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Lovell Minnick

Private equity

Radnor · Growth · 71 people tracked

Also known as Lovell Minnick Partners Llc

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Investment thesis

Lovell Minnick targets high-growth opportunities in financial services, business services, and related technology. The firm looks for businesses operating in large, high-growth, highly fragmented, founder-heavy markets that provide mission-critical B2B services and technology. It favors companies with proven operating models, strong market positioning, $5M-$30M of EBITDA, strong organic revenue growth, and recurring or highly predictable revenue. Example focus subsectors include legal tech and services, accounting, capital markets technology, specialty consulting, outsourced asset management compliance, real estate and mortgage technology and services, employee benefits and healthcare administration, payments, wealth management, and insurance distribution. The firm applies a value creation playbook supported by 30+ experienced advisors.

Source: firm website, verified Aug 6, 2026.

Stage
Growth
HQ
Radnor, PA, US
Instruments
Equity
AUM
$6B
Tracked investments
62

Team · 71 people

from the firm's website
James Minnick· Co-Founder
Jeffrey Lovell· Co-Founder, Chairman
Jennings Newcom· Co-Founder
Brad Armstrong· Partner
Irene Hong Edwards· Partner, Head of Investor Relations
Jason Barg· Partner
Robert Belke· Managing Partner
Scott Shebelsky· Partner, Chief Financial Officer
Spencer Hoffman· Partner
Steven Pierson· Managing Partner
Timothy Rampe· Partner, General Counsel
Trevor Rich· Partner
Alexander Lovell· Principal
J.P. Marquess· Principal
Jason Klein· Principal
Roumi Zlateva· Principal, Head of Capital Markets
Spencer Hurst· Principal
Tom Hutchins· Principal
Alan Warrick· Advisor, Value Creation Team
Andrew Ralich· Advisor, Value Creation Team
Andrew Ramos· Advisor, Value Creation Team
Bill Lucas· Vice President
Bill Neuman· Advisor, Value Creation Team
Brenda Cline· Advisor, Value Creation Team
Brent McCarty· Advisor, Value Creation Team
Brian Taylor· Advisor, Value Creation Team
Chris Barbee· Advisor, Value Creation Team
Christian Burmeister· Vice President
Cody Isdaner· Chief Compliance Officer & Counsel
Don Weinstein· Advisor, Value Creation Team
Emily Waver· Director of Administration
Greg Cohen· Advisor, Value Creation Team
Heinz Hockmann Ph.D.· Advisor, Value Creation Team
Jesse Johnson· Advisor, Value Creation Team
Joan Binstock· Advisor, Value Creation Team
John Mathew· Vice President of Value Creation
Jonathan Granowitz· Senior Associate
Joseph Velli· Advisor, Value Creation Team
Katelyn Focella· Investor Relations Senior Associate
Katie McCoy· Executive Assistant
Kayla McGrail· Accounting Manager
Mark Adelman· Vice President of Operations
Mark Gerber· Advisor, Value Creation Team
Marshall Lux· Advisor, Value Creation Team
Mary Donahue· Office Manager
Matt Friday· Associate
Mia Horne· Associate
Michael Diehl· Associate
Ned Stringham· Advisor, Value Creation Team
Nick Rutkowski· Senior Associate
Padman Perumal· Advisor, Value Creation Team
Paul Mattson· Vice President of Finance
Philip Vasan· Advisor, Value Creation Team
Richard Fuchs· Advisor, Value Creation Team
Rob Peachey· Controller
Robert Orefice· Advisor, Value Creation Team
Ron Austin· Advisor, Value Creation Team
Ron Garrow· Advisor, Value Creation Team
Ronald Cordes· Advisor, Value Creation Team
Ryan Sachs· Associate
Sam Hooker· Senior Associate
Scott Bagwell· Advisor, Value Creation Team
Scott Heberton· Advisor, Value Creation Team
Stefanie Shelley· Advisor, Value Creation Team
Stefi Topi· Investor Relations & ESG Analyst
Steve Braverman· Advisor, Value Creation Team
Steve Grenfell· Advisor, Value Creation Team
Steve Ozonian· Advisor, Value Creation Team
Tali Papadakos· Administrative Assistant
Valerie Soranno Keating· Advisor, Value Creation Team
Vinay Trambadia· Operations Associate

Investments · 62 tracked

founders shown can be your intro path
361 Capital
ACU-Serve
AKAM
ALPS Holdings
Americana Partners
AssetMark
Atlantic Asset Management
ATTOM
Beacon Global Strategies
Berkeley Capital Management
Broadstone
CenterSquare
Centurion Capital Group
Charles Taylor
ClariVest Asset Management
Cohen & Co
Commercial Credit Group
Complex Coverage, Inc.

Huntington, New York-based managing general agency providing specialty property and casualty insurance solutions in homeowners and personal lines; acquired by Newport Specialty Partners.

Currency Capital
Dahlman Rose & Company
Deep Pool Financial Solutions
Definiti
Duff & Phelps
Engage
Engage People
First Allied
Foreside

Governance, risk, and compliance (GRC) platform.

Fortis
Hd Vest
Inside Real Estate
Js Held

Diversified specialty advisory firm that evolved beyond property loss services.

Kanaly Trust
Keane Holdings
Leerink Partners
Lincoln Investment
LSQ
Matthews Asia
Mercer Advisors
National Auto Care
Net At Work
Newport Specialty Partners

Specialty insurance distribution platform building and supporting managing general agencies and program administrators across the P&C market, backed by Lovell Minnick.

oneZero
Pathstonepathstone.comin
PlanMember
PowellJohnson
re:Members
Reflect Health
Seaside National Bank & Trust
SRS Acquiomacquired by Lovell Minnick Partners

Acquired by Lovell Minnick Partners

Stein Roe Investment Counsel
STP Investment Services

West Chester, US

MICHELLE GIARDINO(Executive Officer)KEITH BRADLEY(Executive Officer)PATRICK W. MURRAY(Executive Officer, Director)CHRISTOPHER SALLEMI(Executive Officer)

Suede
The Trio Solution
Tortoise Capital
Trea Asset Management
TriState Capital
UNX
W1M
Warner Pacific
Warner Pacific Insurance Services

Fund performance · per public LP disclosures

as of Jun 2025
FundVintageCommittedNet IRRTVPIDPI
Lovell Minnick Equity Partners VI, L.P.LPs: New Mexico Educational Retirement Board20247.9%1.06x0.01x

Source: public limited-partner disclosures (CalPERS, CalSTRS). Net IRR / TVPI / DPI as reported by the limited partner; a fund's early-year IRR is an interim estimate (J-curve).

Frequently asked questions

What stage does Lovell Minnick invest at?
Lovell Minnick invests at the Growth stage.
What sectors does Lovell Minnick focus on?
Lovell Minnick focuses on Enterprise Software, Fintech, InsurTech, LegalTech, PropTech, SaaS.
Where is Lovell Minnick located?
Lovell Minnick is headquartered in Radnor, US.

Images

Lovell Minnick photoLovell Minnick photo

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