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2019 By the Numbers
 

$3.5B Committed Capital Since Inception
50+ Portfolio Companies Since Inception

80+ Add-On Acquisitions Since Inception


We hope your 2020 is off to a great start! 2019 was a milestone year for Lovell Minnick.  Not only did it mark our 20-year anniversary, but we also had a record year in multiple aspects of our business, including fundraising, investment activity and portfolio company exits. We are excited to share more details of our successful year with you.
 
As we reflect on 2019, and our entire 20-year history, we are grateful
for our LPs and all of our friends and partners who have contributed to our success.  
We wish you a happy and healthy 2020. 

In 2019, we held the final close on Fund V at the hard cap of $1.28 billion.  By year end, we made our final platform investment in Fund IV, which concluded at a total of 13 platform investments over four years.  We also activated Fund V and closed on 5 investments by year end, with an additional investment announced in Charles Taylor, which has since closed.  


Six New Platform Deals in 2019
 
16 Acquisitions Completed by
LMP Portfolio Companies

Acquisitions were completed by CenterSquare Investment Management, Foreside, J.S. Held, Mercer Advisors, Omni Healthcare (fka Global Financial), Tortoise, and Worldwide Facilities.
Approximately $1 Billion in Aggregate Proceeds from Investments Exited in 2019

3rd Annual Executive Summit

We hosted our 3rd annual Executive Summit last May, bringing together senior management from our portfolio companies to share insights, experiences and best practices.  Discussion topics included Marketing, Diversity, Sales and Technology. 

Our 4th annual Executive Summit will be held in May 2020.
Our Growth Continues

During 2019, we welcomed Jenny Thapa as Vice President, Sean Bright and Bill Lucas as Associates, based in LA; Lindsay Strait as Associate, based in New York; Paul Mattson as Controller and Cody Isdaner as Compliance & Regulatory Associate, based in Philadelphia; and Greg Cohen as a member of our Advisory Council.
2020 Annual Investor Meeting


This year's annual investor meeting will be held October 28-29 in Philadelphia, Pennsylvania.
Investment Focus
 
Lovell Minnick Partners targets portfolio companies across the global financial services industry, including related technology and business services companies. Some of the areas in which we specialize include financial and insurance technology, payments, specialty finance, insurance brokerage and services, asset management, wealth management, and related business services.  

We make equity investments generally between $40 million and $150 million in each portfolio company, and have successfully completed investments with multi-hundred million dollars of LP co-investment, allowing us to pursue opportunities of all sizes.

We'd be glad to talk with you further about our business or the industry.  You can contact us here

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