Lovell Minnick — Full Portfolio

ACU-Serve provides revenue cycle management services and workflow software for healthcare providers, focusing on increasing clean claims and speeding up payments.

HealthtechSaaS

SS&C ALPS Advisors offers exchange-traded funds giving investors exposure to real assets and thematic strategies, including electrification and grid infrastructure, commodities, and equal-weighted equity funds.

EnergyFintech

AssetMark provides a third-party asset management platform for independent financial advisors, offering wealth management technology, curated investment portfolios, retirement services, and back-office and consulting support.

Enterprise SoftwareFintechSaaSConcord, US

Charles Goldman(Manager)

Co-investorsGenstar

CenterSquare is an investment management firm focused on real estate and infrastructure, working to strengthen client portfolios through disciplined investment decision-making.

FintechPropTech

Commercial Credit Group (CCG) provides equipment financing and working capital to businesses in the construction, manufacturing, transportation, and waste industries.

Fintech

Co-investorsFalfurrias

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

Co-investorsFreeman Spogli

Governance, risk, and compliance (GRC) platform.

Co-investorsParthenon

Inside Real Estate builds technology products for real estate brands and brokerages, aimed at supporting business growth.

PropTechSaaS

Co-investorsAmbina PartnersGenstar

Diversified specialty advisory firm that evolved beyond property loss services.

Co-investorsKelso

New York, US

Michael O'Donnell(Executive Officer, Director)Robert Belke(Executive Officer, Director)Michael Dura(Director)James Minnick(Director)

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

oneZero builds multi-asset class enterprise trading technology, providing execution, distribution, and analytics solutions for financial institutions and brokers competing in global markets.

Enterprise SoftwareFintechSaaS

Pathstone is an independent wealth management and family office firm serving ultra-high-net-worth families, endowments, and foundations.

Fintech

Co-investorsKelso

Co-investorsParthenon

SRS Acquiom provides shareholder representation, M&A payment administration, shareholder solicitation, and loan agency services for private-target mergers and acquisitions and loan transactions.

Enterprise SoftwareFintechLegalTechDenver, US

Mark B. Vogel(Manager and Founder)Paul W. Koenig(Manager and Founder)Paul Koenig(Chief Executive Officer)Lon LeClair(President and Chief Operating Officer)Bill Shepherd(Chief Financial Officer)Nicole Callahan(Chief Marketing Officer)

Co-investorsRevolution

BluePrint is an investment operations and fund administration platform that consolidates fragmented data into a single interface for reporting, analytics, and workflow management.

Enterprise SoftwareFintechSaaSWest Chester, US

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

Xactus provides verification solutions for the mortgage and financial services industry through Xactus360, a data-driven Intelligent Verification Platform that automates verification workflows and integrates with LOS, POS, and servicing systems.

FintechPropTechSaaSPhiladelphia, US

Michael Crockett(Chief Operating Officer)Thomas Lloyd(Chief Strategy Officer)