Lovell Minnick Partners
Investment Details
Investor Type
Private Equity
Asset Class Focus
Private Equity, Venture Capital
Stage Focus
Seed, Early Stage, Growth, Late Stage, Buyout, Distressed
Geographical Focus
United States, United Kingdom, Germany, France, Italy, Denmark, Switzerland, Spain, Ireland, Austria, Netherlands, Hungary, Sweden, Belgium, Norway, Finland, Poland, Czech Republic, Romania, Bulgaria
Industries Focus
- Financial Services
- Healthcare
- Telecommunications
- Asset Management
- Software
- Wealth Management
- Business Services
- Financial Technology
- Semiconductors
- Media and Entertainment
- Retailing and Distribution
- Specialty Finance
- Investment Product Distribution
- Insurance Brokerage and Services
- Financial and Insurance Technology
Investment Size:
40,000,000 to 150,000,000 USD
Investor Details Founded: 1999
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.
Requirements
- 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
Contact
[Official Website Hidden]
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Portfolio Companies
- SRS Acquiom
- Mercer Advisors
- Foreside Financial Group
- CenterSquare Investment Management
- Tortoise Capital Advisors
- Inside Real Estate
- Cohen & Company
- Fortis
- Valor PayTech
- Worldwide Facilities
- Americana Partners
- S&S Health
Mentioned In
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$14.95
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$19.95
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$24.95
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$19.95
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$24.95
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