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LION EQUITY INVESTMENT ADVISORS, LLC

LION EQUITY INVESTMENT ADVISORS, LLC is a Series C+ and buyout fund in the US, Mexico and Canada writing up to $50M checks into Healthcare, business-services, logistics-and-distribution, information-technology, mature-software, light-manufacturing, telecommunications, transportation, apparel-textiles, communications, consumer-services, distribution, healthcare-services, media, packaging, publishing and real-estate.

Stages
Series C+, buyout
Sectors
Healthcare, business-services, logistics-and-distribution, information-technology, mature-software, light-manufacturing, telecommunications, transportation, apparel-textiles, communications, consumer-services, distribution, healthcare-services, media, packaging, publishing, real-estate
Check size
up to $50M
Invests in
US-wide, Mexico, Canada
Actively investing
Yes
Founded
2007
Assets under management
$173M

Thesis

Lion Equity Investment Advisors, LLC is a Denver, Colorado-based private equity firm founded in 2007. They partner with management teams to preserve company culture and identity. The firm's geographic scope includes the United States, Mexico, and Canada. Sectors of interest are diverse, including business services, logistics, IT, mature software, light manufacturing, telecommunications, healthcare, transportation, apparel, consumer services, media, and real estate. Lion Equity employs a disciplined approach with flexible deal structures and efficient due diligence, emphasizing speed and certainty of closure. As of December 31, 2025, they managed $173,464,223 in regulatory assets. They focus on acquiring small to middle-market businesses valued up to $50 million.

Common questions

Does LION EQUITY INVESTMENT ADVISORS, LLC invest at the Series C+ stage?

Yes. LION EQUITY INVESTMENT ADVISORS, LLC lists Series C+ and buyout among the stages it invests in.

What check size does LION EQUITY INVESTMENT ADVISORS, LLC write?

LION EQUITY INVESTMENT ADVISORS, LLC writes up to $50M checks.

Where does LION EQUITY INVESTMENT ADVISORS, LLC invest?

LION EQUITY INVESTMENT ADVISORS, LLC invests in the US, Mexico and Canada.

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