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Cover Image Mark F. Vassallo
Mark F. VassalloLIGHTYEAR CAPITAL LLC

Mark F. Vassallo

Managing Partner at LIGHTYEAR CAPITAL LLC

Investor

Deal Bio

Total Deals21
Valued Deals3
Total Value£ 2.93 B
Avg. Deal Size£ 975 M

Market Context

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26 Sep 2018|United States|FinTech
Augeo Fi Loyalty
Lightyear Capital

Target: AUGEO FI LOYALTY LLC

Bidder: LIGHTYEAR CAPITAL LLC

3 Service Providers

2 Bidder | 1 Vendor

18 Dealmakers

13 Bidder | 5 Vendor

n/a

Value

07 Aug 2018|United States|Health Care Services
Alegeus Technologies Holdings Corp
Vista Equity Partners

Target: ALEGEUS TECHNOLOGIES HOLDINGS CORP

Bidder: VISTA EQUITY PARTNERS

7 Service Providers

4 Target | 2 Bidder | 1 Vendor

5 Dealmakers

3 Target | 1 Bidder | 1 Vendor

n/a

Value

01 May 2019|United States|Business Process Outsourcing
Engage Peo
Lightyear Capital

Target: ENGAGE PEO

Bidder: LIGHTYEAR CAPITAL LLC

4 Service Providers

3 Target | 1 Bidder

2 Dealmakers

1 Target | 1 Bidder

n/a

Value

01 May 2019|United States|Software
Lighthouse Technologies Holdings Corp
Lightyear Capital

Target: LIGHTHOUSE TECHNOLOGIES HOLDINGS CORP

Bidder: LIGHTYEAR CAPITAL LLC

6 Service Providers

2 Target | 4 Bidder

3 Dealmakers

1 Target | 2 Bidder

n/a

Value

09 May 2019|United States|Financial Data and Systems
Advisor Group
Reverence Capital Partners

Target: ADVISOR GROUP INC

Bidder: REVERENCE CAPITAL PARTNERS

22 Service Providers

6 Target | 12 Bidder | 4 Vendor

57 Dealmakers

31 Target | 11 Bidder | 15 Vendor

£ 1.77 B

Value

13 Jun 2019|United States|Diversified Financials
Planning Solutions Group
Wealth Enhancement Group

Target: PLANNING SOLUTIONS GROUP LLC

Bidder: WEALTH ENHANCEMENT GROUP

4 Service Providers

1 Target | 3 Bidder

15 Dealmakers

4 Target | 11 Bidder

n/a

Value

26 Jan 2016|United States|Online and Social Platforms
Aig Advisor Group
Lightyear Capital

Target: AIG ADVISOR GROUP

Bidder: LIGHTYEAR CAPITAL LLC

3 Service Providers

1 Target | 2 Bidder

4 Dealmakers

2 Target | 2 Bidder

n/a

Value

02 Jun 2015|United States|Outsourced HR and Staffing
Paradigm Outcomes
Summit Partners

Target: PARADIGM OUTCOMES

Bidder: SUMMIT PARTNERS LLP

2 Service Providers

2 Vendor

3 Dealmakers

3 Vendor

n/a

Value

27 Jul 2018|United States|Software
Therapy Brands Holdings
Lightyear Capital

Target: THERAPY BRANDS HOLDINGS LLC

Bidder: LIGHTYEAR CAPITAL LLC

7 Service Providers

2 Target | 2 Bidder | 3 Vendor

15 Dealmakers

7 Target | 4 Bidder | 4 Vendor

n/a

Value

22 Jun 2020|United States|Digital Services
Health Plan One
Lightyear Capital

Target: HEALTH PLAN ONE INC

Bidder: LIGHTYEAR CAPITAL LLC

8 Service Providers

4 Target | 3 Bidder | 1 Vendor

21 Dealmakers

15 Target | 4 Bidder | 2 Vendor

n/a

Value

20 Oct 2020|United States|Diversified Financials
Allworth Financial
Lightyear Capital

Target: ALLWORTH FINANCIAL

Bidder: LIGHTYEAR CAPITAL LLC

12 Service Providers

5 Target | 6 Bidder | 1 Vendor

30 Dealmakers

5 Target | 21 Bidder | 6 Vendor

n/a

Value

07 Apr 2021|United States|Software
Therapy Brands Holdings
Kkr & Co

Target: THERAPY BRANDS HOLDINGS LLC

Bidder: KKR & CO

12 Service Providers

4 Target | 5 Bidder | 3 Vendor

43 Dealmakers

13 Target | 24 Bidder | 6 Vendor

£ 869 M

Value

29 Jun 2021|United States|Digital Services
Datalot
CENTERFIELD

Target: DATALOT INC

Bidder: CENTERFIELD

11 Service Providers

4 Target | 4 Bidder | 3 Vendor

32 Dealmakers

10 Target | 8 Bidder | 14 Vendor

£ 288 M

Value

21 Jul 2021|United Kingdom|Financial Data and Systems
Wren Sterling
Lightyear Capital

Target: WREN STERLING

Bidder: LIGHTYEAR CAPITAL LLC

8 Service Providers

2 Target | 4 Bidder | 2 Vendor

17 Dealmakers

1 Target | 13 Bidder | 3 Vendor

n/a

Value

17 Sep 2021|United States|Management Consulting
Schellman & Company
Lightyear Capital

Target: SCHELLMAN & COMPANY

Bidder: LIGHTYEAR CAPITAL LLC

6 Service Providers

3 Target | 3 Bidder

14 Dealmakers

3 Target | 11 Bidder

n/a

Value

13 Jun 2022|United States|Diversified Financials
Cerity Partners
Genstar Capital

Target: CERITY PARTNERS

Bidder: GENSTAR CAPITAL LLC

12 Service Providers

4 Target | 4 Bidder | 4 Vendor

17 Dealmakers

11 Target | 2 Bidder | 4 Vendor

n/a

Value

09 Aug 2023|United States|Business Process Outsourcing
Engage Peo
Kohlberg & Company

Target: ENGAGE PEO

Bidder: KOHLBERG & COMPANY LLC

9 Service Providers

3 Target | 4 Bidder | 2 Vendor

27 Dealmakers

10 Target | 14 Bidder | 3 Vendor

n/a

Value

05 Sep 2023|United States|Health Care Services
Integrated Practice Solutions
PRACTICETEK

Target: INTEGRATED PRACTICE SOLUTIONS

Bidder: PRACTICETEK

11 Service Providers

1 Target | 7 Bidder | 3 Vendor

19 Dealmakers

1 Target | 16 Bidder | 2 Vendor

n/a

Value

27 Nov 2023|United States|Insurance Brokers
Inszone Insurance Services
Lightyear Capital

Target: INSZONE INSURANCE SERVICES

Bidder: LIGHTYEAR CAPITAL LLC

7 Service Providers

2 Target | 4 Bidder | 1 Vendor

15 Dealmakers

1 Target | 13 Bidder | 1 Vendor

n/a

Value

26 Feb 2024|United States|Financial Data and Systems
Prime Pensions
Lightyear Capital

Target: PRIME PENSIONS

Bidder: LIGHTYEAR CAPITAL LLC

8 Service Providers

2 Target | 4 Bidder | 2 Vendor

17 Dealmakers

1 Target | 13 Bidder | 3 Vendor

n/a

Value

12 Aug 2024|United States|Education Services
Curalinc Healthcare
Lightyear Capital

Target: CURALINC HEALTHCARE

Bidder: LIGHTYEAR CAPITAL LLC

6 Service Providers

3 Target | 3 Bidder

5 Dealmakers

1 Target | 4 Bidder

n/a

Value

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