Organization · Private Equity

Lovell Minnick Partners LLC

Lovell Minnick Partners LLC is a private equity firm based in Philadelphia, Los Angeles, and New York, focusing on growth-oriented investments in middle-market companies within the financial services and technology sectors.

Private EquityFunder

Overview

What Lovell Minnick Partners LLC does

What Lovell Minnick Partners LLC is

Lovell Minnick Partners LLC is a private equity firm based in Philadelphia, Los Angeles, and New York, focusing on growth-oriented investments in middle-market companies within the financial services and technology sectors.

How it participates in the startup ecosystem

The current public profile supports funder capabilities. Each capability below is shown separately so organization identity and role-specific information do not get conflated.

Operational profile

Organization status and context

Organization status describes the entity itself. Funding and program availability appear within the relevant capability profile.

Operational status
Active
Organization type
Private Equity
Founded
Founded in 1999
Approximate age
About 27 years
Structured capabilities
Funder
Last reviewed
March 4, 2026

Official channels

Find Lovell Minnick Partners LLC elsewhere

Open the official website or a supported primary organization account.

Capability profile

Lovell Minnick Partners LLC as a funder

Investment thesis

LMP specializes in investing in growth-oriented, middle-market companies primarily in financial services and technology sectors. The firm partners with management teams to drive organic growth and strategic acquisitions.

Focus narrative

LMP specializes in sectors including wealth management, insurance brokerage, insurtech, product distribution, compliance, fund services, specialty consulting, outsourced services, financial software, data and analytics, and payments. The firm targets equity investments generally between $40 million and $150 million, but can pursue larger investments with co-investors. LMP seeks to partner with management teams to drive organic growth and strategic acquisitions, focusing on companies in the Americas and Europe.

Terms and economics

Typical check
$40,000,000–$150,000,000

Availability

Currently deploying
Not published

Portfolio and track record

Recorded portfolio count
55

Portfolio context

LMP's portfolio includes notable companies such as ACU-Serve, a business services company for post-acute healthcare providers; Americana Partners, an independent wealth advisory firm; ATTOM Data Solutions, a provider of real estate data; Broadstone, a UK financial services consultancy; CenterSquare Investment Management, a global investment manager; Charles Taylor, a provider of professional services to the insurance market; and Cohen & Co Advisory LLC, a tax and accounting firm.

Connected ecosystem

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Common questions

What to know about Lovell Minnick Partners LLC

Upseed classifies Lovell Minnick Partners LLC under the Private Equity organization type. Its current public profile includes funder capabilities.

Next step

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Source and update disclosure

Know what this page is based on

Source basis

Public organization and program material, official websites, and structured Upseed records.

Last reviewed

March 4, 2026

Known limits

Capability profiles appear only when a structured public profile also contains decision-useful role evidence. Terms and availability can change.

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