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The firm has raised over $ 3 billion in committed capital since inception from institutional investors such as public and private pension funds, insurance companies, endowments and foundations. The firm has invested in more than 50 portfolio companies and made over 80 add-on acquisitions in the last
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Lovell
Minnick Partners targets portfolio companies across financial services and related business services. Some of the areas of specialization include asset management, wealth management, investment product distribution, specialty finance, insurance brokerage and services, financial and insurance
35:
18 years. Some of the firm’s notable previously owned investments include ALPS, J.S. Held, Worldwide
Facilities, Duff & Phelps, and AssetMark. More recent investments include SRS Acquiom, Mercer Advisors (which was sold to
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Lovell
Minnick was founded in 1999 by financial services executives Jeffrey D. Lovell and James E. Minnick. The firm currently has offices in Philadelphia, Los Angeles and New York.
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in 2019), Foreside
Financial Group, CenterSquare Investment Management, Tortoise Capital Advisors, and Inside Real Estate.
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CenterSquare
Investment Management, J.S. Held; Engage People, Tortoise Capital Advisors, Worldwide Facilities, Foreside
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focused on investments in middle market financial and related business services companies in North
America and Europe.
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367:"LBO Profile: Lovell Minnick Seeks Big Returns From Small Financial-Services Deals"
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Lincoln
Investment Planning, Matthews, H.D. Vest, First Allied, Commercial Credit
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299:"Investing Firm Tortoise to Be Acquired by Group of Private-Equity Companies"
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AssetMark, Duff & Phelps, Centurion, Stein Roe
Investment Counsel
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228:"Lovell Minnick to seek $ 1 bln with latest flagship: sources"
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ALPS, Seaside
National Bank & Trust, Mercer Advisors
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281:"BNY Mellon to sell CenterSquare to Lovell Minnick"
423:Financial services companies established in 1999
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285:Pensions & Investments, September 20, 2017
349:"Pierson, Belke take helm at Lovell Minnick"
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82:technology, and related business services.
428:Private equity firms of the United States
170:oneZero, Billhighway, Inside Real Estate
396:Institutional Investor, January 15, 2018
392:"The Fintech Finance 40: Steven Pierson"
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433:American companies established in 1999
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371:Wall Street Journal Pro, July 5, 2016
303:Wall Street Journal, October 18, 2017
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54:Steven C. Pierson, Managing Partner
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324:"Lovell Minnick Senior Leadership"
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203:"Lovell Minnick Partners Website"
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57:Robert M. Belke, Managing Partner
48:Jeffrey D. Lovell, Co-Chairman
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51:James E. Minnick, Co-Chairman
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63:Spencer P. Hoffman, Partner
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256:"Lovell Minnick Portfolio"
353:PE Hub, January 18, 2018
232:PE Hub, February 5, 2018
60:John D. Cochran, Partner
207:Lovell Minnick Partners
72:Trevor C. Rich, Partner
66:Brad Armstrong, Partner
17:Lovell Minnick Partners
69:Jason S. Barg, Partner
27:History and Structure
100:SELECT INVESTMENTS
21:private equity firm
328:(company website)
260:(company website)
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43:Senior Leadership
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183:Official website
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85:Fund summaries:
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164:$ 1.28 Billion
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150:$ 750 Million
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136:$ 456 Million
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399:. Retrieved
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376:15 February
333:15 February
308:15 February
265:15 February
237:15 February
212:15 February
417:Categories
401:15 January
189:References
133:FUND III
77:Strategy
147:FUND IV
119:FUND II
97:VINTAGE
161:FUND V
105:FUND I
94:AMOUNT
19:is a
403:2018
378:2018
335:2018
310:2018
267:2018
239:2018
214:2018
167:2019
153:2015
139:2010
125:2005
111:2000
91:FUND
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247:^
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