Partnering with exceptional management teams to build Destination Platforms
Experts in financial services, business services, and related technology. We build companies into Destination Platforms where clients, employees, and acquisition targets want to be.
Track Record
26+ Years
Committed Capital*
$6+ Billion
Portfolio Investments*
50+
Add-on Acquisitions*
235+
Beyond Property Loss: JS Held's Evolution into a Diversified Specialty Advisory Leader
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Setting the Standard in Family Office Services: The Pathstone Story
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Building a Destination Platform in the GRC Space: Foreside's Growth with Lovell Minnick
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From Fragmented to Foundational: Building a Defining ERP-Payments Platform with Fortis
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Beyond Property Loss: JS Held's Evolution into a Diversified Specialty Advisory Leader
View Case StudyWe're a very different company than we were prior to Lovell Minnick’s investment. We were a good company, but since its investment, we’ve had tremendous growth and enormous success, which doesn't come by accident.
— Paul Koenig, CEO SRS Acquiom
We share a common goal of not only growing our business but also strengthening our relationships with our clients.
— Jim Knight, CEO ACU-Serve
One of the things I love about our partnership with Lovell Minnick is the access to resources. Every time we need something, we have a partner with ideas and additional resources ready to help.
— Kristin Andreski, CEO Definiti
Statements on this website (including in any videos) reflect the experiences of current or former portfolio company executives at Lovell Minnick, not their experiences as investors. These individuals were not compensated for their statements, though they do receive compensation as portfolio company executives and, in some cases, are investors in Lovell Minnick-sponsored funds. These relationships create potential conflicts of interest that may influence their statements. Please see Regulatory Disclosures for more information. *Since inception as of 3/31/2026.
Lovell Minnick 2025 Executive Summit & Offsite
Big ideas, bold leaders, and powerful connections. In May 2025, leaders from our portfolio, team, and Value Creation Team gathered to network and share best practices on AI, cybersecurity, human capital, and offshoring through a dynamic series of panels and roundtables.
High Impact. Low Ego.
Our core values define who we are. Our industry expertise gives us an edge. We are a business built on partnership, trust, and the pursuit of excellence. We seek to exemplify our values in all aspects of our business.
Staying Fair And Loyal
Honoring Our Word
Acting As One Team
Respecting Hard Work
Pursuing Excellence Relentlessly
News & Insights
Lovell Minnick Makes Strategic Investment in Beacon Global Strategies
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Xactus Acquires Baleen Solutions, Expanding Intelligent Verification Capabilities for Self-Employed Income Analysis
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Lovell Minnick Announces Successful Close of Single Asset Continuation Vehicle for SRS Acquiom
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Keeping up with Lovell Minnick: 2025 In Review
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Lovell Minnick Announces January 2026 Promotions
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