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Private Equity
FINANCIAL | Investment Firms & Funds
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Investments

16

Portfolio Exits

17

Funds

7

Partners & Customers

1

Service Providers

3

About Lightyear Capital

Lightyear Capital is a financial services-focused private equity firm based in New York. Lightyear makes primarily control investments in North America-based, middle-market financial services companies. Lightyear targets investments across the financial services spectrum, including asset management, banks, brokerage, financial technology, insurance, and specialty finance.

Lightyear Capital Headquarter Location

9 W 57th St

New York, New York, 10019,

United States

212-328-0555

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Expert Collections containing Lightyear Capital

Expert Collections are analyst-curated lists that highlight the companies you need to know in the most important technology spaces.

Find Lightyear Capital in 1 Expert Collection, including Pharma Startups.

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Pharma Startups

5,090 items

Pharmaceutical companies working across drug discovery, drug development and drug manufacturing.

Lightyear Capital Web Traffic

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Page Views per Million (PVPM)
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Lightyear Capital Rank

Latest Lightyear Capital News

Private equity firms take stakes in accounting firms - Accounting Today

Sep 18, 2021

Today 4h agoPrivate EquityaccountingtodayViews: 14 Private equity firms are increasing their funding of accounting firms in a pair of deals announced this week, with Lightyear Capital partnering with Schellman & Co., and CVC Capital Partners investing in CFGI. - Access Over 250K+ Industry Headlines, Posts and Updates ALL ALPHAMAVEN CONTENT IS FOR INFORMATIONAL PURPOSES ONLY.CONTENT POSTED BY MEMBERS DOES NOT NECESSARILY REFLECT THE OPINION OR BELIEFS OF ALPHAMAVEN AND HAS NOT ALWAYS BEEN INDEPENDENTLY VERIFIED BY ALPHAMAVEN.PAST PERFORMANCE IS NOT INDICATIVE OF FUTURE RESULTS.THIS IS NOT A SOLICITATION FOR INVESTMENT.THE MATERIAL PROVIDED HEREIN IS FOR INFORMATIONAL PURPOSES ONLY.IT DOES NOT CONSTITUTE AN OFFER TO SELL OR A SOLICITATION OF AN OFFER TO BUY ANY INTERESTS OF ANY FUND OR ANY OTHER SECURITIES.ANY SUCH OFFERINGS CAN BE MADE ONLY IN ACCORDANCE WITH THE TERMS AND CONDITIONS SET FORTH IN THE INVESTMENT'S PRIVATE PLACEMENT MEMORANDUM.PRIOR TO INVESTING, INVESTORS ARE STRONGLY URGED TO REVIEW CAREFULLY THE PRIVATE PLACEMENT MEMORANDUM (INCLUDING THE RISK FACTORS DESCRIBED THEREIN), THE LIMITED PARTNERSHIP AGREEMENT AND THE SUBSCRIPTION DOCUMENTS, TO ASK SUCH QUESTIONS OF THE INVESTMENT MANAGER AS THEY DEEM APPROPRIATE, AND TO DISCUSS ANY PROSPECTIVE INVESTMENT IN THE FUND WITH THEIR LEGAL AND TAX ADVISERS IN ORDER TO MAKE AN INDEPENDENT DETERMINATION OF THE SUITABILITY AND CONSEQUENCES OF AN INVESTMENT. ALPHAMAVEN

Lightyear Capital Investments

16 Investments

Lightyear Capital has made 16 investments. Their latest investment was in TheraNest as part of their Private Equity on July 7, 2018.

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Lightyear Capital Investments Activity

investments chart

Date

Round

Company

Amount

New?

Co-Investors

Sources

7/24/2018

Private Equity

TheraNest

Yes

Oak HC/FT Partners

1

10/3/2017

Private Equity

Datalot

$24.8M

Yes

4

7/3/2017

Private Equity

FirstSun Capital Bancorp

$478.22M

Yes

1

1/11/2017

Private Equity

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$99M

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10

12/21/2016

Private Equity

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$99M

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10

Date

7/24/2018

10/3/2017

7/3/2017

1/11/2017

12/21/2016

Round

Private Equity

Private Equity

Private Equity

Private Equity

Private Equity

Company

TheraNest

Datalot

FirstSun Capital Bancorp

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Amount

$24.8M

$478.22M

$99M

$99M

New?

Yes

Yes

Yes

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Co-Investors

Oak HC/FT Partners

Sources

1

4

1

10

10

Lightyear Capital Portfolio Exits

17 Portfolio Exits

Lightyear Capital has 17 portfolio exits. Their latest portfolio exit was Datalot on June 29, 2021.

Date

Exit

Companies

Valuation
Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model.

Acquirer

Sources

6/29/2021

Acquired

2

7/31/2019

Acq - Fin - III

2

5/9/2019

Acq - Fin - II

2

00/00/0000

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10

00/00/0000

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10

Date

6/29/2021

7/31/2019

5/9/2019

00/00/0000

00/00/0000

Exit

Acquired

Acq - Fin - III

Acq - Fin - II

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Companies

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Valuation

Acquirer

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Sources

2

2

2

10

10

Lightyear Capital Acquisitions

27 Acquisitions

Lightyear Capital acquired 27 companies. Their latest acquisition was Wren Sterling on July 21, 2021.

Date

Investment Stage

Companies

Valuation
Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model.

Total Funding

Note

Sources

7/21/2021

Acq - Fin

Management Buyout

3

10/20/2020

Private Equity

Acq - Fin

2

6/22/2020

Acq - Fin - II

$6.5M

Acq - Fin - II

2

6/25/2019

Acq - Fin

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$991

$99M

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10

5/1/2019

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$99M

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10

Date

7/21/2021

10/20/2020

6/22/2020

6/25/2019

5/1/2019

Investment Stage

Acq - Fin

Private Equity

Acq - Fin - II

Acq - Fin

Companies

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Valuation

$991

Total Funding

$6.5M

$99M

$99M

Note

Management Buyout

Acq - Fin

Acq - Fin - II

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Sources

3

2

2

10

10

Lightyear Capital Fund History

7 Fund Histories

Lightyear Capital has 7 funds, including Lightyear Fund V.

Closing Date

Fund

Fund Type

Status

Amount

Sources

3/17/2021

Lightyear Fund V

$446M

2

11/28/2017

Lightyear Capital IV

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$99M

10

11/27/2017

Lightyear IV Co-Investment Fund

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$99M

10

9/1/2012

Lightyear Fund III LP

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$99M

10

3/6/2007

Lightyear Fund II LP

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$99M

10

Closing Date

3/17/2021

11/28/2017

11/27/2017

9/1/2012

3/6/2007

Fund

Lightyear Fund V

Lightyear Capital IV

Lightyear IV Co-Investment Fund

Lightyear Fund III LP

Lightyear Fund II LP

Fund Type

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Status

Amount

$446M

$99M

$99M

$99M

$99M

Sources

2

10

10

10

10

Lightyear Capital Partners & Customers

1 Partners and customers

Lightyear Capital has 1 strategic partners and customers. Lightyear Capital recently partnered with RidgeWorth Investments on April 4, 2014.

Date

Type

Business Partner

Country

News Snippet

Sources

4/1/2014

Partner

RidgeWorth Investments

United States

RidgeWorth Investments and Lightyear Capital Buyout Named Mutual Fund Industry Deal of the Year

`` The partnership between RidgeWorth Investments employees and affiliated funds of Lightyear Capital LLC will create an innovative and independent investment firm , and we 're excited that this partnership received such a prestigious recognition , '' said Ashi S. Parikh , RidgeWorth and Chief Investment Officer .

1

Date

4/1/2014

Type

Partner

Business Partner

RidgeWorth Investments

Country

United States

News Snippet

RidgeWorth Investments and Lightyear Capital Buyout Named Mutual Fund Industry Deal of the Year

`` The partnership between RidgeWorth Investments employees and affiliated funds of Lightyear Capital LLC will create an innovative and independent investment firm , and we 're excited that this partnership received such a prestigious recognition , '' said Ashi S. Parikh , RidgeWorth and Chief Investment Officer .

Sources

1

Lightyear Capital Service Providers

3 Service Providers

Lightyear Capital has 3 service provider relationships

Service Provider

Associated Rounds

Provider Type

Service Type

Stephens

Acq - Fin - II

Investment Bank

Financial Advisor

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Service Provider

Stephens

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Associated Rounds

Acq - Fin - II

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Provider Type

Investment Bank

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Service Type

Financial Advisor

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Partnership data by VentureSource

Lightyear Capital Team

15 Team Members

Lightyear Capital has 15 team members, including current Chief Compliance Officer, Doug Chiciak.

Name

Work History

Title

Status

Doug Chiciak

Chief Compliance Officer

Current

Chris Casciato

Managing Director

Current

Jay Comerford

Managing Director

Current

Jon Davies

Point72 Ventures, Blackstone, and RBS Greenwich Capital

Managing Director

Current

Lori Forlano

Managing Director

Current

Name

Doug Chiciak

Chris Casciato

Jay Comerford

Jon Davies

Lori Forlano

Work History

Point72 Ventures, Blackstone, and RBS Greenwich Capital

Title

Chief Compliance Officer

Managing Director

Managing Director

Managing Director

Managing Director

Status

Current

Current

Current

Current

Current

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