Our Focus
High Growth. Big Universe.
Focused on the high-growth opportunity in financial services, business services, and related technology.
Investing in Exceptional
We seek to partner with exceptional management teams to drive the next chapter of growth, focusing on businesses with strong market positioning, proven operating models, and clear, measurable performance metrics that underpin sustainable value creation
Market
- Large TAM with High Growth
- Founder-Heavy Landscape
- Highly Fragmented
Model
- Mission Critical Services
- B2B Services and Tech
- Ability to Leverage Lovell Minnick Value Creation Playbook
Metrics
- $5M - $50M of EBITDA
- Strong Organic Revenue Growth
- Recurring or Highly Predictable Revenue Model
Example Subsectors of Focus
Legal Tech & Services
Accounting
Capital Markets Tech
Specialty Consulting
Outsourced Asset Management Compliance & Services
Real Estate and Mortgage Technology and Services
Employee Benefits & Healthcare Administration
Payments
Wealth Management
Insurance Distribution and Services
We share a common goal of not only growing our business but also strengthening our relationships with our clients
— Jim Knight, ACU-Serve CEO
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.
Expert-Advised Value Creation
Our approach to value creation starts with 30+ actively engaged, highly experienced advisors. The collaboration grows from there.
Value Creation