PE  Lovell Minnick Partners

     Office Locations:

The Plaza at Continental Park
2141 Rosecrans Avenue, Suite 5150
El Segundo, CA 90245
Phone: 310-414-6160

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  • Middle Market



  • Business Services
  • Financial Services



    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 and Philadelphia, 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 $20 and $100 million in each portfolio company.

    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
    Venture Capital
    Seed Stage
    (includes "pre-seed," or
    concept stage)
    No Revenue
    Early StageMinimal
    Growth Stage
    (also called Mid-stage)
    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 Southern California Database subscription.
    Alan F. Warrick Senior Advisor
    Diane P. Satorius Controller
    Heinz J. Hockmann Ph.D. Senior Advisor
    James E. Minnick President/Managing Director
    Jeffrey D. Lovell Chairman/Managing Director


    Portfolio companies include:

      361 Capital
        web link

      ALPS Holdings
        web link

      ClariVest Asset Management
        web link

      Commercial Credit Group
        web link

      Dalhman Rose
        web link

      Duff & Phelps
        web link

      First Allied
        web link

      HD Vest
        web link

      Kanaly Trust
        web link

      Leerink Swann
        web link

        web link

      Mercer Advisors
        web link

      PlanMember Financial
        web link

      Seaside National Bank & Trust
        web link

      TriState Capital
        web link

        web link


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