Investment Summary |
|
|---|---|
| Date | 2006-10-01 |
| Target | AssetMark Investment Services |
| Sector | Financial Services |
| Sellers(s) | Lovell Minnick Partners |
| Deal Type | Trade Sale - Public Company |
| Deal Value | 230M USD |
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| Category | Private Equity Firm |
|---|---|
| Founded | 1999 |
| PE ASSETS | 3.3B USD |
| Size | Large |
| Type | Sector Agnostic |
Lovell Minnick Partners is a private equity firm that targets investments in financial services companies located in North America and Europe. Specific areas of interest include asset management, financial planning, financial product distribution, outsource providers, specialty finance, and related administration and business services companies. The Firm looks to commit $40 to $150 million of equity capital per investment. Prospective transaction situations include divestitures, management buyouts, growth capital financings, and recapitalizations. Lovell Minnick was formed in 1999 and is headquartered in Radnor, Pennsylvania.
| DEAL STATS | # |
|---|---|
| Overall | 6 of 29 |
| Sector (Financial Services) | 6 of 24 |
| Type (Trade Sale - Public Company) | 4 of 9 |
| State (California) | 4 of 7 |
| Country (United States) | 6 of 29 |
| Year (2006) | 1 of 1 |
| Size (of disclosed) | 4 of 4 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2006-03-01 |
ClariVest Asset Management
San Diego, California, United States ClariVest Asset Management LLC is a San Diego-based institutionally-focused asset management firm that blends a quantitative approach of bottom-up stock selection with economically intuitive criteria and a robust portfolio construction method to manage US, international, and global stock portfolios. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2006-11-21 |
PlanMember Financial
Carpinteria, California, United States PlanMember Financial Corp. is a provider of broker/dealer, investment advisory, and administrative services. |
Buy | $20M |
