Investment Summary

Lovell Minnick Partners and Golden Gate Capital Invest In OneZero

On June 25, 2019, private equity firms Lovell Minnick Partners and Golden Gate Capital invested in financial services company OneZero

Investment Highlights
  • This is Lovell Minnick Partners’ 33rd and Golden Gate Capital’s 7th transaction in the Financial Services sector.
  • This is Lovell Minnick Partners’ 39th and Golden Gate Capital’s 87th transaction in the United States.
  • This is Lovell Minnick Partners’ 3rd and Golden Gate Capital’s 5th transaction in Massachusetts.

Investment Summary
Date 2019-06-25
Target OneZero
Sector Financial Services
Investor(s) Lovell Minnick Partners
Golden Gate Capital
Deal Type Growth Capital
Advisor(s) Broadhaven Capital Partners LLC (Financial)
Gunderson Dettmer (Legal)

Target

OneZero

Somerville, Massachusetts, United States
OneZero empowers institutional and retail broker-dealers and market makers with the trading technology required to compete effectively across the global foreign exchange, commodities, crypto-currency and futures markets. OneZero was founded in 2009 and is based in Somerville, Massachusetts.

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Investor(S) 2

Investor

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 41 of 55
Sector (Financial Services) 33 of 37
Type (Growth Capital) 10 of 14
State (Massachusetts) 3 of 3
Country (United States) 39 of 50
Year (2019) 2 of 7
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2019-05-20 J.S. Held

Jericho, New York, United States

J.S. Held is a provider of specialized consulting services to address complex and high-value insurance claims and construction-related matters. J.S. Held was founded in 1974 and is based in Jericho, New York.

Sell -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2019-08-07 Worldwide Facilities

Los Angeles, California, United States

Worldwide Facilities LLC is a national wholesale insurance broker, managing general agent, and program manager. Worldwide Facilities brokers and underwriters are industry leaders providing expertise in a wide range of specialty lines, as well as extensive contacts with carriers domestically and overseas. Worldwide Facilities was founded in 1970 and is based in Los Angeles, California.

Sell -
Investor

Golden Gate Capital

San Francisco, California, United States

Investor Investor Investor Investor Investor

Category Private Equity Firm
Founded 2000
PE ASSETS 19.0B USD
Size Mega
Type Sector Agnostic
DESCRIPTION

Golden Gate Capital is a large private equity firm focused on buyout and growth equity investments across a wide variety of industries. The Firm partners with management teams to make equity investments in situations where there is a demonstrable opportunity to significantly enhance a company's value. Sectors of interest include software and IT services, semiconductors, electronics, consumer products and retail, financial services, business services, and media. Prospective transaction types include public-to-privates, corporate extractions, bankruptcy auctions, and recapitalizations. Golden Gate Capital was formed in 2000 and is based in San Francisco, California.

DEAL STATS #
Overall 98 of 112
Sector (Financial Services) 7 of 7
Type (Growth Capital) 6 of 9
State (Massachusetts) 5 of 5
Country (United States) 87 of 100
Year (2019) 1 of 3
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2019-06-03 Green Street

Newport Beach, California, United States

Green Street is an independent research, analytics, trading, and consulting firm to the commercial real estate market in North American and Europe. Green Street was founded in 1985 and is based in Newport Beach, California.

Sell -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2019-09-25 Invo Healthcare

Tampa, Pennsylvania, United States

Invo HealthCare is a provider of outsourced clinical services for special needs children in 23 states. It operates through two divisions that serve the needs of preschool children (3-5) and school age children (K-12). In addition Invo’s early intervention division provides service delivery to children from birth to 3 years. Invo Healthcare was founded in 1993 and is based in Tampa, Pennsylvania.

Buy -
Mergr

Product

Company

Legal