M&A Deal Summary |
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|---|---|
| Date | 2023-10-05 |
| Target | S&S Health |
| Sector | Insurance |
| Buyer(s) | Lovell Minnick Partners |
| Deal Type | Buyout (LBO, MBO, MBI) |
| Advisor(s) | Waller Helms Advisors (Financial) Baker Donelson (Legal) |
SEARCH BY
| 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 | 55 of 58 |
| Sector: Insurance M&A | 2 of 2 |
| Type: Buyout (LBO, MBO, MBI) M&A Deals | 24 of 26 |
| State: Ohio M&A | 2 of 3 |
| Country: United States M&A | 49 of 52 |
| Year: 2023 M&A | 3 of 4 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2023-09-19 |
Net at Work
New York City, New York, United States Net at Work is a managed IT services provider with expertise in managing mission critical software applications, IT services, and cloud hosting requirements for small to medium businesses across a diverse set of industries. The Company provides a range of IT solutions across five main categories ERP / Accounting, CRM / Marketing, HR Solutions, IT Managed Services and Cloud Services. Net at Work was founded in 1996 and is based in New York City, New York. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2023-10-19 |
ACU-Serve
Akron, Ohio, United States ACU-Serve delivers billing solutions to HME (Home Medical Equipment) providers, giving them the freedom to grow their business while collecting more, faster. ACU-Serve has helped HME businesses cut through the complexity of an ever-transitioning billing process while becoming a trusted partner for continued growth. Clients routinely show faster collections, higher revenue and dramatically reduced management and staffing problems. ACU-Serve was founded in 1993 and is based in Akron, Ohio. |
Buy | - |
