Lovell Minnick Partners
Overview
Lovell Minnick Partners is a private equity firm focused on investments in middle-market financial and related business services companies in North America and Europe . The firm invests in growth-oriented companies and partners with founders and leadership teams to accelerate value creation through organic growth and strategic acquisitions, positioning their businesses for long-term, sustainable success . Lovell Minnick leverages deep sector experience and a broad network of strategic advisors to help scale companies .
Investments
| Company | Date | Stage | Lead |
|---|---|---|---|
| Beacon Global Strategies | Apr 2026 | Buyout/LBO | Lead |
| Fortis | Mar 2025 | Private Equity | Lead |
| Fortis | Mar 2025 | Private Equity | Co-investor |
| oneZero Financial Systems | Nov 2024 | Private Equity | Co-investor |
| ACU-Serve Corp. | Oct 2023 | Private Equity | Lead |
Key People
Jeffrey D. Lovell
Chairman Co-Founder
Robert Belke
Managing Partner
Steve Pierson
Managing Partner
Bill Neuman
Operating Partner
Greg Cohen
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
Jason Klein
Principal
JP Marquess
Principal
Roumi Zlateva
Principal
Spencer Hurst
Principal
Katelyn Focella
Investor Relations Senior Associate
Sector & Stage Mix
Industry, funding stage, and valuation band breakdowns.
