December 19, 2014 1:37 AM ET

Capital Markets

Company Overview of Lovell Minnick Partners, LLC

Company Overview

Lovell Minnick Partners is a private equity firm specializing in middle market buyouts, divestitures, growth capital, expansion capital, 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, specialty finance, business services, and commercial banking sectors. The firm targets equity investments between $20 million and $80 million in each portfolio company. Lovell Minnick Partners, LLC was founded in 1999 and is based in El Segundo, California with an additional office in ...

2141 Rosecrans Avenue

The Plaza at Continental Park

Suite 5150

El Segundo, CA 90245

United States

Founded in 1999

Phone:

310-414-6160

Fax:

310-607-9942

Key Executives for Lovell Minnick Partners, LLC

Chief Executive Officer
President
Age: 65
General Counsel
Managing Director and Member of Investment Committee
Age: 43
Managing Director and Member of Investment Committee
Compensation as of Fiscal Year 2014.

Lovell Minnick Partners, LLC Key Developments

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.

Lovell Minnick Partners, LLC Presents at Speciality Finance Summit 2014, Jan-15-2014 01:45 PM

Lovell Minnick Partners, LLC Presents at Speciality Finance Summit 2014, Jan-15-2014 01:45 PM. Venue: Helmsley Park Lane Hotel, 36 Central Park South, New York, New York, United States. Speakers: W. Bradford Armstrong, Principal.

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Recent Private Companies Transactions

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Date
Target
Private Placement
June 10, 2014
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Merger/Acquisition
February 20, 2014
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