Lovell Minnick Partners Mergers and Acquisitions Summary

Private Equity Firm Profile

In the last 3 years, Lovell Minnick Partners has acquired 7 companies. It has also invested in 5 others.

Lovell Minnick Partners’ most common sectors for investment arefinancial services (73%) and business services (12%) . The Firm’s most common investment types include buyout (lbo, mbo, mbi) (46%) and growth capital (26%). In total, Lovell Minnick Partners has invested in 16 US states and 5 different countries. Its largest (disclosed) acquisition occurred in 2019 when it acquired Charles Taylor for $402M.

In the last 3 years, Lovell Minnick Partners has exited 9 companies. The Firm’s most common exit type is trade sale (29%). Lovell Minnick Partners’ largest (disclosed) exit occurred in 2015 when it sold H.D. Vest for $580M.

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M&A Summary

  • M&A Total Activity79
    • M&A Buy Activity51
    • M&A Sell Activity28
  • Total Sectors Invested 7
  • Total Countries Invested 5
  • M&A Buy/Sell Connections 22
  • M&A Advisors 20

Lovell Minnick Partners

555 E. Lancaster Avenue, Suite 510,
Radnor, Pennsylvania 19087
United States
(610) 995-9660
www.lovellminnick.com

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.


Investment Criteria

Sectors of Interest: Business Services, Financial Services, Information Technology, Insurance, Internet Software and Services, Software

Target Transaction Types: Buyout (LBO, MBO, MBI), Divestiture, Growth Capital, Recapitalization

Geographic Preferences: East US, Midwest US, South US, West US, United Kingdom, Western Europe, Eastern Europe, Scandinavia

Transaction Criteria Min Max
Target Revenue - -
Target EBITDA - -
Investment Size 40 150
Enterprise Value - -
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '17 '18 '19 '20 '21 '22 T
Buy (2.8/yr) # 37 2 7 - 3 2 51
vol $55M $402M $457M
Sell (2.0/yr) # 18 1 3 3 2 1 28
vol $1.1B $280M $1.3B
  79

Most Recent M&A

Company Date Value Type
London and Capital Group Ltd. 2022-06-09 - Stake Purchase
London, United Kingdom · www.londonandcapital.com
LSQ Group LLC 2022-04-20 - Add-on Acquisition
Orlando, Florida · www.lsq.com
STP Investment Services, Inc. 2022-03-09 - Growth Capital
West Chester, Pennsylvania · www.stpis.com
Warner Pacific Insurance Services 2021-12-01 - Buyout (LBO, MBO, MBI)
Westlake Village, California · www.warnerpacific.com
Foreside Financial Group LLC 2021-07-07 - Secondary Buyout
Portland, Michigan · www.foreside.com
Deep Pool Financial Solutions 2021-04-01 - Buyout (LBO, MBO, MBI)
Dublin, Ireland · www.deep-pool.com
Xactus 2021-03-17 - Buyout (LBO, MBO, MBI)
Broomall, Pennsylvania · www.xactus.com
361 Capital LLC 2021-01-28 - Add-on Acquisition
Denver, Colorado · www.361capital.com
Lincoln Investment Planning, Inc. 2020-10-01 - Stake Purchase
Wyncote, Pennsylvania · www.lincolninvestment.com
The Keane Organization, Inc. 2020-07-23 - Add-on Acquisition
New York, New York · www.keaneunclaimedproperty.com
View All >>

Portfolio M&A

Company Acquired Add-On/Sale Date #
Xactus 2021-03-17 Data Facts, Inc. - Lending Solutions Divisions 2021-07-08 2
Broomall, Pennsylvania · www.xactus.com Cordova, Tennessee
Charles Taylor plc 2019-09-20 LCL International Life Assurance Co. Ltd. 2020-08-25 1
London, United Kingdom · www.ctplc.com , United Kingdom · www.lcl-ila.com

M&A by Sector

Sector Current # Value All-time # Value
Financial Services 10 (50%) - 37 (73%) 55M (12%)
Business Services 3 (15%) 402M (100%) 6 (12%) 402M (88%)
Internet Software and Services 3 (15%) - 3 (6%) -
Information Technology 2 (10%) - 2 (4%) -
Information Services 1 (5%) - 1 (2%) -
Insurance - - 1 (2%) -
Software 1 (5%) - 1 (2%) -
Total 20 $402M 51 $457M

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 15 (75%) - 46 (90%) 55M (12%)
  California 3 (15%) - 13 (25%) 20M (4%)
  Pennsylvania 3 (15%) - 6 (12%) -
  Colorado 1 (5%) - 4 (8%) -
  New York - - 4 (8%) -
  Michigan 2 (10%) - 3 (6%) -
  Massachusetts 1 (5%) - 3 (6%) 35M (8%)
  North Carolina 1 (5%) - 2 (4%) -
  Texas - - 2 (4%) -
  Florida - - 2 (4%) -
  Utah 1 (5%) - 1 (2%) -
  Ohio 1 (5%) - 1 (2%) -
  New Jersey 1 (5%) - 1 (2%) -
  Kansas 1 (5%) - 1 (2%) -
  Tennessee - - 1 (2%) -
  Illinois - - 1 (2%) -
  Connecticut - - 1 (2%) -
United Kingdom 2 (10%) 402M (100%) 2 (4%) 402M (88%)
Canada 1 (5%) - 1 (2%) -
  Ontario 1 (5%) - 1 (2%) -
Spain 1 (5%) - 1 (2%) -
Ireland 1 (5%) - 1 (2%) -
Total 20 $402M 51 $457M

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) 5 (25%) - 23 (45%) 35M (8%)
Growth Capital 6 (30%) - 13 (25%) -
Divestiture 2 (10%) - 4 (8%) -
Secondary Buyout 3 (15%) - 4 (8%) -
Stake Purchase 3 (15%) - 4 (8%) -
Recapitalization - - 2 (4%) 20M (4%)
Going Private 1 (5%) 402M (100%) 1 (2%) 402M (88%)
Total 20 $402M 51 $457M

Exits by Deal Type

Type Total # Value
Trade Sale - Public Company 11 (39%) 1.3B (100%)
Secondary Sale 7 (25%) -
Trade Sale 4 (14%) -
IPO 2 (7%) -
Sold to Management 2 (7%) -
Merger 1 (4%) -
Stake Sale 1 (4%) -
Total 28 $1.3B

Top M&A Advisors

Financial Deals
Keefe, Bruyette, & Woods, Inc.
2
Sandler O'Neill + Partners LP
1
Raymond James - Investment Banking
1
Legal Deals
Morgan, Lewis & Bockius LLP
6
Kirkland & Ellis LLP
2
McGuireWoods LLP
1

Deal Values

buy # Total
$100M to $1B 1 $402M
< $100M 2 $55M
TOTAL $457M
Largest Charles Taylor plc
$402M (2019-09-20)
sell # Total
$100M to $1B 4 $1.3B
TOTAL $1.3B
Largest H.D. Vest, Inc. (dba H.D. Vest Financial Services)
$580M (2015-10-14)

M&A Connections

Deals
Acquired from
Investor(s)
8%
4 (8%)
Strategic(s)
8%
4 (8%)
Exited to
Investor(s)
21%
6 (21%)
Strategic(s)
32%
9 (32%)

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