THL


Thomas H. Lee Partners (THL) is a private equity firm focused on partnering with middle-market growth companies across three verticals: Financial Technology & Services (FTS), Healthcare (HC), and Technology & Business Solutions (TABS). THL invests via flagship funds (investing from Fund IX) and a dedicated Automation Fund, and provides operational support through its Strategic Resource Group (SRG) and sector-focused Identified Sector Opportunity (ISO) teams.

THL

Boston, Massachusetts, United States, North America


Services

Equity investments (majority, growth, recapitalization)

Majority and growth equity investments and recapitalizations for middle-market companies across THL’s verticals.

Strategic Resource Group (SRG) — operational support

On-the-ground operating resources that partner with management teams to design and execute value-creation plans across go-to-market, M&A, product/technology, talent, and scalability.

Identified Sector Opportunity (ISO) research & sector teams

Sector-specific research, sourcing, and diligence performed by dedicated ISO teams within THL’s verticals.

Automation Fund (dedicated fund for automation-related businesses)

Dedicated fund investing in automation and automation-enabled businesses to support digital transformation across sectors.

Quarterly AI roundtables and portfolio learning forums

Virtual and in-person forums for CTOs, CIOs and technology leaders from portfolio companies to share pilots, use cases, and best practices for technologies such as generative AI.

Mergers & acquisitions support and integration

Assessment and execution support for add-on acquisitions and integration to scale platform strategies.

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Portfolio

THL invested through Fund IX and the Automation Fund to support product innovation and market expansion; provider of firmware and platform software.

#Technology & Business Solutions (TABS) — IT Operations & Data

National distributor of life, health, and retirement solutions; THL led a recapitalization in Jan 2020.

#Financial Technology & Services (FTS) — Insurance

Provider of intelligent automation services; THL funds (including Automation Fund) participated in the investment.

#Technology & Business Solutions (TABS) — Intelligent Automation services

THL invested to support product innovation and customer growth.

#Technology & Business Solutions (TABS) — Front Office Application Software / Digital Asset Management

Provider of pharma commercialization services; THL announced investment to support growth.

#Healthcare (HC) — Pharma Services

Provider of cold chain shipping solutions for pharmaceuticals; featured as a Healthcare case study.

#Healthcare (HC) — Pharma Services / Cold chain logistics

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