Deal Details
Schellman Receives Strategic Investment from Goldman Sachs
Summary
Schellman, a portfolio company of Lightyear Capital (“Lightyear”), has received a strategic investment from Private Equity at Goldman Sachs Alternatives (“Goldman Sachs”) (NYSE: GS). The transaction is subject to various regulatory approvals and customary closing conditions.
Baird served as the exclusive financial advisor to Schellman and Lightyear on this transaction.
About
Schellman is a leading global provider of attestation and compliance services, enabling enterprises to build trust, meet regulatory demands and scale with confidence. By combining technical depth, worldwide reach and operational discipline, Schellman delivers industry-recognized assessments — including SOC, ISO, FedRAMP, PCI, HITRUST, CMMC and AI governance — that help the world's most demanding organizations satisfy customers and unlock growth. A top 50 CPA firm and the world's first ANAB-accredited ISO 42001 certification body, Schellman serves leading enterprises and the technology ecosystem that supports them. Schellman is headquartered in Tampa, Florida.Lightyear is a private equity firm that partners with growing companies at the nexus of financial services and technology, health care and business services. For over 25 years, Lightyear has worked closely with management and leveraged its industry expertise, network of advisors and operating resources to accelerate growth and build market-leading businesses. As of December 31, 2025, the firm had assets under management of $8.1 billion. Lightyear is headquartered in New York, New York.
Goldman Sachs is one of the leading investors in alternatives globally, with over $625 billion in assets and more than 30 years of experience. The alternative investments platform is part of Goldman Sachs Asset Management, which delivers investment and advisory services across public and private markets for the world’s leading institutions, financial advisors and individuals. Established in 1986, Private Equity at Goldman Sachs Alternatives has invested over $75 billion since inception. The business combines a global network of relationships, unique insight across markets, industries and regions and the worldwide resources of Goldman Sachs to build businesses and accelerate value creation across its portfolios. Goldman Sachs is headquartered in New York, New York.
- Date
- March 2026
- Company
- Schellman
- Transaction
- M&A - Sellside
- Sectors
- Technology & Services
- Verticals
-
IT Services, Security & Infrastructure
- Target Geography
- North America
- Acquiror Geography
- North America
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