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Lovell Minnick Partners

North America, Pennsylvania, United States, Radnor

Description

Lovell Minnick Partners is a prominent private equity firm with a dedicated focus on the global financial and business services sectors, including related technology companies. Established in 1999, the firm has built a strong reputation for its specialized investment approach, targeting companies that demonstrate significant growth potential and strong management teams. With offices in Radnor, Pennsylvania, and New York, Lovell Minnick Partners has successfully raised substantial capital over its history, underscoring its capacity and commitment to its niche markets.

The firm's investment strategy centers on providing significant equity capital to established, growing companies. Lovell Minnick Partners typically seeks to partner with businesses that have enterprise values ranging between $100 million and $500 million. Their typical equity investment per transaction falls within a range of $50 million to $200 million, indicating their preference for substantial, control-oriented or significant minority stakes. This approach allows them to engage deeply with portfolio companies, providing strategic guidance and operational support to drive value creation.

Lovell Minnick Partners emphasizes a collaborative partnership model with the management teams of its portfolio companies. They aim to leverage their deep industry expertise and extensive network to accelerate growth, enhance operational efficiency, and facilitate strategic initiatives. The firm's long-term perspective is evident in its commitment to fostering sustainable value, often through organic growth initiatives, strategic acquisitions, and operational improvements. Since its inception, Lovell Minnick Partners has successfully completed more than 50 investments, demonstrating a consistent track record in its specialized sectors. The firm has raised over $4.5 billion in committed capital across various funds, reflecting its significant financial capacity and investor confidence.

Investor Profile

Lovell Minnick Partners has backed more than 53 startups, with 4 new investments in the last 12 months alone. The firm has led 33 rounds, about 62% of its total and boasts 17 exits across its portfolio.

Investment Focus Highlights

  • Concentrates on Private Equity, Series Unknown, Undisclosed rounds (top funding stages).
  • Majority of deals are located in United States, Canada, Spain.
  • Strong thematic focus on Financial Services, Finance, Banking.
  • Led 3 rounds in the past year.
  • Typical check size: $50M – $200M.

Stage Focus

  • Private Equity (85%)
  • Series Unknown (13%)
  • Undisclosed (2%)

Country Focus

  • United States (89%)
  • Canada (4%)
  • Spain (4%)
  • Ireland (2%)
  • United Kingdom (2%)

Industry Focus

  • Financial Services
  • Finance
  • Banking
  • Insurance
  • Consulting
  • Fintech
  • Advice
  • Information Technology
  • Asset Management
  • Wealth Management
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FAQ

Frequently Asked Questions

Learn who this investor regularly partners with—both firms and angels—and explore their latest activity.

Who does Lovell Minnick Partners frequently co-invest with?

MC
North America, New York, United States, New York
Co-Investments: 1
Golden Gate Capital
North America, California, United States, San Francisco
Co-Investments: 1
Continental Investors
North America, Illinois, United States, Chicago
Co-Investments: 1
Clocktower Technology Ventures
North America, California, United States, Santa Monica
Co-Investments: 1
Kelso & Company
North America, New York, United States, New York
Co-Investments: 1
Parthenon Capital Partners
North America, Massachusetts, United States, Boston
Co-Investments: 1
Northwood Ventures
North America, New York, United States, Syosset
Co-Investments: 1
Audax Private Equity
North America, Massachusetts, United States, Boston
Co-Investments: 1

What are some of recent deals done by Lovell Minnick Partners?

Fortis Payments

Novi, Michigan, United States

Fortis Payments provides businesses across the country with Visa, MasterCard, Discover and American Express processing services.

FinanceFinancial ServicesPaymentsSoftware
Private EquityMar 12, 2025
Broadstone

London, England, United Kingdom

Broadstone provides pensions, employee benefits, actuarial and investment services advice to small and medium sized employers.

AdviceEmployee BenefitsFinancial Services
Private EquityJan 7, 2025
oneZero Financial Systems

Cambridge, Massachusetts, United States

oneZero develops solutions that focus on financial asset management, and provides analytics and consulting services.

AnalyticsFinancial Services
Private EquityNov 12, 2024
Cohen & Company

Cleveland, Ohio, United States

Cohen & Company is a full-service investment bank with the experience and capital base necessary to provide trusted advice.

AccountingConsultingFinancial Services
Private EquityOct 25, 2024
ACU-Serve Corp.

Akron, Ohio, United States

ACU-Serve Corp. is an outsourcing company offering HME, DME, infusion outsourcing, and auditing services.

CRMInformation Technology
Private EquityOct 19, 2023
Net at Work

New York, New York, United States

Net at Work is a Business Management Solution provider for the Chemical Industry.

ConsultingCRMSoftware
Private EquitySep 19, 2023
STP Investment Services

West Chester, Pennsylvania, United States

STP Investment Services is a financial services firm specializing in office investment operations outsourcing, and fund services.

Financial Services
Private EquityMar 9, 2022
Warner Pacific

Westlake Village, California, United States

Warner Pacific is an insurance agency for the health insurance industry.

Financial ServicesHealth CareInsuranceMedical
Private EquityJan 13, 2022
HWM

Dublin, Dublin, Ireland

HWM is a investor and regulatory services technology provider.

ComputerInformation Technology
Private EquityApr 1, 2021
Fortis Payments

Novi, Michigan, United States

Fortis Payments provides businesses across the country with Visa, MasterCard, Discover and American Express processing services.

FinanceFinancial ServicesPaymentsSoftware
Private EquityDec 17, 2019