Clearsight Advises Marwood Group on an Investment from Funds Managed by Lee Equity Partners

Clearsight Advisors, Inc. (“Clearsight”) is pleased to announce a successful transaction in its Healthcare and Life Sciences Services practice. Clearsight served as the exclusive financial advisor to Marwood Group (the “Company” or “Marwood”) on a strategic investment from funds managed by Lee Equity Partners (“Lee Equity).

Marwood Group is a leading healthcare-focused advisory and consulting firm serving healthcare, life sciences, and private equity clients. The Company provides deep policy, regulatory, and reimbursement expertise alongside consulting, transaction advisory, and performance improvement services, helping clients navigate an increasingly complex and evolving healthcare landscape. Headquartered in New York, Marwood advises healthcare organizations, investors, and corporate clients on critical strategic, operational, and investment decisions, delivering differentiated insights that drive growth, improve performance, and create value.

Lee Equity is a middle-market private equity firm focused on investments in healthcare and financial services businesses. Leveraging its thematic investment approach and deep sector expertise, Lee Equity partners with management teams to accelerate growth, expand capabilities, and build market-leading companies through strategic investments, operational support, and targeted acquisitions.

Through its partnership with Lee Equity, Marwood is positioned to accelerate its next phase of growth by expanding its capabilities, investing in talent, and broadening its service offerings across healthcare markets. The partnership provides additional resources to support strategic acquisitions and continued innovation, further strengthening Marwood’s position as a trusted advisor to healthcare organizations, investors, and private equity firms. As part of this next chapter, the Company also recently appointed Chris Librizzi as Chief Executive Officer, bringing significant experience leading and scaling strategy and advisory businesses.

Walt Breakell, President at Marwood, commented on the transaction, “Clearsight brought exceptional insight, responsiveness, and dedication to our team at every stage of the process. Their collaborative approach and understanding of our business made them a trusted advisor, and their execution helped us achieve an outcome that strongly positions Marwood for future growth.”

Tory Steel, Managing Director at Clearsight Advisors, commented, “Marwood has built a highly differentiated platform at the intersection of healthcare policy, reimbursement, strategy, and transaction advisory services. The Company’s reputation for delivering trusted, specialized insights has enabled it to become an indispensable partner to healthcare operators and investors alike. We are proud to have advised Marwood on this transaction and believe Lee Equity is an ideal partner to support the Company’s continued expansion through talent investment, strategic acquisitions, and new service capabilities.”

Austin Kuhn, Director at Clearsight Advisors, added “Marwood’s leadership team has cultivated a unique market position by helping clients navigate some of the most critical and evolving issues across healthcare. Lee Equity brings significant experience scaling specialized services businesses and shares Marwood’s vision for growth. We are excited to see the Company continue to broaden its capabilities, reach new client segments, and build upon its long-standing reputation as a premier healthcare advisory firm.”

The Clearsight deal team included Tory Steel, Greg Treger, Joel Kallett, Austin Kuhn, Emily Shepherd, and Elizabeth Kilgore.