Lovell Minnick Partners

Overview

Lovell Minnick Partners is a private equity firm specializing in investments in financial services and related business services. Founded in 1999, the firm has raised over $5 billion in committed capital and invested in more than 50 companies. Their portfolio includes investments in asset management, wealth management, investment product distribution, specialty finance, insurance brokerage and services, financial and insurance technology, and related business services. The firm operates from offices in Philadelphia, Los Angeles, and New York, and focuses on partnering with growth-oriented, middle-market companies in North America and Europe. Notable investments include SRS Acquiom, Mercer Advisors, Foreside Financial Group, CenterSquare Investment Management, Tortoise Capital Advisors, and Inside Real Estate. Lovell Minnick Partners targets equity investments generally between $40 million and $150 million in each portfolio company, but is able to target investments many times larger with co-investors. They invest in management buyouts of private or public companies, ownership transitions and recapitalizations, divestitures by financial institutions, and growth capital investments to support acquisitions and other expansion initiatives. The firm's investment criteria include large total addressable markets with high growth potential, founder-heavy landscapes, fragmented competitive marketplaces, mission-critical B2B services/technology, sticky value propositions, strong organic revenue growth, recurring revenue models, and high EBITDA margins.

Investment Focus

• Large total addressable market with high growth potential
• Founder-heavy landscape
• Fragmented competitive marketplace
• Mission-critical B2B services/technology
• Sticky value proposition
• Strong organic revenue growth
• Recurring/re-occurring revenue models
• High EBITDA margins

Portfolio Companies