Investment Summary |
|
|---|---|
| Date | 2002-04-22 |
| Target | UNX |
| Sector | Financial Services |
| Sellers(s) | Lovell Minnick Partners |
| Deal Type | Trade Sale |
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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 | 3 of 29 |
| Sector (Financial Services) | 3 of 24 |
| Type (Trade Sale) | 2 of 3 |
| State (California) | 3 of 7 |
| Country (United States) | 3 of 29 |
| Year (2002) | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2001-11-01 |
Van Deventer & Hoch
Glendale, California, United States Van Deventer & Hoch, now Mellon Private Asset Management, was a California based private wealth management firm. The company aimed to provide superior investment performance, highly personalized service, and accurate and timely accounting for its clients. |
Sell | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2003-01-01 |
Atlantic Asset Management
Stamford, Connecticut, United States Atlantic Asset Management LLC, is a Stamford, CT based registered investment advisor providing a variety of core and specialized fixed income strategies for a diverse institutional client base. |
Buy | - |
