Lovell Minnick Partners and Carlyle AlpInvest Close Continuation Vehicle for SRS Acquiom

Arax Investment Partners Acquires SRS Capital Advisors

June 23, 2024

Wealth Management

Arax Investment Partners, a RedBird Capital-backed wealth management platform, has acquired SRS Capital Advisors, a Denver-based RIA managing approximately $1.7 billion in AUM. SRS will remain led by its managing directors and will join Arax's multi-partner platform to scale advisory, operations, technology and wealth-planning capabilities.

Lovell Minnick Partners Makes Majority Growth Investment in ACU-Serve Corp.

October 19, 2023

Healthcare Services

ACU-Serve Corp., a provider of end-to-end revenue cycle management for post-acute and home-based healthcare providers, received a majority growth investment from Lovell Minnick Partners LLC. The partnership will keep ACU-Serve’s management team in place and support expansion of its technology platform, service offerings, and continued acquisitions to drive growth.

Lovell Minnick Partners Acquires Majority Stake in S&S Health

October 5, 2023

Healthcare Services

Lovell Minnick Partners (LMP) has made a majority growth investment in S&S Health, a Cincinnati-based provider of administration and technology solutions for health plans serving small and mid-sized employers. The partnership is intended to accelerate S&S Health’s organic growth, enhance operational efficiency, and expand its technology-enabled benefits administration capabilities; terms were not disclosed and the transaction was expected to close in Q4 2023.

Lovell Minnick Partners Acquires Majority Stake in London & Capital

June 9, 2022

Wealth Management

Lovell Minnick Partners (LMP) has signed a definitive agreement to acquire a majority stake in London & Capital, a London-based wealth and asset manager with £4.1 billion AUM. London & Capital's management and the Freedman family will retain a significant minority stake and reinvest; the deal is intended to support international expansion, technology investment and accelerated growth.

OceanSound Partners and Apollo S3 Close $1.15B Continuation Fund to Recapitalize SMX

April 4, 2024

IT Services

OceanSound Partners closed a $1.15 billion single-asset continuation fund transaction to extend its ownership and recapitalize SMX, with Apollo S3 as the lead investor in the new fund. OceanSound and SMX management rolled most of their equity and will remain significant investors; the continuation fund will provide incremental capital to support SMX's acquisition-driven growth and digital/military mission-support expansion.

Acorn Capital Completes Single-Asset Continuation Fund for Sentry Aerospares

June 11, 2025

Aerospace & Defense

Acorn Capital Management closed a single-asset continuation fund for Sentry Aerospares, co-led by Kline Hill Partners and LSV Advisors, providing liquidity to existing investors and extending Acorn's partnership with Sentry's management and founders. The new vehicle secures additional capital to support Sentry's global growth plans, including inventory expansion, technology upgrades, and potential acquisitions to strengthen its aftermarket supply chain and AOG capabilities.