Tracked deals
24
24 tracked deals across 2019-2026.
Private Equity Firm
Financial Services
Lovell Minnick
Radnor, Pennsylvania, United States
Formerly known as Lovell Minnick Partners, Lovell Minnick Partners (LM), Lovell Minnick Partners (former brand)
Private equity firm investing in growth-oriented middle-market companies in financial services, business services, and related technology sectors. The firm partners with founders and management teams to support organic growth, strategic acquisitions, and long-term value creation.
- Focus Areas
- Financial services, Financial technology, Business services
- Website
- www.lovellminnick.com
Recent pace
6
6 tracked deals announced in the last 12 months.
Deal mix
Buyout
9 buyout · 7 growth capital · 6 addon
Lovell Minnick Acquisition Volume by Year
Last 8 years
Actual
Full-year estimate
Supporting Data
Recent Transactions
Showing the 12 most recent of 24 tracked deals for Lovell Minnick.
-
- Buyer
- Xactus, Lovell Minnick Partners
- Target
- Mortgage Credit Link (MCL)
- Seller
- MeridianLink
- Industry
- Financial Services
- Location
- United States
- Type
- Addon
Xactus, a Lovell Minnick-backed verification fintech, completed the acquisition of Mortgage Credit Link (MCL), rebranding it as XedaLink and operating it as an independent subsidiary. The deal expands Xactus’s mortgage verification technology capabilities by adding a web-based order-fulfillment hub for credit and verification data from application through closing.
-
- Buyer
- Newport Specialty Partners, Lovell Minnick Partners
- Target
- Complex Coverage, Inc.
- Industry
- Insurance
- Location
- New York, United States
- Type
- Buyout
Newport Specialty Partners, a newly formed specialty insurance platform backed by Lovell Minnick Partners, announced it has made a majority investment in Complex Coverage, Inc., a managing general agency focused on homeowners and personal lines insurance in New York. The partnership is described as Newport’s first platform acquisition and will support expanded carrier capacity, broader product offerings, and continued investment in Complex Coverage’s operational infrastructure.
-
January 24, 2026
- Buyer
- Warner Pacific, Lovell Minnick Partners
- Target
- Brokers Holding Group
- Industry
- Financial Services
- Location
- South Carolina, United States
- Type
- Addon
Warner Pacific, a PE-backed national general agency, has acquired Brokers Holding Group (BHG), a South Carolina–based general agency specializing in level-funded health plans and alternative funding strategies. The deal expands Warner Pacific’s footprint across the Southeast (South Carolina, North Carolina, Georgia and Tennessee) and deepens its capabilities in level-funded employee benefits while BHG will continue operating under its existing brand with co-owners Scott Lee and Lee Long remaining in leadership roles.
-
January 23, 2026
- Buyer
- Lovell Minnick Partners, Carlyle AlpInvest
- Target
- SRS Acquiom
- Industry
- Financial Services
- Location
- Colorado, United States
- Type
- Recapitalization
Lovell Minnick Partners closed a single-asset continuation vehicle for SRS Acquiom in a transaction led by Carlyle AlpInvest, providing fresh capital and a refreshed ownership structure while keeping existing and new investors and management as shareholders. The recapitalization is intended to support SRS Acquiom's next phase of growth — including international expansion across the U.K. and Europe, a push on strategic acquisitions, and further investment in tech-enabled solutions.
-
January 13, 2026
- Buyer
- Net at Work, Lovell Minnick Partners
- Target
- Network Computer Solutions (NCS)
- Industry
- IT Services
- Location
- Kansas, United States
- Type
- Addon
Net at Work, a Lovell Minnick–backed managed services provider, has acquired Kansas-based Network Computer Solutions (NCS) to expand its Midwest footprint and strengthen its managed services capabilities. The deal also transfers NCS's Nterfuse software platform to Net at Work, preserving service continuity for Nterfuse customers while providing broader support and access to Net at Work's cybersecurity, cloud, ERP and national managed services infrastructure.
-
December 19, 2025
- Buyer
- Warner Pacific, Lovell Minnick Partners
- Target
- Local Insurance Advisors
- Industry
- Insurance
- Location
- Oklahoma, United States
- Type
- Addon
Warner Pacific, a national general agency backed by Lovell Minnick Partners, has completed the acquisition of Local Insurance Advisors (LIA), an Oklahoma-based Medicare and individual health insurance advisory firm. The deal expands Warner Pacific's Midwest footprint and enhances its Medicare and individual health insurance distribution capabilities, with LIA co-owners joining Warner Pacific as Regional Vice Presidents.
-
- Buyer
- Lovell Minnick Partners
- Target
- Valor PayTech
- Industry
- Payments & Fintech
- Location
- New York, United States
- Type
- Growth capital
Funds managed by Lovell Minnick Partners have made a strategic growth investment in Valor PayTech, the point-of-sale software and payment technology provider. Valor will remain led by CEO Eric Bernstein and will use the capital and LMP's operational support to scale operations, accelerate innovation, and pursue strategic investments and acquisitions.
-
September 29, 2025
- Buyer
- Lovell Minnick Partners
- Target
- Merchant Industry, LLC
- Seller
- Founders of Merchant Industry (including Leo Vartanov)
- Industry
- Payments & Fintech
- Location
- New York, United States
- Type
- Buyout
Funds managed by Lovell Minnick Partners (LMP) have completed a majority acquisition of Merchant Industry, a U.S.-based fintech payments company. Founders retain a substantial minority stake and LMP appointed Vaden Landers as CEO to lead a growth and capability expansion strategy focused on distribution expansion and strategic M&A.
-
- Buyer
- Lovell Minnick Partners
- Target
- Cohen & Company
- Industry
- Accounting & Tax
- Location
- Ohio, United States
- Type
- Growth capital
Lovell Minnick Partners (LMP) has made a strategic growth investment in Cohen & Company, a national assurance, tax and business advisory firm. The minority growth capital will support Cohen & Company’s technology investments, expansion of service offerings, and broader strategic growth plan, while enabling an increase in employee equity ownership under a new alternative practice structure.
-
November 12, 2024
- Buyer
- Golden Gate Capital, Lovell Minnick Partners
- Target
- oneZero Financial Systems
- Industry
- Payments & Fintech
- Location
- Massachusetts, United States
- Type
- Growth capital
oneZero Financial Systems, a Somerville-based provider of multi-asset trading technology, received a minority growth investment from Golden Gate Capital with existing investor Lovell Minnick Partners remaining in place. The capital will support oneZero's product roadmap, team expansion and M&A-driven growth while founders Andrew Ralich and Jesse Johnson remain largest individual shareholders and continue in executive roles.
-
- Buyer
- Lovell Minnick Partners
- Target
- Americana Partners
- Industry
- Financial Services
- Location
- Texas, United States
- Type
- Growth capital
Funds managed by Lovell Minnick Partners have made a strategic minority investment in Americana Partners, an independent wealth management firm headquartered in Houston. The deal makes LMP the first outside institutional investor while Americana's founders and management remain significant owners; the capital will be used to support geographic expansion, advisor recruitment and strategic initiatives.
-
October 16, 2024
- Buyer
- Pathstone, Kelso & Company, Lovell Minnick Partners, Pathstone management
- Target
- Hall Capital Partners (Hall Capital)
- Industry
- Wealth Management
- Location
- California, United States
- Type
- Buyout
Pathstone, a partner-owned RIA backed by Kelso & Company and Lovell Minnick Partners, has agreed to acquire Hall Capital Partners to expand its investment capabilities and national footprint. Hall Capital brings roughly $45 billion in assets under advisement, about 180 team members across San Francisco and New York, and the deal will be supported by additional capital from Kelso, Lovell Minnick and Pathstone management.
Related Acquisition Pages
Financial Services Buyers & Acquisitions
8 tracked deals by Lovell Minnick.
Cloud & SaaS Buyers & Acquisitions
3 tracked deals by Lovell Minnick.
Insurance Buyers & Acquisitions
3 tracked deals by Lovell Minnick.
Payments & Fintech Buyers & Acquisitions
3 tracked deals by Lovell Minnick.
Acquisitions in California
4 tracked deals by Lovell Minnick.
Acquisitions in New York
4 tracked deals by Lovell Minnick.
Acquisitions in Pennsylvania
2 tracked deals by Lovell Minnick.
Acquisitions in Colorado
1 tracked deal by Lovell Minnick.
Selling a company? Get in front of buyers like Lovell Minnick
Turn tracked acquisition activity into an outreach-ready buyer list.