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 over 2.5 billion of capital raised we seek to leverage our sector focused expertise and market insights to create value in our portfolio for our investors . firm private equity capital for financial services specialized lightyear is a specialist in financial services a dynamic and diverse industry representing as much as 20 % 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 a decade 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 12 years worked together for over 15 years and been in financial services for over 30 years including in senior operational roles . having completed over 35 investments since 2000 through its affiliated investment funds the lightyear team has extensive experience investing in and managing financial institutions . strategy lightyear is deeply embedded in financial services having invested in the industry for over 15 years through multiple market cycles and environments . we believe our expertise in financial services and its sub sectors allows lightyear to quickly identify opportunities and offer resources beyond capital to portfolio companies . industry expertisefinancial services is a large and complex industry representing approximately 16 % of the s & p 500 . we use top down analysis theme based research and our well established 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 management financial technology banks insurance brokerage specialty finance creating value we believe our extensive 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 investments advisor group inc. alegeus technologies llc antares holdings ltd. argus software inc. athilon group holdings corp. bakercorp cascade bancorp cetera financial holdings inc. clarion partners holdings llc collegiate funding services inc. community & southern holdings inc. ed broking group limited flagstone reinsurance holdings ltd. goldleaf financial solutions inc. kepler equities s.a. nau country insurance company paradigm management services llc ridgeworth capital management llc strategic growth bank inc. wealth enhancement group llc 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 . team grid view list view news lightyear capital and psp investments complete purchase of advisor group 05.06.16 lightyear capital and psp investments agree to acquire aig advisor group inc. 01.26.16 lightyear capital announces sale of clarion partners to legg mason 01.22.16 lightyear capital names daniel freyman managing director 01.19.16 lightyear capital completes acquisition of majority equity stake in pathlight capital llc 11.23.2015 lightyear capital completes acquisition of majority equity stake in wealth enhancement group llc 06.08.2015 lightyear capital completes sale of paradigm acquisition corp. to summit partners 06.02.2015 lightyear capital names martin sullivan operating partner 10.20.2014 ridgeworth buyout closes becomes independent investment firm 06.02.2014 lightyear capital completes sale of cetera financial group 04.29.2014 lightyear capital names michal petrzela managing director 04.04.2014 lightyear capital announces the sale of antares holdings ltd. 02.13.2014 lightyear capital announces the sale of cetera financial group 01.16.2014 lightyear capital announces closing of controlling investment in cooper gay swett & crawford limited 01.16.2013 lightyear capital leads significant investment in cooper gay swett & crawford limited 10.22.2012 lightyear capital closes third financial services buyout fund 09.25.2012 lightyear capital completes acquisition of the healthcare benefit solutions business from fis 08.15.2012 lightyear capital to acquire fis healthcare benefit solutions business for 335 million 06.25.2012 lightyear capital acquires control stake in paradigm acquistion corp. 02.01.2012 lightyear capital announces sale of bakercorp to permira 04.13.2011 lightyear capital sells argus software inc to altus group limited 04.12.2011 leading asset manager ing clarion partners in agreement to be acquired by management team and lightyear capital 02.15.2011 lightyear capital completes sale of leading crop insurer nau group 07.01.2010 lightyear capital sells majority stake in leading crop insurer nau group 04.16.2010 lightyear capital completes acquisition of three broker dealers from the ing advisors network 02.01.2010 lightyear capital to acquire ing advisors network 11.03.2009 lightyear capital makes significant investment in higher one holdings inc. 08.11.2008 lightyear capital completes antares holdings ltd. transaction 12.03.2007 lightyear capital leads investor group to create antares holdings ltd. 10.04.2007 lightyear capital completes final closing on second financial services buyout fund 03.05.2007 lightyear fund completes acquisition of baker tanks inc. 11.28.2005 lightyear fund to acquire baker tanks inc. 10.17.2005 lightyear capital sells kepler equities to landsbanki slands . transaction valued at 94 million 09.06.2005 the lightyear fund invests in the nau group . investment positions crop insurance company for growth 05.25.2005 lightyear capital launches new triple a rated credit protection company 01.03.2005 contact 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 sloane & company at 212 486 9500 copyright lightyear capital llc user agreement privacy policy