Lovell Minnick Partners

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.

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.{{cite web|title=Lovell Minnick to seek $1 bln with latest flagship: sources|url=https://www.pehub.com/buyouts/lovell-minnick-seek-1-bln-latest-flagship-sources/|website=PE Hub, February 5, 2018|accessdate=15 February 2018}} The firm has invested in more than 50 portfolio companies and made over 80 add-on acquisitions in the last 18 years.{{cite web|title=Lovell Minnick Portfolio|url=http://www.lmpartners.com/portfolio|website=(company website)|accessdate=15 February 2018}} 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 Oak Hill Capital in 2019), Foreside Financial Group, CenterSquare Investment Management,{{cite web|title=BNY Mellon to sell CenterSquare to Lovell Minnick|url=http://www.pionline.com/article/20170920/ONLINE/170929988/bny-mellon-to-sell-centersquare-to-lovell-minnick|website=Pensions & Investments, September 20, 2017}} Tortoise Capital Advisors, and Inside Real Estate.{{cite web|title=Investing Firm Tortoise to Be Acquired by Group of Private-Equity Companies|url=https://www.wsj.com/articles/investing-firm-tortoise-to-be-acquired-by-group-of-private-equity-companies-1508320981|website=Wall Street Journal, October 18, 2017|accessdate=15 February 2018}}

{{cite web|title=Lovell Minnick Senior Leadership|url=http://www.lmpartners.com/team|website=(company website)|accessdate=15 February 2018}}{{cite web|title=Pierson, Belke take helm at Lovell Minnick|url=https://www.pehub.com/buyouts/pierson-belke-take-helm-lovell-minnick/|website=PE Hub, January 18, 2018}}

• Jeffrey D. Lovell, Co-Chairman
• James E. Minnick, Co-Chairman
• Steven C. Pierson, Managing Partner
• Robert M. Belke, Managing Partner
• John D. Cochran, Partner
• Spencer P. Hoffman, Partner
• Brad Armstrong, Partner
• Jason S. Barg, Partner
• Trevor C. Rich, Partner

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 technology, and related business services.{{cite web|title=LBO Profile: Lovell Minnick Seeks Big Returns From Small Financial-Services Deals|url=https://www.wsj.com/articles/lbo-profile-lovell-minnick-seeks-big-returns-from-small-financial-services-deals-1467727781|website=Wall Street Journal Pro, July 5, 2016|accessdate=15 February 2018}}{{cite web|title=The Fintech Finance 40: Steven Pierson|url=https://www.institutionalinvestor.com/article/b16fwwbt32cdjt/the-fintech-finance-40-steven-pierson|website=Institutional Investor, January 15, 2018|accessdate=15 January 2018}}

Fund summaries:

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• [http://www.lmpartners.com/ Official website]

Category:Financial services companies established in 1999

Category:Private equity firms of the United States

Category:American companies established in 1999