Investment Summary

Exits StoneRidge Investment Partners

On May 1, 2007, invested in financial services company StoneRidge Investment Partners from Lovell Minnick Partners

Investment Highlights
  • This is transaction in the Financial Services sector.
  • This is transaction in the United States.
  • This is transaction in Pennsylvania.

Investment Summary

Date 2007-05-01
Target StoneRidge Investment Partners
Sector Financial Services
Sellers(s) Lovell Minnick Partners
Deal Type Secondary Sale

Target

StoneRidge Investment Partners

Malvern, Pennsylvania, United States
website
StoneRidge Investment Partners, LLC is a Malvern, PA based equity investment manager for institutional and mutual fund clients.

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Seller(S) 1

SELLER
DESCRIPTION

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 8 of 29
Sector (Financial Services) 8 of 24
Type (Secondary Sale) 1 of 2
State (Pennsylvania) 1 of 3
Country (United States) 8 of 29
Year (2007) 2 of 3
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2007-05-01 Arrowstreet Capital

Boston, Massachusetts, United States

Arrowstreet Capital LP is a Cambridge, MA based investment management firm that provides quantitative investment strategies. Investment products include global, international and emerging markets equities.

Sell -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2007-07-23 Leerink Swann

Boston, Massachusetts, United States

Leerink Swann LLC is an investment bank, specializing in healthcare and life sciences. Our knowledge, experience, and focus enable us to help our clients define and achieve their strategic, capital markets and investment objectives. We partner with companies that develop and commercialize innovative products and services that are defining the future of healthcare. Leerink Partners LLC is a member of FINRA/SIPC.

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