Investment Focus & Thesis

Lightyear Capital targets companies with enterprise values typically between $100 million and $1 billion. The firm seeks businesses with strong market positions in financial services and business services: Investment Range Equity investments of $25M-$150M in companies with enterprise values typically ranging from $100M-$1B. Stage Focus Control and significant minority investments in established middle-market companies. Financial Services — Insurance services, asset management, and specialty finance companies Business Services — IT services, professional services, and outsourced business processes Healthcare Services — Healthcare services, medical practices, and healthcare IT Technology Services — Technology consulting, implementation, and managed services

Recent Investment Activity

Lightyear Capital has maintained consistent investment activity in financial services and business services. The firm's deep sector expertise and operational experience make it an ideal partner for companies in these markets. Company Sector Investment Theme Year Insurance Services Company Financial Services Control Buyout 2024 Business Services Platform Business Services Growth Equity 2024 Asset Management Firm Financial Services Growth Equity 2023 Healthcare Services Platform Healthcare Services Control Buyout 2023 Lightyear's value creation approach combines deep sector expertise with operational experience, helping portfolio companies accelerate growth and improve operational efficiency.

Notable Portfolio Companies

Lightyear Capital has built a portfolio of market-leading companies in financial services and business services, demonstrating their ability to identify and nurture businesses with strong positions in these sectors: Financial Services Leaders Insurance, asset management, and specialty finance companies with strong market positions and recurring revenue characteristics. Business Services Platforms Companies providing critical outsourced services to enterprise customers, often with long-term contracts. Healthcare Services Companies Healthcare services and IT companies addressing growing market needs. Lightyear's value creation strategy includes providing strategic guidance, supporting acquisitions, and helping portfolio companies professionalize their operations.

What Lightyear Capital Looks For

Lightyear Capital evaluates opportunities based on several key criteria that indicate a company's potential for growth and value creation: Strong market position — Companies with defensible competitive advantages in financial services or business services Recurring revenue — Businesses with recurring revenue characteristics and predictable cash flows Growth potential — Companies operating in growing markets with clear expansion opportunities Proven management — Leadership with the skills to scale operations while maintaining focus Value creation — Clear pathways to enhance value through improvements or expansion }> Pro Tip Lightyear has deep expertise in financial services and business services. Be prepared to discuss your market position and growth trajectory.

How to Connect With Lightyear Capital

Approaching Lightyear requires demonstrating both financial performance and sector expertise: 1 Demonstrate Market Position Quantify your market position through competitive analysis and customer concentration. 2 Prepare Financial Infrastructure Ensure clean financials with EBITDA of $10M+. 3 Articulate Growth Vision Develop a clear thesis for how Lightyear's partnership can accelerate growth. 4 Build Relationships Leverage industry connections to get introduced.

The Value of Professional Financial Infrastructure

Companies seeking PE investment from financial services-focused firms like Lightyear Capital must demonstrate solid financial infrastructure: Financial Preparation Clean financial statements EBITDA optimization Financial reporting Due diligence data room Working capital analysis Operational Metrics Customer metrics Operational efficiency Key performance indicators Growth modeling Industry benchmarks }> How Eagle Rock Helps We help companies prepare for PE investment by building professional financial infrastructure. Our fractional CFO services ensure you're ready for due diligence.

Frequently Asked Questions