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Keeping Up with Lovell Minnick
 
December 2020
Over the past few weeks, our partners at Lovell Minnick have been sharing their insights on our firms’ areas of specialization and recent activity with the media. This edition of ‘Keeping Up with Lovell Minnick Partners’ features our partners’ perspectives in Bloomberg, WealthManagement.com, Digital Insurance and Private Equity Wire
 
Follow our page on LinkedIn to stay up to date on firm and portfolio company news and insights.  
Lovell Minnick Seeks Smaller Deals With Economy Slowing Buyouts

Flush with cash and having faced an unpredictable year, the private equity industry is turning to add-on deals to deploy capital and provide a lifeline to smaller companies at this challenging time. Managing Partner Steve Pierson discussed Lovell Minnick’s add-on activity in 2020 with Bloomberg and why strategy has proven resilient during a year of uncertainty.

 
Pathstone Surges Forward With Lovell Minnick Investment 

Since Lovell Minnick’s initial investment in December 2019, portfolio company and family office Pathstone has acquired two firms and grown its assets under advisement by $7 billion. Lovell Minnick Partner Brad Armstrong and Pathstone President Matthew Fleissig spoke with WealthManagement.com about the firms’ partnership and the family office’s future plans.

 
Capital's role in spurring insurance transformation

In response to the pandemic and its impact on the insurance industry, Partner Jason Barg recently authored a byline for Digital Insurance on how private capital can help carriers, insurtechs and service providers keep up with the digital evolution of the insurance industry accelerated by the pandemic.

PE sponsors see strong bolt on activity in US middle-market

With add-on deals serving as one of the private equity industry’s strongest strategies in 2020, Jason also spoke with Private Equity Wire about Lovell Minnick’s approach to add-ons and how these deals can benefit small companies, portfolio companies and private equity firms.

 

About Us

Lovell Minnick Partners is a private equity firm focused on investments in the global financial services industry, including related technology and business services companies. We partner with outstanding management teams to help grow their companies and build value for investors through a combination of driving growth initiatives, strategic activity and operational improvements. Since our inception in 1999, we have become a leader in our chosen space, raising $3.5 billion of committed capital from leading institutional investors including public and private pensions, insurance companies, endowments and foundations. To date, we have completed more than 50 portfolio company investments.
 
We seek to invest in management-driven, growth-oriented companies that span the supply chains of investment products, insurance products, credit products and payments.  Some of the areas in which we specialize include:
  • financial and insurance technology 
  • payments 
  • specialty finance 
  • insurance brokerage and services 
  • asset and wealth management 
  • and related business services.

For more information on our firm and our strategy, please visit www.LMPartners.com.
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Lovell Minnick Partners LLC · 555 E. Lancaster Avenue, Suite 510 · Radnor, PA 19087 · USA