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Investments

30

Portfolio Exits

17

Funds

11

Partners & Customers

1

Service Providers

2

About Lovell Minnick Partners

Lovell Minnick Partners is an independent, management-controlled private equity firm formed to provide buyout capital and growth capital to developing companies in the financial services industry.

Lovell Minnick Partners Headquarter Location

150 N Radnor Chester Road Suite A200

Wayne, Pennsylvania, 19087,

United States

610-995-9660

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Latest Lovell Minnick Partners News

Lovell Minnick Partners promotes two to Principal

Jan 14, 2022

Lovell Minnick Partners promotes two to Principal Submitted 14/01/2022 - 9:51am Lovell Minnick Partners (Lovell Minnick), a private equity firm focused on investments in financial services, financial technology and business services companies, has promoted Roumi Zlateva and Jason Klein to Principal. Zlateva and Klein both work on the firm’s investment team and will continue to source and lead investments within the financial services and financial technology sectors. Like this article? Sign up to our free newsletter Author Profile Related Topics Moves & Appointments

Lovell Minnick Partners Investments

30 Investments

Lovell Minnick Partners has made 30 investments. Their latest investment was in Warner Pacific as part of their Private Equity on January 1, 2022.

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Lovell Minnick Partners Investments Activity

investments chart

Date

Round

Company

Amount

New?

Co-Investors

Sources

1/13/2022

Private Equity

Warner Pacific

Yes

1

12/17/2019

Private Equity

Fortis

Yes

1

11/5/2019

Private Equity

Pathstone

Yes

1

6/25/2019

Private Equity

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10

2/20/2017

Private Equity

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10

Date

1/13/2022

12/17/2019

11/5/2019

6/25/2019

2/20/2017

Round

Private Equity

Private Equity

Private Equity

Private Equity

Private Equity

Company

Warner Pacific

Fortis

Pathstone

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Amount

New?

Yes

Yes

Yes

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Co-Investors

Sources

1

1

1

10

10

Lovell Minnick Partners Portfolio Exits

17 Portfolio Exits

Lovell Minnick Partners has 17 portfolio exits. Their latest portfolio exit was Foreside Financial Group on July 07, 2021.

Date

Exit

Companies

Valuation
Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model.

Acquirer

Sources

7/7/2021

Acq - Fin - II

3

3/5/2021

Acquired

1

1/28/2021

Acq - Fin

7

7/10/2020

Acq - P2P

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$99M

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10

7/1/2019

Acq - Fin - II

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10

Date

7/7/2021

3/5/2021

1/28/2021

7/10/2020

7/1/2019

Exit

Acq - Fin - II

Acquired

Acq - Fin

Acq - P2P

Acq - Fin - II

Companies

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Valuation

$99M

Acquirer

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Sources

3

1

7

10

10

Lovell Minnick Partners Acquisitions

23 Acquisitions

Lovell Minnick Partners acquired 23 companies. Their latest acquisition was UniversalCIS on March 17, 2021.

Date

Investment Stage

Companies

Valuation
Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model.

Total Funding

Note

Sources

3/17/2021

$99M

Acq - Fin

3

10/14/2019

$99M

Acq - Fin

1

8/20/2019

Other

$99M

$22.83M

Acq - Fin

1

1/8/2019

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$99M

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10

11/13/2018

Debt

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$99M

$99M

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10

Date

3/17/2021

10/14/2019

8/20/2019

1/8/2019

11/13/2018

Investment Stage

Other

Debt

Companies

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Valuation

$99M

$99M

$99M

$99M

$99M

Total Funding

$22.83M

$99M

Note

Acq - Fin

Acq - Fin

Acq - Fin

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Sources

3

1

1

10

10

Lovell Minnick Partners Fund History

11 Fund Histories

Lovell Minnick Partners has 11 funds, including Lovell Minnick Equity Partners V.

Closing Date

Fund

Fund Type

Status

Amount

Sources

9/10/2019

Lovell Minnick Equity Partners V

$1,280M

2

4/29/2019

Lovell Minnick Equity Partners V-A

$1,209.99M

1

11/21/2018

Lovell Minnick Equity Partners V

Diversified Private Equity

Closed

$750.36M

1

11/4/2015

Lovell Minnick Equity Partners IV

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$99M

10

2/3/2010

Lovell Minnick Equity Partners III

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$99M

10

Closing Date

9/10/2019

4/29/2019

11/21/2018

11/4/2015

2/3/2010

Fund

Lovell Minnick Equity Partners V

Lovell Minnick Equity Partners V-A

Lovell Minnick Equity Partners V

Lovell Minnick Equity Partners IV

Lovell Minnick Equity Partners III

Fund Type

Diversified Private Equity

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Status

Closed

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Amount

$1,280M

$1,209.99M

$750.36M

$99M

$99M

Sources

2

1

1

10

10

Lovell Minnick Partners Partners & Customers

1 Partners and customers

Lovell Minnick Partners has 1 strategic partners and customers. Lovell Minnick Partners recently partnered with First Allied Securities on June 6, 2013.

Date

Type

Business Partner

Country

News Snippet

Sources

6/12/2013

Partner

First Allied Securities

United States

June 12, 2013 Lovell Minnick Partners Announces the Sale of First Allied. Lovell Minnick Partners - Lovell Minnick Partners Announces the Sale of First Allied

Robert M. Belke , Managing Director of Lovell Minnick Partners LLC , commented , `` We have enjoyed a strong partnership with the First Allied Holdings Inc. team over the years and we wish them great success in the future .

1

Date

6/12/2013

Type

Partner

Business Partner

First Allied Securities

Country

United States

News Snippet

June 12, 2013 Lovell Minnick Partners Announces the Sale of First Allied. Lovell Minnick Partners - Lovell Minnick Partners Announces the Sale of First Allied

Robert M. Belke , Managing Director of Lovell Minnick Partners LLC , commented , `` We have enjoyed a strong partnership with the First Allied Holdings Inc. team over the years and we wish them great success in the future .

Sources

1

Lovell Minnick Partners Service Providers

2 Service Providers

Lovell Minnick Partners has 2 service provider relationships

Service Provider

Associated Rounds

Provider Type

Service Type

Acq - Fin

Investment Bank

Financial Advisor

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Service Provider

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Associated Rounds

Acq - Fin

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Provider Type

Investment Bank

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Service Type

Financial Advisor

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Partnership data by VentureSource

Lovell Minnick Partners Team

9 Team Members

Lovell Minnick Partners has 9 team members, including current President, Managing Director, James E. Minnick.

Name

Work History

Title

Status

Jeffrey D. Lovell

Founder

Current

James E. Minnick

President, Managing Director

Current

Steve Pierson

President

Current

Steve Pierson

President, Managing Partner

Current

Robert M. Belke

Managing Director

Current

Name

Jeffrey D. Lovell

James E. Minnick

Steve Pierson

Steve Pierson

Robert M. Belke

Work History

Title

Founder

President, Managing Director

President

President, Managing Partner

Managing Director

Status

Current

Current

Current

Current

Current

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