Buyout PE
Lovell Minnick Partners LLC
Lovell Minnick Partners LLC acquires controlling stakes in established, profitable businesses, from United States. It states a focus on software & internet, financial services and business & professional services.
Stated investment criteria
What Lovell Minnick Partners LLC says it buys
Read from Lovell Minnick Partners LLC’s own website in August 2026. This is what the firm says it buys, not what anyone has recorded it buying, and figures are shown in the currency the firm itself used - nothing here is converted. Every line links to the page it was read from.
A stated mandate is a firm’s description of itself and was true of the page on the day it was read; firms widen and narrow what they will look at without updating the site. The team figure counts the people the firm shows on one team page, so it is a floor rather than a headcount: firms that split their team across tabs or load it in pages will read low. Nothing here is a commitment by Lovell Minnick Partners LLC to consider any particular business, and nothing on this page is represented as being for sale.
Regulatory record
How Lovell Minnick Partners LLC is registered
From this firm's Form ADV, the annual filing every registered and exempt investment adviser makes to the SEC.
| Adviser status | SEC registered |
| Regulatory assets under management | $5.2bn |
| Employees | 33 |
| Private funds advised | 38 · $6.0bn gross |
| SEC adviser number | CRD 156494 |
Recorded transactions
Buying and selling
Deals in which Lovell Minnick Partners LLC is named as buyer or seller in the transaction archive. 2 recorded exits, most recently in 2018. 1 recorded acquisition.
| Company | Side | Counterparty | Year | Consideration |
|---|---|---|---|---|
| Charles Taylor | Bought | — | 2019 | $402m |
| Leerink Swann LLC | Sold | SVB | 2018 | $280m |
| H.D. Vest | Sold | Avantax | 2015 | $580m |
Compiled from a transaction archive of 10,204 recorded deals. Most private transactions are never disclosed, so this is a sample of a firm’s activity rather than a complete record of it.
Valuation context
Transaction values in Software & Internet
What companies have actually sold for in software & internet, across 2,672 recorded transactions.
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