M&A Deal Summary |
|
|---|---|
| Date | 2021-12-01 |
| Target | Warner Pacific Insurance Services |
| Sector | Business Services |
| Buyer(s) | Lovell Minnick Partners |
| Deal Type | Buyout (LBO, MBO, MBI) |
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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 | 50 of 58 |
| Sector: Business Services M&A | 7 of 9 |
| Type: Buyout (LBO, MBO, MBI) M&A Deals | 23 of 26 |
| State: California M&A | 13 of 13 |
| Country: United States M&A | 45 of 52 |
| Year: 2021 M&A | 4 of 4 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2021-07-07 |
Foreside
Portland, Michigan, United States Foreside is a provider of regulatory compliance and distribution solutions to clients in the investment management industry. The Company delivers outsourced services to investment advisers and broker-dealers, including the financial products they manage or distribute. Foreside was formed in 20005 and is based in Portland, Michigan. |
Sell | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2022-03-09 |
STP Investment Services
West Chester, Pennsylvania, United States STP Investment Services is a technology-enabled services company that provides front, middle, and back-office solutions to investment managers, funds, family offices, wealth managers, and plan sponsors providing the service, software, expertise, and confidence needed to focus on their core business objectives. STP provides a broad range of services and SaaS offerings for the financial services industry with capabilities to process all asset classes and meet ever-evolving business requirements. STP Investment Services was founded in 2008 and is based in West Chester, Pennsylvania. |
Buy | - |
