Lovell Minnick Partners LLC

Last week, we gathered for another Lunch & Learn series, this time on Continuation Vehicles—what they are, why they matter, and how the landscape is evolving. Huge thanks to Joy Savchenko at Evercore for sharing her expertise and helping us unpack one of the most talked-about topics in Private Equity right now. This is just the start. We’re planning more Lunch & Learns on timely, relevant topics across the PE ecosystem.  Stay tuned for invites—and bring your appetite for insight.

Exciting update from portfolio company Warner Pacific Insurance Services who recently announced its acquisition of Black, Gould & Associates Inc., a full-service general agency that offers complete back-office services to agents and brokers. This marks Warner Pacific’s seventh acquisition over the past year and further expands the Company’s presence across the Southwest. Read more below.

Congratulations to portfolio company London & Capital Wealth Management who recently announced a rebrand to “W1M” following its merger with company Waverton Investment Management last year. Click below to read more. 

Today, Irene Hong Edwards, took the stage at the PEI conference to discuss Objective-Driven AGMs, sparking a dynamic conversation on how GPs and LPs can maximize value from these critical meetings. The panel was filled with insightful perspectives, interactive discussions, and actionable takeaways. A huge thank you to PEI for hosting such a productive session and to everyone who participated—we’re always inspired by the exchange of ideas that push our industry forward! Check out some highlights from the event below.  #PrivateEquity #AGMs #Leadership #PEIConference

We are excited to announce that we have made an additional investment in portfolio company Fortis, a payments technology leader for software providers, ERP customers, and scaling businesses, alongside Audax Private Equity. Trevor Rich, Partner at LMP said: “We’re pleased to offer both financial and operational support to advance the company’s mission of offering an unparalleled, holistic commerce experience to its customers.”   Spencer Hurst, Principal at LMP said: “We’re looking forward to continuing to support the company as they build on this momentum and partnering with the Audax team to shape the future of embedded commerce.” To learn more about how our additional capital will enable Fortis to continue to drive innovation and operational excellence, enhance its product and service offerings, accelerate its M&A growth strategy, and scale infrastructure to meet the evolving needs of businesses, click the link below. https://lnkd.in/eCFnuvSp

Congratulations to portfolio company Cohen & Co who recently announced its strategic acquisition of Tassi and Company! This acquisition marks the expansion of Cohen & Company’s presence in Chicago, along with the company’s national real estate offering. Click below to read more.

Partner Brad Armstrong recently spoke with Shiv Narayanan on How To SaaS’s Private Equity Value Creation Podcast to discuss LMP’s strategic approach to value creation, and how we utilize our experienced Advisory Council and operating partner bench to support portfolio companies by leveraging their expertise to help navigate the evolving landscape of financial services, financial technology, and business services. “We want to weaponize our value creation team because it’s a key part of the pitch... Our firm’s heritage was born out of founders who were operators, we’ve always had this operating-heavy mindset as investors and have the willingness to work collaboratively with our teams and roll up our sleeves.”   To listen to the full podcast episode, click the link below. https://lnkd.in/eFYVTCX7

Last week’s Friends with LMP lunch was a fantastic success! The conversation was incredibly engaging, and we had a great time connecting with industry leaders and peers. Moderated by LMP Partner Brad Armstrong, the session covered everything from financial strategies to retirement planning – a truly valuable discussion for all in attendance. A special thank you to our amazing panelists, Jeffrey Scheer, CFA, Executive Managing Director at LMP portfolio company Pathstone and Marine Eugene, Chief Commercial Officer at Moonfare, who shared their expertise on Personal Wealth Management. Check out some highlights below and stay tuned for details on our next event. We hope to see you there! 

We are excited to share that for the third year in a row, we have been named to BluWave, LP’s 2025 Top Private Equity Innovator list. This annual award recognizes private equity firms that demonstrate proactive due diligence, transformative value creation, modern private equity firm operations and corporate citizenship. "As the industry evolves due to advancements in technology and ever-changing market dynamics, it’s vital that firms focus on innovation within their portfolio companies to enhance their value and position them for success in competitive spaces." - Partners of LMP BluWave has not received any compensation from any of the PE firms in connection with this awards program. To learn more about the BluWave 2025 Top Private Equity Innovator Awards, including the selection process, selection criteria and recipients, please click below. https://lnkd.in/dqMrSKab

Exciting news from portfolio company Billhighway who has just announced it has completed a rebrand to re:Members Associations & Unions! This rebrand serves the company’s broader integration efforts to unify the various products they have acquired under one brand. Check out the details of the announcement here: https://lnkd.in/eMZx62b7