Equipment Finance & Leasing
Equipment leasing companies and finance providers funding commercial, healthcare, technology, and transportation assets.
- 4
- Verticals
Overview
Equipment Finance & Leasing covers companies funding commercial, healthcare, technology, and transportation equipment through loans and leases — including captive finance arms (auto and equipment manufacturers) and independent lessors. It is a large, relationship- and asset-driven business tied to capital investment.
Demand tracks business capital spending and equipment replacement cycles, and residual-value management and funding costs drive returns. It is a stable, fragmented market consolidating around scaled independents and bank-owned lessors.
Market snapshot
- Market size
- ~$134B
- Growth
- ~3.1%CAGR (2017–22, nominal)
- Companies
- ~3,600
U.S. Census Bureau 2022 CBP/Economic Census, NAICS 522220 (Sales Financing) — includes captive auto/equipment finance and independent lessors.
Business model & economics
- Revenue model
- Lease and loan income plus residual-value gains
- Recurring revenue
- Moderate–High — lease portfolio income
- EBITDA margin
- Spread- and residual-driven
- Capex intensity
- Low
- Demand tracks business capital spending.
- Residual-value management and funding costs drive returns.
- Captive finance arms and independent lessors.
M&A deal context
Who’s acquiring
What’s driving deals
- Consolidation around scaled lessors.
- Capital-spending and replacement-cycle demand.
- Funding and residual-value dynamics.
Verticals in this segment
- 3.5.3.1Commercial Equipment Leasing
Lessors financing trucks, forklifts, and commercial equipment.
- 3.5.3.2Healthcare Equipment Finance
Finance companies funding medical imaging, dental, and clinical equipment.
- 3.5.3.3Technology Equipment Finance
Lessors financing computers, servers, and IT infrastructure.
- 3.5.3.4Transportation Equipment Finance
Finance companies funding commercial trucks and trailers.
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