Our
portfolio

Download
Fact Sheet

Since 1999, Lovell Minnick Partners has raised $1.7 billion of committed capital, completing more than 30 platform company investments.

Our current and realized investments represent both a wide and deep sampling of outstanding companies in some of the most compelling subsectors within financial services and business services.

Fund summaries

Fund

Amount

Vintage

Fund I

$105 MM

2000

Fund II

$224 MM

2005

Fund III

$456 MM

2010

Fund IV

$750 MM

2015

Full portfolio

361 Capital LLC

Fund III

Headquarters  -  Denver, Colorado

Date of Investment  -  June 2014

361 Capital manages and distributes retail liquid alternative products, including mutual funds, separately managed accounts, and hedge fund vehicles. The Company offers innovative investment strategies with superior risk-adjusted returns and investment performance that is uncorrelated with traditional asset management products. As of September 2017, the Company had over $1.5 billion of assets under management.

In 2014, Lovell Minnick Partners made a significant investment in 361 Capital.

http://www.361capital.com/

Commercial Credit Group, Inc.

Fund III

Headquarters  -  Charlotte, North Carolina

Date of Investment  -  May 2012

Commercial Credit Group is an independent specialty finance company that provides secured loans and leases for commercial and industrial equipment. The Company’s primary customers are small and mid-sized businesses in the transportation, waste management, and construction industries.

In 2012, Lovell Minnick Partners acquired Commercial Credit Group.

http://www.commercialcreditgroup.com/

Currency Capital, LLC

Fund IV

Headquarters  -  Los Angeles, California

Date of Investment  -  January 2017

Currency Capital, LLC is a leading online equipment financing exchange serving owners of small- and medium-sized companies. The firm’s online portal enables business owners to receive competitively priced loans for equipment purchases. With Currency Capital, borrowers are provided with unparalleled, instant access to financing options from hundreds of lenders with “one click,” making the entire application, selection, approval and funding process simple and transparent. Headquartered in Los Angeles, the company has offices in San Francisco and Orange County, CA, and Scottsdale, AZ.

In 2017, Lovell Minnick Partners made a significant investment in Currency Capital, LLC.

https://currencycap.com/

Engage People, Inc.

Fund IV

Headquarters  -  Toronto, Ontario

Date of Investment  -  January 2017

Engage People, Inc. is an innovative, market-leading solutions provider for the global loyalty and incentive industry. Engage products include its proprietary SaaS-based platform that manages end to end loyalty rewards, employee recognition, sales and sales channel incentive programs on a global basis. Headquartered in Toronto, the company has offices and employees in London, Rome, New York, Orlando and Sydney.

In 2017, Lovell Minnick Partners made a significant investment in Engage People.

http://www.engagepeople.com/

Foreside Financial Group

Fund IV

Headquarters  -  Portland, Maine

Date of Investment  -  May 2017

Established in 2005, Foreside delivers a range of distribution and compliance solutions to clients in the investment management industry. Foreside services open- and closed-end funds, exchange traded products, commodity pools, private placements, investment advisers and registered broker-dealers.

In 2017, Lovell Minnick Partners made a majority investment in Foreside Financial Group.

http://www.foreside.com/

Global Financial Credit

Fund IV

Headquarters  -  White Plains, New York

Date of Investment  -  April 2017

Global Financial Credit provides financing solutions to healthcare providers and individuals following personal injury events. Founded in 2002, Global is headquartered in White Plains, NY, and has operations in Charlotte, NC. Through the Global Financial, MedChex, and ChiroCapital brands, the Company provides medical lien funding and pre-settlement advances to underserved credit markets across the entire United States. The Company sources business through direct marketing and has an extensive business referral network that includes healthcare providers and law firms.

In 2017, Lovell Minnick Partners made a majority investment in Global Financial Credit.

http://www.glofin.com/

J.S. Held Holdings LLC

Fund IV

Headquarters  -  Jericho, New York

Date of Investment  -  March 2015

J.S. Held is a specialty advisory firm providing property loss consulting, dispute resolution, and construction and development services to insurance carriers, independent claims adjustors, and other clients. J.S. Held professionals have served as consultants, expert witnesses, and arbitration panelists on many of the largest and most complex property insurance claims, construction projects and disputes.

In 2015, Lovell Minnick Partners acquired a majority interest in J.S. Held.

http://jsheld.com/

Keane Holdings LLC

Fund III

Headquarters  -  New York, New York

Date of Investment  -  February 2014

Keane is the country’s leading provider of comprehensive outsourced unclaimed property solutions. Keane provides corporations, mutual funds, banks, brokerages, insurance companies, and transfer agents with a full suite of professional outsourced services, including locating account owners or beneficiaries, risk mitigation, customer communication programs, recovery of escheated assets, consulting, reporting, and other unclaimed property compliance-related services.

In 2014, Lovell Minnick Partners acquired Keane.

https://www.keaneunclaimedproperty.com/

Lincoln Investment Planning, LLC

Fund III

Headquarters  -  Wyncote, Pennsylvania

Date of Investment  -  August 2015

Lincoln Investment is a leading full-service independent broker-dealer providing investment, wealth and retirement planning services nationwide through a national network of financial advisors. Clients include corporations, school districts, universities, hospitals, other non-profits and high net worth individuals.

With headquarters in the greater Philadelphia metropolitan area, Lincoln Investment currently has more than 275 employees and over 800 financial advisors with 300 branches in 35 states. Lincoln Investment serves over 235,000 individual investors, with $24 billion in assets under administration and over $10 billion in assets under management and provides retirement plan services to employees of more than 3,000 employers nationwide.

In 2015, Lovell Minnick Partners made a minority investment in Lincoln Investment.

http://www.lincolninvestment.com/

LSQ Funding LLC

Fund IV

Headquarters  -  Orlando, Florida

Date of Investment  -  April 2015

LSQ Funding is a leading technology-enabled provider of working capital solutions to small and mid-sized businesses across a range of industries and geographies within the United States. LSQ Funding provides factoring and asset-based lending solutions and helps clients outsource the back office administration of accounts receivable management and expedite the cash conversion cycle. 

In 2015, Lovell Minnick Partners led a majority investment in LSQ Funding.

https://www.lsq.com/

Matthews International Capital Management, LLC

Fund III

Headquarters  -  San Francisco, California

Date of Investment  -  January 2011

Matthews is an investment manager that focuses exclusively on investing in Asian financial markets. The Company is the investment manager of the Matthews Asia Funds, a U.S. mutual fund complex with sixteen open-end funds. Matthews also offers its strategies through Luxembourg-domiciled offshore funds and separate accounts for select foundations and corporations. Matthews has over $30 billion in assets under management.

In 2011, Lovell Minnick Partners acquired a preferred equity interest in Matthews.

http://matthewsasia.com/portal.fs

Mercer Advisors

Fund II/III

Headquarters  -  Santa Barbara, California

Date of Investment  -  May 2008 (Fund II/Realized) and August 2016 (Fund III/Merger of Kanaly Trust and Mercer Advisors)

Mercer Advisors provides wealth management services which include financial planning, investment management, and retirement plan services for individuals. From offices in over 20 locations, Mercer manages over $10 billion for its high-net-worth clients.

http://www.merceradvisors.com/

Seaside National Bank & Trust

Fund II

Headquarters  -  Orlando, Florida

Date of Investment  -  November 2009

Seaside provides private banking, commercial lending, and wealth management services to clients in affluent markets across the state of Florida. The Bank focuses on relationship banking and relies on its experienced staff of client advisors to service its high-net-worth clients. Seaside has over $1 billion in total assets and operates 14 branch offices.

In 2009, Lovell Minnick Partners made a significant investment in Seaside’s holding company, Three Shores Bancorporation.

http://www.seasidebank.com/

Trea Asset Management

Fund IV

Headquarters  -  Madrid, Spain

Date of Investment  -  February 2017

Founded in 2006 and with offices in Barcelona and Madrid, Trea manages traditional mutual funds across equities, fixed income, balanced, and fund of funds primarily sold through exclusive distribution partnerships with its bank partners and directly through its own branded funds. Trea also offers a suite of alternative investment funds including private equity and credit products. As of February 2017, the company had approximately €5 billion of assets under management.

In 2017, Lovell Minnick Partners made a significant investment in Trea Asset Management.

http://www.treaam.com/en/

TriState Capital Holdings, Inc.

Fund III

Headquarters  -  Pittsburgh, Pennsylvania

Date of Investment  -  August 2012

TriState is a full service commercial and private bank that serves middle market businesses in Pennsylvania, Ohio, New Jersey, and New York, and high-net-worth individuals on a nationwide basis. The Bank does not operate a retail branch model but services its customers and sources direct lending relationships through a network of regional offices. TriState completed its initial public offering in May 2013 and is listed on the NASDAQ Global Select Market (NASDAQ: TSC). As of September 2017, TriState had $4.5 billion in assets.

In 2012, Lovell Minnick Partners made a significant investment in TriState’s holding company, TriState Capital Holdings.

http://www.tristatecapitalbank.com/

Worldwide Facilities, LLC

Fund IV

Headquarters  -  Los Angeles, California

Date of Investment  -  July 2015

Founded in 1970 and based in Los Angeles, Worldwide Facilities is one of the largest wholesale insurance brokerage companies in the U.S.  As a national wholesale broker, Worldwide Facilities places excess and surplus insurance lines on behalf of retail brokers, and their commercial insureds.  Worldwide Facilities has more than 190 employees throughout 11 offices in major metropolitan areas including Atlanta, Chicago, Hartford, Houston, Irvine, Los Angeles, New York, Orlando, Phoenix, San Francisco and Seattle.

In 2015, Lovell Minnick Partners made a significant investment in Worldwide Facilities.

http://www.wwfi.com/

ALPS Holdings Inc.

Fund I

Headquarters  -  

Date of Investment  -  

AssetMark Investment Services Inc.

Fund I

Headquarters  -  

Date of Investment  -  

Atlantic Asset Management LLC

Fund I

Headquarters  -  

Date of Investment  -  

Berkeley Capital Management LLC

Fund I

Headquarters  -  

Date of Investment  -  

Centurion Capital Group, Inc.

Fund I

Headquarters  -  

Date of Investment  -  

ClariVest Asset Management LLC

Fund II

Headquarters  -  

Date of Investment  -  

Dahlman Rose & Company, LLC

Fund III

Headquarters  -  

Date of Investment  -  

Duff & Phelps Corporation

Fund I

Headquarters  -  

Date of Investment  -  

First Allied Holdings Inc.

Fund III

Headquarters  -  

Date of Investment  -  

H.D. Vest Financial Services, Inc.

Fund III

Headquarters  -  

Date of Investment  -  

Kanaly Trust LTA

Fund III

Headquarters  -  

Date of Investment  -  

Leerink Partners LLC

Fund II

Headquarters  -  

Date of Investment  -  

PlanMember Financial Corporation

Fund II

Headquarters  -  

Date of Investment  -  

PowellJohnson, Inc.

Fund I

Headquarters  -  

Date of Investment  -  

Stein Roe Investment Counsel LLC

Fund I

Headquarters  -  

Date of Investment  -  

UNX, Inc.

Fund I

Headquarters  -  

Date of Investment  -  

361 Capital LLC

Fund III

Headquarters  -  Denver, Colorado

Date of Investment  -  June 2014

361 Capital manages and distributes retail liquid alternative products, including mutual funds, separately managed accounts, and hedge fund vehicles. The Company offers innovative investment strategies with superior risk-adjusted returns and investment performance that is uncorrelated with traditional asset management products. As of September 2017, the Company had over $1.5 billion of assets under management.

In 2014, Lovell Minnick Partners made a significant investment in 361 Capital.

http://www.361capital.com/

Commercial Credit Group, Inc.

Fund III

Headquarters  -  Charlotte, North Carolina

Date of Investment  -  May 2012

Commercial Credit Group is an independent specialty finance company that provides secured loans and leases for commercial and industrial equipment. The Company’s primary customers are small and mid-sized businesses in the transportation, waste management, and construction industries.

In 2012, Lovell Minnick Partners acquired Commercial Credit Group.

http://www.commercialcreditgroup.com/

Currency Capital, LLC

Fund IV

Headquarters  -  Los Angeles, California

Date of Investment  -  January 2017

Currency Capital, LLC is a leading online equipment financing exchange serving owners of small- and medium-sized companies. The firm’s online portal enables business owners to receive competitively priced loans for equipment purchases. With Currency Capital, borrowers are provided with unparalleled, instant access to financing options from hundreds of lenders with “one click,” making the entire application, selection, approval and funding process simple and transparent. Headquartered in Los Angeles, the company has offices in San Francisco and Orange County, CA, and Scottsdale, AZ.

In 2017, Lovell Minnick Partners made a significant investment in Currency Capital, LLC.

https://currencycap.com/

Engage People, Inc.

Fund IV

Headquarters  -  Toronto, Ontario

Date of Investment  -  January 2017

Engage People, Inc. is an innovative, market-leading solutions provider for the global loyalty and incentive industry. Engage products include its proprietary SaaS-based platform that manages end to end loyalty rewards, employee recognition, sales and sales channel incentive programs on a global basis. Headquartered in Toronto, the company has offices and employees in London, Rome, New York, Orlando and Sydney.

In 2017, Lovell Minnick Partners made a significant investment in Engage People.

http://www.engagepeople.com/

Foreside Financial Group

Fund IV

Headquarters  -  Portland, Maine

Date of Investment  -  May 2017

Established in 2005, Foreside delivers a range of distribution and compliance solutions to clients in the investment management industry. Foreside services open- and closed-end funds, exchange traded products, commodity pools, private placements, investment advisers and registered broker-dealers.

In 2017, Lovell Minnick Partners made a majority investment in Foreside Financial Group.

http://www.foreside.com/

Global Financial Credit

Fund IV

Headquarters  -  White Plains, New York

Date of Investment  -  April 2017

Global Financial Credit provides financing solutions to healthcare providers and individuals following personal injury events. Founded in 2002, Global is headquartered in White Plains, NY, and has operations in Charlotte, NC. Through the Global Financial, MedChex, and ChiroCapital brands, the Company provides medical lien funding and pre-settlement advances to underserved credit markets across the entire United States. The Company sources business through direct marketing and has an extensive business referral network that includes healthcare providers and law firms.

In 2017, Lovell Minnick Partners made a majority investment in Global Financial Credit.

http://www.glofin.com/

J.S. Held Holdings LLC

Fund IV

Headquarters  -  Jericho, New York

Date of Investment  -  March 2015

J.S. Held is a specialty advisory firm providing property loss consulting, dispute resolution, and construction and development services to insurance carriers, independent claims adjustors, and other clients. J.S. Held professionals have served as consultants, expert witnesses, and arbitration panelists on many of the largest and most complex property insurance claims, construction projects and disputes.

In 2015, Lovell Minnick Partners acquired a majority interest in J.S. Held.

http://jsheld.com/

Keane Holdings LLC

Fund III

Headquarters  -  New York, New York

Date of Investment  -  February 2014

Keane is the country’s leading provider of comprehensive outsourced unclaimed property solutions. Keane provides corporations, mutual funds, banks, brokerages, insurance companies, and transfer agents with a full suite of professional outsourced services, including locating account owners or beneficiaries, risk mitigation, customer communication programs, recovery of escheated assets, consulting, reporting, and other unclaimed property compliance-related services.

In 2014, Lovell Minnick Partners acquired Keane.

https://www.keaneunclaimedproperty.com/

Lincoln Investment Planning, LLC

Fund III

Headquarters  -  Wyncote, Pennsylvania

Date of Investment  -  August 2015

Lincoln Investment is a leading full-service independent broker-dealer providing investment, wealth and retirement planning services nationwide through a national network of financial advisors. Clients include corporations, school districts, universities, hospitals, other non-profits and high net worth individuals.

With headquarters in the greater Philadelphia metropolitan area, Lincoln Investment currently has more than 275 employees and over 800 financial advisors with 300 branches in 35 states. Lincoln Investment serves over 235,000 individual investors, with $24 billion in assets under administration and over $10 billion in assets under management and provides retirement plan services to employees of more than 3,000 employers nationwide.

In 2015, Lovell Minnick Partners made a minority investment in Lincoln Investment.

http://www.lincolninvestment.com/

LSQ Funding LLC

Fund IV

Headquarters  -  Orlando, Florida

Date of Investment  -  April 2015

LSQ Funding is a leading technology-enabled provider of working capital solutions to small and mid-sized businesses across a range of industries and geographies within the United States. LSQ Funding provides factoring and asset-based lending solutions and helps clients outsource the back office administration of accounts receivable management and expedite the cash conversion cycle. 

In 2015, Lovell Minnick Partners led a majority investment in LSQ Funding.

https://www.lsq.com/

Matthews International Capital Management, LLC

Fund III

Headquarters  -  San Francisco, California

Date of Investment  -  January 2011

Matthews is an investment manager that focuses exclusively on investing in Asian financial markets. The Company is the investment manager of the Matthews Asia Funds, a U.S. mutual fund complex with sixteen open-end funds. Matthews also offers its strategies through Luxembourg-domiciled offshore funds and separate accounts for select foundations and corporations. Matthews has over $30 billion in assets under management.

In 2011, Lovell Minnick Partners acquired a preferred equity interest in Matthews.

http://matthewsasia.com/portal.fs

Mercer Advisors

Fund II

Headquarters  -  Santa Barbara, California

Date of Investment  -  May 2008 (Fund II/Realized) and August 2016 (Fund III/Merger of Kanaly Trust and Mercer Advisors)

Mercer Advisors provides wealth management services which include financial planning, investment management, and retirement plan services for individuals. From offices in over 20 locations, Mercer manages over $10 billion for its high-net-worth clients.

http://www.merceradvisors.com/

Seaside National Bank & Trust

Fund II

Headquarters  -  Orlando, Florida

Date of Investment  -  November 2009

Seaside provides private banking, commercial lending, and wealth management services to clients in affluent markets across the state of Florida. The Bank focuses on relationship banking and relies on its experienced staff of client advisors to service its high-net-worth clients. Seaside has over $1 billion in total assets and operates 14 branch offices.

In 2009, Lovell Minnick Partners made a significant investment in Seaside’s holding company, Three Shores Bancorporation.

http://www.seasidebank.com/

Trea Asset Management

Fund IV

Headquarters  -  Madrid, Spain

Date of Investment  -  February 2017

Founded in 2006 and with offices in Barcelona and Madrid, Trea manages traditional mutual funds across equities, fixed income, balanced, and fund of funds primarily sold through exclusive distribution partnerships with its bank partners and directly through its own branded funds. Trea also offers a suite of alternative investment funds including private equity and credit products. As of February 2017, the company had approximately €5 billion of assets under management.

In 2017, Lovell Minnick Partners made a significant investment in Trea Asset Management.

http://www.treaam.com/en/

TriState Capital Holdings, Inc.

Fund III

Headquarters  -  Pittsburgh, Pennsylvania

Date of Investment  -  August 2012

TriState is a full service commercial and private bank that serves middle market businesses in Pennsylvania, Ohio, New Jersey, and New York, and high-net-worth individuals on a nationwide basis. The Bank does not operate a retail branch model but services its customers and sources direct lending relationships through a network of regional offices. TriState completed its initial public offering in May 2013 and is listed on the NASDAQ Global Select Market (NASDAQ: TSC). As of September 2017, TriState had $4.5 billion in assets.

In 2012, Lovell Minnick Partners made a significant investment in TriState’s holding company, TriState Capital Holdings.

http://www.tristatecapitalbank.com/

Worldwide Facilities, LLC

Fund IV

Headquarters  -  Los Angeles, California

Date of Investment  -  July 2015

Founded in 1970 and based in Los Angeles, Worldwide Facilities is one of the largest wholesale insurance brokerage companies in the U.S.  As a national wholesale broker, Worldwide Facilities places excess and surplus insurance lines on behalf of retail brokers, and their commercial insureds.  Worldwide Facilities has more than 190 employees throughout 11 offices in major metropolitan areas including Atlanta, Chicago, Hartford, Houston, Irvine, Los Angeles, New York, Orlando, Phoenix, San Francisco and Seattle.

In 2015, Lovell Minnick Partners made a significant investment in Worldwide Facilities.

http://www.wwfi.com/

ALPS Holdings Inc.

Fund I

Headquarters  -  

Date of Investment  -  

AssetMark Investment Services Inc.

Fund I

Headquarters  -  

Date of Investment  -  

Atlantic Asset Management LLC

Fund I

Headquarters  -  

Date of Investment  -  

Berkeley Capital Management LLC

Fund I

Headquarters  -  

Date of Investment  -  

Centurion Capital Group, Inc.

Fund I

Headquarters  -  

Date of Investment  -  

ClariVest Asset Management LLC

Fund II

Headquarters  -  

Date of Investment  -  

Dahlman Rose & Company, LLC

Fund III

Headquarters  -  

Date of Investment  -  

Duff & Phelps Corporation

Fund I

Headquarters  -  

Date of Investment  -  

First Allied Holdings Inc.

Fund III

Headquarters  -  

Date of Investment  -  

H.D. Vest Financial Services, Inc.

Fund III

Headquarters  -  

Date of Investment  -  

Kanaly Trust LTA

Fund III

Headquarters  -  

Date of Investment  -  

Leerink Partners LLC

Fund II

Headquarters  -  

Date of Investment  -  

PlanMember Financial Corporation

Fund II

Headquarters  -  

Date of Investment  -  

PowellJohnson, Inc.

Fund I

Headquarters  -  

Date of Investment  -  

Stein Roe Investment Counsel LLC

Fund I

Headquarters  -  

Date of Investment  -  

UNX, Inc.

Fund I

Headquarters  -  

Date of Investment  -  

All

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.