LLR Partners Finds Promise in YCharts

Posted on 10/09/2020


YCharts is an online stock chart business, selling to the retail and wealth management industry. Middle market private equity firm LLR Partners completed a growth recapitalization in partnership with the management team. The deal was an all-cash transaction. The transaction will support YCharts’ continued organic growth through increased investment in product and sales and marketing, and to pursue complementary acquisitions. Past investors in YCharts include Hyde Park Angels, I2a, REV Venture Partners (backed by RELX), and Morningstar.

Advisors

Raymond James served as financial advisor and Locke Lord LLP functioned as legal advisor to YCharts in connection with this transaction. Oliver Wyman acted as a strategic advisor to LLR and Morgan, Lewis & Bockius LLP acted as legal advisor to LLR.

Previous investors in YCharts include Hyde Park Angels, I2a, REV Venture Partners (backed by RELX) and Morningstar.

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