Growth through acquisitions Lightyear Capital is actively expanding its portfolio with strategic acquisitions in tech-enabled services, such as Prosperity Partners and Allworth Financial, indicating ongoing willingness to pursue bolt-on acquisitions to accelerate growth and broaden service capabilities.

Tech-enabled focus The firm targets companies at the nexus of financial services and technology, healthcare, and business services, presenting opportunities to offer scalable technology platforms, data analytics, cybersecurity, and digital transformation solutions to portfolio companies.

Financial scale With over 8.1 billion in assets under management and revenue in the tens of millions, Lightyear Capital represents a sizable, established buyer with the capacity for large, multi-year enablement deals and co-investment opportunities.

Industry network Lightyear leverages an extensive network of advisors and operating resources, creating avenues for cross-sell across portfolio companies in financial services, healthcare, and business services, as well as potential partnerships with PE-backed platforms.

Recent wins Recent investments and acquisitions in 2024–2026, including Marquee Health and Schellman & Company, signal a continued deal cadence and a readiness to engage with professional services, compliance, and wellness-related firms — ideal targets for services and tech-enabled solutions.