PE  Lovell Minnick Partners

http://www.lovellminnick.com





     Office Locations:

215 Manhattan Beach Boulevard, 2nd Floor
Manhattan Beach, CA 90266
Phone: 310-414-6160

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Stages:

  • Middle Market


 

Industries:

  • Business Services
  • Financial Services

  •  

    Description:

    Organized in 2004, Lovell Minnick Partners is the successor to, and continuation of, the private equity business of Putnam Lovell Capital Partners, affiliate of the National Bank of Canada. From offices in Los Angeles, Philadelphia, and New York, Lovell Minnick Partners sponsors and manages private equity partnerships of qualified private and institutional investors totaling more than $850 million. The Fund is focused on investments in the global financial services sector with an emphasis on the North American market. The Fund has a particular interest in areas such as asset management, financial product distribution, securities brokerage, banks, specialty finance and related business services. Lovell Minnick Partners typically makes equity investments between $40 and $150 million in each portfolio company. Since inception in 1999, the firm has raised over $4.87 billion of committed capital, invested in over 50 companies and completed over 175 add-on acquisitions.



    Investment Firm Key

       VC = Venture Capital
       PE = Private Equity
       A = Angel
       I = Incubator
       MB = Merchant Bank
       VD = Venture Debt
       FI = Family Investment Office
       FOF = Fund of Funds
       ED = Economic Development Office   
       TT = Technology Transfer Office
       CVC = Corporate Venture Capital
       SEC = Secondary Purchaser
       HF = Hedge Fund/Mutual Fund
       
       
       
    COMPANY STAGEREVENUE
    Venture Capital
    Seed Stage
    (includes "pre-seed," or
    concept stage)
    No Revenue
    Early StageMinimal
    Revenue
    Growth Stage
    (also called Mid-stage)
    $2M-$7M
    Expansion Stage
    (also called Late-stage)
    $7M and greater
    Private Equity
    Lower Middle Market$10M-$249M
    Middle Market$250M-$499M
    Upper Middle Market$500M-$1B
    Large Cap>$1B
       
       
     

    Investment Team:


    Name   Title
    Get the complete investment team + individual email addresses for investment team partners. Get personal images, LinkedIn links, investment specialties, office locations and more with a National Database subscription or New York Database subscription.
    Alan F. Warrick Advisory Council Member
    Brad Armstrong Partner
    Heinz J. Hockmann Ph.D. Advisory Council Member
    Irene Hong Edwards Partner, Head of Investor Relations
    James E. Minnick Co-Founder, Advisory Council Member

     

    Portfolio companies include:


      ATTOM Data Solutions


      Charles Taylor


      LSQ Funding


      oneZero


      Pathstone


      S&S Health


      STP Investment
        web link


      Warner Pacific


      Xactus


     

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