Our firm

With offices in Philadelphia, Los Angeles, and New York, we invest across financial services and business services in the Americas and Europe. Some of the areas in which we specialize include asset management, wealth management, outsourced services, financial and insurance technology, product distribution, insurance brokerage and services, and specialty finance.

Our advantages

Lovell Minnick Partners has established a corporate culture of integrity, sound ethics, and fairness, measured by the collaborative partnership of our investors and company management teams.

Our expertise helps us create first class investments in the complex, sometimes opaque, world of financial and business services.

Our investment decision-making process has been rigorously developed and is continuously refined.

We seek out dynamic companies where we can help develop value by delivering on our knowledge of the markets, the business models, the long-term trends, the technological advancements, and the factors that impact the financial and business services industries.

We add value by partnering with management teams to deploy growth strategies, cultivate and execute external growth opportunities, source and negotiate strategic transactions, and foster valuable and lasting relationships from among our vast network of industry and professional contacts.

We drive our companies to not only respond to the ways in which technology is constantly changing the landscape but, more importantly, to define and lead how technology will impact the future of how products and services are delivered.

Our values

From internal improvements to the addition of quality teammates, from investment theses to strategic activities, we are committed to seeking and achieving a standard of excellence.

Our team-oriented culture is designed to generate successful outcomes, resulting in shared recognition and career opportunities, which in turn, perpetuate stability and retention.

We actively seek to work with people who share our enthusiasm and vision for building great companies, which has proven to be a critical component in building value.

Integrity and honesty are at the foundations of everything we say and do.

We approach private equity as a relationship business – we treat all players fairly and are loyal to those who treat us the same.

We pursue excellence relentlessly

We pursue excellence relentlessly

From internal improvements to new hire candidates, from investment theses to strategic activities, we are committed to seeking and achieving a standard of excellence.

We are one team

We are one team

Our team-oriented culture is intended to generate successful outcomes, resulting in shared recognition and career opportunities, which in turn, perpetuate stability and retention.

We respect hard work and work hard to earn respect

We respect hard work and work hard to earn respect

We actively seek to work with people who share our enthusiasm and vision for building great companies, which has proven to be a critical component in building value.

We honor our word

We honor our word

Integrity and honesty are at the foundations of everything we say and do.

We are fair and loyal

We are fair and loyal

We approach private equity as a relationship business - we treat all players fairly and are loyal to those who treat us the same.

Disclaimer

Lovell Minnick Partners and certain of its sponsored general partners are registered with the Securities and Exchange Commission as investment advisers under the Investment Advisers Act of 1940, as amended. The information provided on this website, including any information regarding Lovell Minnick’s current and historical portfolio investments, is not intended to recommend any investment described herein and is not an offer or sale of any security or investment product or investment advice. Past performance is not a guarantee of future results, and it should not be assumed that results for current and historical portfolio investments will be achieved for other investments. Representative investments are not to be considered a complete list of all investments made in the past, or currently held, by Lovell Minnick funds.

Lovell Minnick provides investment advisory services only to the privately offered Lovell Minnick funds. Lovell Minnick does not solicit or make its services available to the public or other advisory clients.

Terms and Conditions

THE INFORMATION PROVIDED BY LOVELL MINNICK PARTNERS ON THIS SITE IS SUBJECT TO CERTAIN TERMS AND CONDITIONS.

Thank you for visiting Lovell Minnick Partners’ website. By entering and using this site, you acknowledge and agree to all of the Terms and Conditions stated herein. Lovell Minnick Partners (“LMP”) reserves the right to revise these Terms and Conditions at any time and for any reason, without notice or obligation. Your continued use of this site following any revisions to these Terms and Conditions will mean that you accept and agree to abide by the Terms and Conditions as modified. We recommend that you periodically revisit this page to review these Terms and Conditions.

Legal Disclaimer

Nothing on this website is intended to be, and you should not consider anything on the website to be, investment, accounting, tax or legal advice. This website is intended solely to provide general information regarding LMP. LMP does not solicit or make its services available to the general public. Under no circumstances should any information provided on this website be used or considered as an offer to sell or a solicitation of an offer to buy any security. Although this website may include investment-related information, nothing on this website is a recommendation that you purchase, sell or hold any security or other investment, or that you pursue any investment style or strategy. 

Restricted Use of Site Materials

LMP grants you a limited license to access and make use of this site. For your personal use only, you may print copies of the information from this site and store it on your own computer. You may not download or modify this site, or any portion of it, except with the prior express written consent of LMP. This license does not include: any resale or commercial use of this site or its contents; any derivative use of this site or its contents; or any use of data mining, robots or similar data gathering and extraction tools. Any unauthorized use terminates the permission or license granted by LMP. LMP reserves all other rights.

Although LMP provides the information accessible on this site for your personal, non-commercial use, LMP retains property rights, such as under U.S. and international copyright law, to all such information, including but not limited to non-textual information components, such as graphic images and trade dress, that are part of or incident to such information. This means that without the prior express written permission of LMP, you MAY NOT: distribute information from this site to others; include information from this site on another site, on a server computer, or in documents, including but not limited to “mirroring” the information and to displaying the information by means of HTML frames or similar means; or modify or re-use the information from this site. LMP reserves all other rights.

Copyrights and Trademark

LMP is the copyright owner for all materials on this site or has the permission to use such materials, or in the case of news articles, if any, the news articles are from publicly-available sources. No portion of this site, including but not limited to the text or images may be copied or distributed in any manner, or for any purpose, without LMP’ prior express written permission, except as provided herein. The compilation of all content on this site is the exclusive property of LMP and is protected by U.S. and international copyright laws.

You acknowledge and agree that any name, logo, trademark, or service mark contained on this site is owned or licensed by LMP and may not be used by you without the prior written approval of LMP. You acknowledge that LMP will enforce its intellectual property rights to the full extent of the law. Graphics, charts, information or images of places or people are either property of LMP or used on this site with permission. Your use of any of these materials is prohibited unless specifically permitted. Any unauthorized use of these materials may subject you to penalties or damages, including but not limited to those related to violation of trademarks, service marks, copyrights, privacy, and publicity rights.

No Warranty

While LMP makes reasonable efforts to ensure that all material on this site is correct, accuracy cannot be guaranteed and LMP makes no representations or warranties as to its accuracy.

THIS SITE, AND ALL INFORMATION AND MATERIALS CONTAINED HEREIN, IS PROVIDED TO YOU “AS IS” WITHOUT WARRANTY OF ANY KIND, EITHER EXPRESS OR IMPLIED, INCLUDING, BUT NOT LIMITED TO THE IMPLIED WARRANTY OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, TITLE AND NON-INFRINGEMENT TO THE FULLEST EXTENT PERMITTED BY LAW. TO THE FULLEST EXTENT PERMITTED BY LAW, LMP ALSO DISCLAIMS ANY WARRANTIES FOR THE SECURITY, RELIABILITY, TIMELINESS, AND PERFORMANCE OF THIS SITE.

International Use

This website is operated and controlled by LMP in the United States. Due to the global nature of the Internet, this website may be accessed by users in countries other than the United States. We make no warranties that materials on this website are appropriate or available for use in such locations. If it is illegal or prohibited in your country of origin to access or use this website, then you should not do so. Those who choose to access this site outside the United States do so on their own initiative and are responsible for compliance with all local laws and regulations.

Limitations of Liability

You acknowledge and agree that your use of this site is at your own risk and that none of the parties involved in creating, producing, or delivering this site is liable for any direct, indirect, incidental, consequential or punitive damages, or any other losses, liabilities, obligations, damages, claims, demands, actions, costs and/or expenses of any kind (including legal fees, expert fees, or other disbursements) which may arise, directly or indirectly, through access to, use of, or browsing of this site or through your downloading of any materials, data, text, images, video or audio from this site, including but not limited to anything caused by any viruses, bugs, human action or inaction or any computer system, phone line, hardware, software, or program malfunctions, or any other errors, failures or delays in computer transmissions or network connections.

User Submissions

You acknowledge and agree that any communication or material you transmit to this site or to LMP, in any manner or for any reason, will not be treated as confidential or proprietary. Furthermore, you acknowledge and agree that any materials you transmit to LMP may be used by LMP, anywhere, anytime, and for any reason whatsoever.

Privacy Policy

Please review our Privacy Policy which governs your visit to this site in order to understand our practices.

Severability

If any of these Terms of Use are deemed invalid, void, or unenforceable, such term or condition shall be deemed severable and shall not affect the validity or enforceability of the remaining Terms of Use.

Privacy Policy

Thank you for visiting the Lovell Minnick Partners (“LMP”) website.  By using this website, you agree to abide by the following terms and conditions.  If you do not accept these conditions, do not use this website.  LMP may change this Privacy Policy and User Agreement (“Agreement”) from time to time, based upon any changes to our website and our users’ experience on it.  If we make any substantial changes in this Agreement, we will post a prominent announcement on our home page.

Privacy Policy

LMP respects the privacy of visitors to this website.  This policy describes how and when we gather information from visitors to our website. 

Aggregate Data

We generally record certain usage information, such as the number and frequency of visitors to this website.  This information may include the websites that you access immediately before and after your visit to our website, the Internet browser you are using and your IP address.  If we use such data at all, it will be on an aggregate basis, and we will not disclose to third parties any information that could be used to identify you personally.  We do not employ cookies.

Personally Identifiable Information

If you voluntarily submit information to our website, for example, in a request to receive a LMP newsletter, we may record and use any personally identifiable information, such as your name, phone number and email, for any reasonable business purposes including, but not limited to, fulfilling your request.  We will not use your personally identifiable information for any other purposes without your permission.  We may use internal service providers to operate our website and employ other persons to perform work on our behalf.  These persons may have access to the personally identifiable information you submit through the website, but only for the purpose of performing their duties.  These persons may not use your personally identifiable information for any other purpose. 

We will not provide any personally identifiable information to any other persons, except if we are required to make disclosures to the government or private parties in connection with a lawsuit, subpoena, investigation, examination or similar proceeding.  We can (and you authorize us to) disclose any such information in those circumstances.

Protection of Information

We endeavor to protect your personal information.  We use both technical and procedural methods to maintain the integrity and security of our databases, including firewalls.  Please be aware, though, that no security measures are perfect or impenetrable.  We will not be responsible or liable for any damages, losses or causes of action arising out of or in connection with the disclosure of your personally identifiable information.

User Agreement

Restrictions on Use

Any person using this website is permitted to copy and print individual website pages for non-commercial purposes.  Users may also copy or print minimal copies of any research or reports posted on the site solely for informational, non-commercial use.  These copies must not alter the original website content, including all legal notices and legends.  Our prior permission is required for (i) any commercial use of materials on this website; (ii) making more than minimal copies of website materials; and (iii) copying large portions of our website.  If you seek permission for such use of our website, please contact at lovellminnickpartners@lmpartners.com.

Linking and Framing

We do not permit others to link to or frame this website or any portion thereof.

Please note that this Agreement applies only to this website and not to other websites that may be accessible from this website via hyperlink.  We are responsible only for the content of our own website.  We encourage you to review the privacy policies and user agreements of all other websites that you visit.

Ownership

All content included on this website, such as graphics, logos, articles and other materials, is the property of our organization or others and is protected by copyright and other laws.  All trademarks and logos displayed on this website are the property of their respective owners, who may or may not be affiliated with our organization.

Submissions

As our website indicates, we welcome your questions about us and our products and services.  Please be advised that any comments, suggestions, ideas or other information that you send to us through our website we will own and have the right to use as we choose, without payment to you.

International Use

Due to the global nature of the Internet, this website may be accessed by users in countries other than the United States.  We make no warranties that materials on this website are appropriate or available for use in such locations.  If it is illegal or prohibited in your country of origin to access or use this website, then you should not do so.  Those who choose to access this site outside the United States do so on their own initiative and are responsible for compliance with all local laws and regulations.

No Offers or Reliance

No material at this site shall be used or considered as an offer to sell or a solicitation of any offer to buy the securities or services of LMP or any other issuer.  Offers can only be made where lawful under, and in compliance with, applicable law. 

LMP makes no representations that transactions, products or services discussed on this site are available or appropriate for sale or use in all jurisdictions or by all investors.  Those who access this site do so at their own initiative and are responsible for compliance with local laws or regulations. 

While LMP uses reasonable efforts to obtain information from reliable sources, it makes no representations or warranties as to the accuracy, reliability or completeness of any information or document at this site obtained outside of LMP.  Opinions and any other contents at this site are subject to change without notice.

LMP is not utilizing this site to provide investment or other advice, and no information or material at this site is to be deemed a recommendation to buy or sell any securities or is to be relied upon for the purpose of making or communicating investment or other decisions.  Any transactions listed on this site are included as representative transactions and are not necessarily reflective of overall performance.

Limitations of Liability

We are not responsible for any damages or injury, including but not limited to special or consequential damages, that result from your use of (or inability to use) this website, including any damages or injury caused by any failure of performance, error, omission, interruption, defect, delay in operation, computer virus, line failure or other computer malfunction.  You acknowledge that we provide the contents of this website on an “as is” basis with no warranties of any kind.  Your use of this website and use or reliance upon any of the materials on it is solely at your own risk. 

Governing Law

You agree that your use of this website, this Agreement and any disputes relating to any of them shall be governed in all respects by the laws of the State of Pennsylvania.  Any dispute relating to the above shall be resolved solely in the state or federal courts located in Philadelphia, Pennsylvania.

Contact Us

Thank you for visiting our website.  Please contact us at lovellminnickpartners@lmpartners.com if you have any questions about our website or this Agreement.