LeverPoint Management buys Lamplighter Financial

Fund administration firm LeverPoint Management has acquired Lamplighter Financial, a provider of finance and accounting services. No financial terms were disclosed. In addition to his role as CEO of Lamplighter, Brian Woodall will also become director of business development.


CLIFTON PARK, N.Y. – LeverPoint Management, a full service Fund Administration firm, is pleased to announce the acquisition of Lamplighter Financial. The agreement welcomes several new employees to LeverPoint’s existing 140+ member team, along with a robust client portfolio. Lamplighter employees’ comprehensive management experience will further enhance LeverPoint’s back office administration and reporting services, specifically SBIC fund reporting, further solidifying its place in the market. Lamplighter CEO, Brian Woodall, will take on a new role as Director, Business Development.

“We are thrilled that Lamplighter Financial is now a part of LeverPoint,” said David MacPhee, CEO, LeverPoint. “As we continue to grow and expand our client base across the country, acquisitions like these will be a vital part of the strategic process.”

LeverPoint is a Clifton Park, NY based Fund Administration firm that offers full service fund accounting, tax and back office support within the alternative investment sector. LeverPoint allows Fund Managers to focus their full efforts on growth and producing returns, resulting in increased operational efficiencies. LeverPoint’s dedicated teams of experienced professionals work as a seamless extension of the client’s firm, delivering customized plans in order to deliver a tailored solution to ensure needs and results are maximized, while maintaining the highest level of customer service.

“My team and I are excited to join LeverPoint, and begin this next chapter,” said Woodall. “Combined, we will be able to offer clients a broader array of services, further enhancing the strong focus on client service that both organizations embodied prior to the transaction. I have been impressed with LeverPoint’s consistent dedication to client service and look forward to building on that foundation as the firm continues to grow.”

In addition to its Clifton Park location, LeverPoint operates satellite offices in New York, New York, Bethesda, Maryland and Denver, Colorado. The company has been independently operating since 2007, and will celebrate its tenth anniversary in August. Lamplighter, founded by Woodall in 2011, managed more than $2.8 billion in client assets at the time of acquisition. Financial terms of the deal will not be disclosed.

About LeverPoint Management:
LeverPoint Management was established in 1995 as the Business Management Service division of The Ayco Company L.P., a Goldman Sachs subsidiary, and has been independently operating since August 2007. LeverPoint has a proven record of success which is reflected in our longstanding client retention and loyal employees. Since 2007 the firm has grown from 18 associates to 140+ and currently services over $45 billion in assets for more than 105 unique Private Equity, Venture Capital, Real Estate, Credit and Fund of Fund clients. Learn more at www.leverpoint.com.