investment Year: 2015

Headquarters: Stamford, CT

# of Follow-On Investments: 0

SGCP is a mortgage and mortgage‐related credit fund manager.

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Telmar

Fund I

Exited

Investment Year: 2003-2006

Headquarters: Irving, CA

# of Follow-On Investments: 2

During our ownership, Telmar was a supplier of infrastructure solutions to wireline and wireless communication providers.

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TGR

Fund II

Exited

Financial Services

Investment Year: 2011-2022

Headquarters: Naples, FL

# of Follow-On Investments: 2

During our ownership, TGR was a community bank serving markets along the Gulf Coast of Florida.

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Therapy Brands

Fund IV

Exited

Financial Technology

Healthcare

Investment Year: 2018-2021

Headquarters: Birmingham, AL

# of Follow-On Investments: 9

During our ownership, Therapy Brands provided integrated vertical payments and software solutions for professionals in the behavioral and mental health market. Through its platform subsidiaries, Therapy Brands served providers that specialize in psychotherapy, applied behavioral analysis, substance abuse, and other mental and behavioral health services.

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Vehlo

Fund V

Current

Financial Technology

Investment Year: 2022

Headquarters: Knoxville, TN

# of Follow-On Investments: 2

Vehlo is a provider of integrated software and payments processing solutions to aftermarket repair shops and vehicle dealerships in the United States and Canada. Vehlo’s comprehensive product suite includes payment processing, shop management and dealership workflow software, digital marketing and data analytics, and customer engagement software.

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WEG

Fund III

Exited

Financial Services

Investment Year: 2015-2019

Headquarters: Plymouth, MN

# of Follow-On Investments: 11

During our owernship, WEG was an independent financial planning and wealth management firm that provided comprehensive financial planning and advisory services for individuals and businesses. WEG focused on advising clients by providing them with comprehensive expertise and resources that are typically only available to large institutions and high net worth investors.

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Wren Sterling

Fund V

Current

Financial Services

Investment Year: 2021

Headquarters: Nottingham, UK

# of Follow-On Investments: 9

Wren Sterling is a UK independent financial advice and financial planning firm. Wren Sterling provides financial planning services for private and corporate clients across the UK, including pensions, investments, protection, estate planning and employee benefits.

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Yadkin

Fund II

Exited

Financial Services

Investment Year: 2010-2017

Headquarters: Raleigh, NC

# of Follow-On Investments: 8

During our ownership, Yadkin was a community bank serving North Carolina and South Carolina.

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Ygrene

Fund IV

Current

Financial Services

Investment Year: 2016

Headquarters: Miami, FL

# of Follow-On Investments: 0

Ygrene is a provider of residential, multifamily, and commercial Property Assessed Clean Energy ("PACE") financing. Ygrene makes home and building improvements easy, accessible, and affordable through the PACE program, which enables property owners to finance PACE approved projects through their property taxes.

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