M&A Deal Summary

Lovell Minnick Partners Acquires Charles Taylor

On September 20, 2019, private equity firm Lovell Minnick Partners acquired business services company Charles Taylor for 261M GBP

Acquisition Highlights
  • This is Lovell Minnick Partners’ 5th transaction in the Business Services sector.
  • This is Lovell Minnick Partners’ largest (disclosed) transaction.
  • This is Lovell Minnick Partners’ 1st transaction in the United Kingdom.

M&A Deal Summary
Date 2019-09-20
Target Charles Taylor
Sector Business Services
Buyer(s) Lovell Minnick Partners
Deal Type Going Private
Deal Value 261M GBP
Advisor(s) Edmond de Rothschild Corporate Finance (Financial)
Davis Polk & Wardwell (Legal)

Target

Charles Taylor

London, United Kingdom
Charles Taylor is an international provider of professional services and technology solutions to the global insurance market, providing loss adjusting, claims management, insurance management, and insurance technology. Charles Taylor was founded in 1996 and is based in London, United Kingdom.

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Buyer(S) 1

Buyer

Lovell Minnick Partners

Investor Investor Investor Investor Investor

Category Private Equity Firm
Founded 1999
PE ASSETS 3.3B USD
Size Large
Type Sector Agnostic
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 43 of 55
Sector (Business Services) 5 of 8
Type (Going Private) 1 of 1
Country (United Kingdom) 1 of 2
Year (2019) 4 of 7
Size (of disclosed) 1 of 3
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2019-08-23 Inside Real Estate

Salt Lake City, Utah, United States

Inside Real Estate provides residential real estate brokers and agents with a cloud-based software platform and marketing solution to help brokers intelligently engage prospective home buyers and sellers, dramatically simplify the buying and selling processes and uses analytics to identify specific actions for improving performance. Inside Real Estate is based in Salt Lake City, Utah.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2019-10-14 Billhighway

Troy, Michigan, United States

Billhighway is a provider of integrated software and payment solutions to membership-based organizations. The company provides SaaS-based accounting and transaction processing services to MBOs such as fraternities, sororities, unions, and associations. Billhighway was founded in 1999 and is based in Troy, Michigan.

Buy -
Mergr

Product

Company

Legal