Founded in 1999, Lovell Minnick Partners is an independent private equity firm specializing in financial services and related business services. Having raised $1.7 billion in committed capital, we have provided equity capital for growth investments, management buyouts, succession and ownership transitions, and recapitalizations for over 30 middle-market companies.
|Lovell Minnick Partners is widely recognized for our financial services industry knowledge and strong track record of growing market-leading businesses. We have a particular interest in areas such as asset management, financial planning, financial product distribution, specialty finance, insurance and securities brokerage, trust services, and related business services companies and outsourced solutions providers to the financial services industry. Established in 1999 by Jeffrey D. Lovell and James E. Minnick, Lovell Minnick Partners is the successor to, and continuation of, the private equity affiliate of Putnam Lovell Securities.||