August 08, 2024
Weil is advising Lee Equity Partners in the sale of its interests in Simplicity Group Holdings to SkyKnight Capital and Dragoneer Investment Group. The transaction marks a continuation of Simplicity’s commitment to employee ownership and institutional investment, all of which reinforces Simplicity’s unique partnership culture and accelerates the company’s ability to better serve its clients.
Simplicity is the leading partner for advisors, financial institutions and consumers by delivering the best combination of wealth accumulation and financial protection products that meet the needs of a consumer-oriented holistic financial plan. Lee Equity Partners is a middle-market private equity firm that partners with entrepreneurs, founders and management teams in the financial and healthcare services sectors.
The Weil team was led by Private Equity partner Ryan Taylor and Global Private Equity Co-Head Douglas Warner and included associates Nicole Chen, Caitlin Haefner, Adam Voorberg and Joseph Schwartz; Banking & Finance partner Andrew Yoon and associates Adam Bernstein and Erik Zimmerman; Tax Partner Jonathan Macke and associate Sarah Yue; Executive Compensation & Benefits partner Sarah Downie and associates Amanda Nowak and Nate Gross; and Antitrust partner Kristin Sanford, counsel Michael Naughton and associates Dan Nobil and Meghana Appalaraju.