Lovell Minnick Partners
Overview
Lovell Minnick Partners is a private equity firm that invests in growth-oriented, middle-market companies across the financial services, financial technology, and business services sectors.
Investments
| Company | Date | Stage | Lead |
|---|---|---|---|
| Engage People | Jan 2017 | Private Equity | Lead |
| Fortis | Mar 2025 | Private Equity | Co-investor |
| Valor PayTech | Oct 2025 | Strategic | Lead |
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Key People
Jeffrey D. Lovell
Chairman Co-Founder
Robert Belke
Managing Partner
Steve Pierson
Managing Partner
Bill Neuman
Operating Partner
Irene Hong Edwards
Partner, Head of Investor Relations
Ismail Agboola
Private Equity Partner
Jason Barg
Partner
Timothy Rampe
Partner
Trevor Rich
Partner
Scott Shebelsky
Chief Financial Officer, Principal, Head of Finance & Operations
Jason Klein
Principal
JP Marquess
Principal
Roumi Zlateva
Head of Capital Markets, Principal
Spencer Hurst
Principal
Katelyn Focella
Investor Relations Senior Associate
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Sector & Stage Mix
Industry, funding stage, and valuation band breakdowns.
FAQ
Where is Lovell Minnick Partners based?
Lovell Minnick Partners is headquartered in Radnor, Pennsylvania, United States.
When was Lovell Minnick Partners founded?
Lovell Minnick Partners was founded in 1999.
How many portfolio companies does Lovell Minnick Partners have?
Lovell Minnick Partners has 16 portfolio companies in Caplight's dataset.
What are some companies in Lovell Minnick Partners's portfolio?
Portfolio companies visible on Caplight include Engage People, Fortis, Valor PayTech.
What was Lovell Minnick Partners's most recent investment shown here?
Lovell Minnick Partners's most recent investment in this portfolio sample was in Valor PayTech in 2025.
What sectors does Lovell Minnick Partners focus on?
Lovell Minnick Partners focuses on FinTech, FinTech, Energy & Sustainability, FinTech, FinTech, FinTech, Healthcare & Life Sciences, Frontier & Industrial Tech, Enterprise Software, FinTech, Enterprise Software, Real Estate & PropTech, Real Estate & PropTech, FinTech, Real Estate & PropTech, Real Estate & PropTech, AI, Data & Cloud Infrastructure, Energy & Sustainability, Enterprise Software, Enterprise Software, Cybersecurity, FinTech, Enterprise Software, Enterprise Software, AI, Data & Cloud Infrastructure, Cybersecurity, FinTech, Enterprise Software, Enterprise Software.
What company stages does Lovell Minnick Partners focus on?
Lovell Minnick Partners typically invests at the Late stage.
What is Lovell Minnick Partners's AUM?
Lovell Minnick Partners's assets under management are estimated between $1.0B and $10.0B.