M&A Deal Summary |
|
|---|---|
| Date | 2025-09-29 |
| Target | Merchant Industry |
| Sector | Financial Services |
| Buyer(s) | Lovell Minnick Partners |
| Deal Type | Buyout (LBO, MBO, MBI) |
| Advisor(s) | MAPP Advisors (Financial) Vedder Price (Legal) |
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| Category | Private Equity Firm |
|---|---|
| Founded | 1999 |
| PE ASSETS | 5.0B USD |
| Size | Mega |
| 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 | 57 of 58 |
| Sector: Financial Services M&A | 38 of 39 |
| Type: Buyout (LBO, MBO, MBI) M&A Deals | 26 of 26 |
| State: New York M&A | 6 of 7 |
| Country: United States M&A | 51 of 52 |
| Year: 2025 M&A | 1 of 2 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2024-03-01 |
Trea
Madrid, Spain Trea manages traditional mutual funds across equities, fixed income, balanced, and fund of funds primarily sold through exclusive distribution partnerships with its bank partners and directly through its own branded funds. Trea is based in Madrid, Spain. |
Sell | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2025-10-01 |
Valor PayTech
Jericho, New York, United States Valor PayTech offers a full suite of payment solutions, including smart terminals and secure transaction processing, built to support the evolving needs of commerce. Valor PayTech was founded in 2020 and is based in Jericho, New York. |
Buy | - |
