What deals has Lovell Minnick Partners done recently?

PE Firm · Capital Allocator

Lovell Minnick Partners

Medium

Philadelphia, United States · Founded 1999 · AUM $6 billion+ · Website

Private EquityMiddle MarketBuyoutAdd-on AcquisitionsFinancial ServicesBusiness ServicesWealth ManagementInsurance BrokeragePaymentsFinancial TechnologyInsurance TechnologyNorth AmericaEurope

Last verified

11/1/2026

Firm Overview

Portfolio tracked

Sectors

Regions

11/1/2026

Last verified

Lovell Minnick Partners is an international private equity firm focused on investments in middle market financial and related business services companies.

Founded in 1999 by financial services executives Jeffrey D. Lovell and James E. Minnick, Lovell Minnick Partners is a private equity firm that specializes in the financial services and business services sectors. The firm operates out of offices in Philadelphia, Los Angeles, and New York, targeting middle-market opportunities across North America and Europe.

Since its inception, the firm has raised over $6 billion in committed capital from a diverse group of institutional investors, including pension funds, insurance companies, and endowments. Over the past 25 years, the firm has completed investments in more than 50 portfolio companies and facilitated over 200 add-on acquisitions.

The firm's investment strategy focuses on specialized areas such as wealth management, insurance brokerage, payments, and financial technology. Notable historical exits include Duff & Phelps and AssetMark, while more recent activity includes investments in platforms like SRS Acquiom and Pathstone.

Founded1999

HeadquartersPhiladelphia, United States

AUM$6 billion+

Target investmentMiddle Market

StrategiesPrivate Equity, Middle Market, Buyout, Add-on Acquisitions

Sector focusFinancial Services, Business Services, Wealth Management, Insurance Brokerage, Payments, Financial Technology, Insurance Technology

Geographic focusNorth America, Europe

Leadership

Jeffrey D. Lovell

Co-Founder

Co-founder of Lovell Minnick Partners and a financial services executive.

James E. Minnick

Co-Founder

Co-founder of Lovell Minnick Partners and a financial services executive.

Notable Investments

ALPSJ.S. HeldWorldwide FacilitiesDuff & PhelpsAssetMarkSRS AcquiomMercer AdvisorsForeside Financial GroupCenterSquare Investment ManagementTortoise Capital AdvisorsInside Real EstateoneZeroFortisPathstoneXactus

Historical and current deals referenced in public sources.

Deals on record

2 on record in the index

Add-on

SRS Acquiom, a Lovell Minnick Partners portfolio company, acquired Pantarai

2026-10-08

Source: lovellminnick.com

Platform investment

Lovell Minnick Partners acquired Charles Taylor

Date not stated

Source: charlestaylor.com

Deals are listed only where a public source names both sides. Submit a correction.

Portfolio on record

Portfolio by sector

Unclassified46 of 59
Financial Services8 of 59
B2B Software2 of 59
Healthcare1 of 59
Industrials1 of 59
Professional Services1 of 59

59 portfolio companies on record in the index, grouped by sector hub.

Current and exited

Current: 59 of 59Exited: 0 of 59

Portfolio size among all firms

59 companies on record, more than 71% of the 405 firms in the index.

0885 companies (log scale)

Portfolio Companies

Company	Sector	Status	Website
361 Capital	Not on record	Current	Not on record
ACU-Serve	Not on record	Current	Not on record
AKAM	Not on record	Current	Not on record
ALPS Holdings	Not on record	Current	Not on record
Americana Partners	Not on record	Current	Not on record
AssetMark	Not on record	Current	Not on record
Atlantic Asset Management	Not on record	Current	Not on record
ATTOM	Not on record	Current	Not on record
Beacon Global Strategies	Not on record	Current	Not on record
Berkeley Capital Management	Not on record	Current	Not on record
Broadstone	Not on record	Current	Not on record
CenterSquare	Not on record	Current	Not on record
Centurion Capital Group	Not on record	Current	Not on record
Charles Taylor	Not on record	Current	Not on record
ClariVest Asset Management	Not on record	Current	Not on record
Cohen & Co	Not on record	Current	Not on record
Commercial Credit Group	Not on record	Current	Not on record
Currency Capital	Not on record	Current	Not on record
Dahlman Rose & Company	Not on record	Current	Not on record
Deep Pool Financial Solutions	Not on record	Current	Not on record
Definiti	Not on record	Current	Not on record
Duff & Phelps	Not on record	Current	Not on record
Engage People	Not on record	Current	Not on record
First Allied	Not on record	Current	Not on record
Foreside	Not on record	Current	Not on record
Fortis	Not on record	Current	Not on record
H.D. Vest	Not on record	Current	Not on record
Inside Real Estate	Not on record	Current	Not on record
J.S. Held	Not on record	Current	Not on record
Kanaly Trust	Not on record	Current	Not on record
Keane Holdings	Not on record	Current	Not on record
Leerink Partners	Not on record	Current	Not on record
Lincoln Investment	Not on record	Current	Not on record
LSQ	Not on record	Current	Not on record
Matthews Asia	Not on record	Current	Not on record
Mercer Advisors	Not on record	Current	Not on record
National Auto Care	Not on record	Current	Not on record
Net At Work	Not on record	Current	Not on record
Newport Specialty Partners	Not on record	Current	Not on record
oneZero	Not on record	Current	Not on record
Pathstone	Not on record	Current	Not on record
PlanMember	Not on record	Current	Not on record
PowellJohnson	Not on record	Current	Not on record
re:Members	Not on record	Current	Not on record
Reflect Health	Not on record	Current	Not on record
Seaside National Bank & Trust	Not on record	Current	Not on record
SRS Acquiom	Not on record	Current	Not on record
Stein Roe Investment Counsel	Not on record	Current	Not on record
STP Investment Services	Not on record	Current	Not on record
Suede	Not on record	Current	Not on record
The Trio Solution	Not on record	Current	Not on record
Tortoise Capital	Not on record	Current	Not on record
Trea Asset Management	Not on record	Current	Not on record
TriState Capital	Not on record	Current	Not on record
UNX	Not on record	Current	Not on record
W1M	Not on record	Current	Not on record
Warner Pacific Insurance Services	Not on record	Current	Not on record
Worldwide Facilities	Not on record	Current	Not on record
Xactus	Not on record	Current	Not on record

Source: https://www.lovellminnick.com/portfolio/

In the 2027 Digital Value Creation Baseline

3 of Lovell Minnick Partners' 59 portfolio companies on record were measured in the 2027 Digital Value Creation Baseline (October 2026).

Read the research

Questions about Lovell Minnick Partners

What deals has Lovell Minnick Partners done recently?: The most recent deal on record here is: SRS Acquiom, a Lovell Minnick Partners portfolio company, acquired Pantarai (2026-10-08). This page lists 2 deals, each with its public source.

Sources for this profile, updated 2026-11-01

Firm website
Wikipedia
Public portfolio page
Deal reports (2), linked beside each deal

Sources

Wikipedia
Wikipedia/Wikidata · public reference
Firm website
Firm website · primary public source

This profile is based on publicly available information and may be incomplete or outdated. PE Firm Index is not affiliated with Lovell Minnick Partners and does not provide investment advice.

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Firm Intelligence

Portfolio tracked59
SectorsFinancial Services, Business Services, Wealth Management, Insurance Brokerage, Payments, Financial Technology, Insurance Technology
RegionsNorth America, Europe
AUM$6 billion+

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