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February 12, 2016 2:00 PM ET

Capital Markets

Company Overview of Lovell Minnick Partners, LLC

Company Overview

Lovell Minnick Partners, LLC is a private equity firm specializing in middle market buyouts, management buyouts, succession and ownership transitions, divestitures, growth capital, expansion capital, recapitalization, and minority investments focused on growth-oriented companies in the financial services industry. Within financial services, it typically targets investments in the asset management, wealth management, outsourcing, processing, brokerage, capital markets, financial technology, financial product distribution, insurance and securities brokerage, specialty finance, business services, and commercial banking sectors. The firm targets equity investments between $20 million and $100 mi...

150 North Radnor Chester Road

Radnor Financial Center

Suite A200

Radnor, PA 19087

United States

Founded in 1999



Key Executives for Lovell Minnick Partners, LLC

Chief Executive Officer, Managing Director, Co-Chairman, and Chairman of Investment Committee
President, Managing Director, Co-Chairman, and Member of Investment Committee
Age: 66
General Counsel, Partner, and Member of Investment Committee
Partner and Member of Investment Committee
Age: 44
Partner and Member of Investment Committee
Compensation as of Fiscal Year 2015.

Lovell Minnick Partners, LLC Key Developments

Lovell Minnick Partners, LLC Presents at Financial Services M&A Forum, Nov-04-2015 10:30 AM

Lovell Minnick Partners, LLC Presents at Financial Services M&A Forum, Nov-04-2015 10:30 AM. Venue: The Metropolitan Club, New York, United States. Speakers: Robert Myles Belke, Managing Director and Member of Investment Committee.

361 Capital Enters into Strategic Partnership with Lovell Minnick Partners

361 Capital announced that it has entered into a strategic partnership with Lovell Minnick Partners, a private equity firm focused on financial services. Lovell Minnick Partners will assume a minority ownership stake in the Denver-based alternatives firm. Transaction terms were not disclosed. 361 Capital recently announced a comprehensive growth strategy aimed at adding new funds through partnerships and expanding its unique distribution pipeline. The firm plans to partner with hedge fund managers and successful managers of alternative mutual funds, who will serve as sub-advisors to the new funds. Distribution will be carried out through a hybrid strategy that leverages marketing automation, technology and a strong sales force, with a focus on reaching registered investment advisors.

Lovell Minnick Partners LLC Announces Promotions of Jason S. Barg and Trevor C. Rich to Principal

Lovell Minnick Partners LLC announced the promotions of Jason S. Barg and Trevor C. Rich to Principal. Messrs. Barg and Rich are members of the investment team that is completing the investment of Lovell Minnick Equity Partners III LP. They have been involved with portfolio companies such as HD Vest Financial Services, Kanaly Trust, Keane, Matthews International Capital Management, Mercer Advisors, and TriState Capital. Mr. Barg joined the firm's Pennsylvania office in 2010 from Goldman Sachs' Financial Institutions Group, where he was an Investment Banking Associate. Mr. Rich joined the firm's California office in 2010 from Morgan Stanley's Strategic Acquisitions Group where he was an Analyst evaluating corporate acquisitions and divestitures. Prior to Morgan Stanley, he was an Analyst in J.P. Morgan's investment banking group.

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