Investments
2Portfolio Exits
3Funds
1About Lion Equity
Lion Equity is a private investment firm focused on acquiring small to middle market businesses. Their investment strategy is centered on creating value in our portfolio companies through a combination of organic growth and add-on acquisitions.
Lion Equity Headquarter Location
3033 East 1st Avenue
Denver, Colorado, 80206-5617,
United States
Latest Lion Equity News
Feb 10, 2022
Cassels acted as Canadian counsel to Lion Equity on the matter. Lion Equity Partners, an operations-focused private equity firm based in Denver, Colorado, through its affiliate, […]
Lion Equity Investments
2 Investments
Lion Equity has made 2 investments. Their latest investment was in NewPoint Media Group as part of their Other Investors on .
Lion Equity Investments Activity
Date | Round | Company | Amount | New? | Co-Investors | Sources |
|---|---|---|---|---|---|---|
Other Investors | NewPoint Media Group | Yes | ||||
Other Investors |
Date | ||
|---|---|---|
Round | Other Investors | Other Investors |
Company | NewPoint Media Group | |
Amount | ||
New? | Yes | |
Co-Investors | ||
Sources |
Lion Equity Portfolio Exits
3 Portfolio Exits
Lion Equity has 3 portfolio exits. Their latest portfolio exit was T-Y Group and Harbor Linen on July 20, 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 |
|---|---|---|---|---|---|
7/20/2021 | Merger | 2 | |||
Date | 7/20/2021 | ||
|---|---|---|---|
Exit | Merger | ||
Companies | |||
Valuation | |||
Acquirer | |||
Sources | 2 |
Lion Equity Acquisitions
10 Acquisitions
Lion Equity acquired 10 companies. Their latest acquisition was Elkhart Tri-Went Industrial on February 04, 2022.
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 |
|---|---|---|---|---|---|---|
2/4/2022 | Acq - Fin | 1 | ||||
10/27/2020 | Acq - Fin | 2 | ||||
10/26/2020 | Acquired Unit - Fin | 1 | ||||
10/31/2019 | Debt | |||||
4/5/2018 |
Date | 2/4/2022 | 10/27/2020 | 10/26/2020 | 10/31/2019 | 4/5/2018 |
|---|---|---|---|---|---|
Investment Stage | Debt | ||||
Companies | |||||
Valuation | |||||
Total Funding | |||||
Note | Acq - Fin | Acq - Fin | Acquired Unit - Fin | ||
Sources | 1 | 2 | 1 |
Lion Equity Fund History
1 Fund History
Lion Equity has 1 fund, including Lion Equity Holdings II LLC.
Closing Date | Fund | Fund Type | Status | Amount | Sources |
|---|---|---|---|---|---|
9/21/2016 | Lion Equity Holdings II LLC | Buyouts & Acquisitions | Closed | $64M | 1 |
Closing Date | 9/21/2016 |
|---|---|
Fund | Lion Equity Holdings II LLC |
Fund Type | Buyouts & Acquisitions |
Status | Closed |
Amount | $64M |
Sources | 1 |
Lion Equity Team
2 Team Members
Lion Equity has 2 team members, including current Founding Partner, E. James Levitas.
Name | Work History | Title | Status |
|---|---|---|---|
Ari J Silverman | Founder | Current | |
E. James Levitas | Founding Partner | Current |
Name | Ari J Silverman | E. James Levitas |
|---|---|---|
Work History | ||
Title | Founder | Founding Partner |
Status | Current | Current |
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