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Lovell Minnick Partners is a private equity firm focused on investments in financial services, financial technology and related business services. We partner with outstanding management teams to help grow their companies and build value for investors through a combination of driving growth initiatives, strategic activity and operational improvements. Since our inception in 1999, we have become a leader in our chosen space, raising $3.5 billion of committed capital from leading institutional investors. To date, we have completed more than 50 portfolio company investments. With offices in Philadelphia, Los Angeles, and New York, we are a private equity firm which seeks to invest in management-driven, growth-oriented companies that span the supply chains of investment products, insurance products, credit products and payments. Some of the areas in which we specialize include financial technology; payments; insurance brokerage and services; wealth and asset management; and related business services.
Chicago Fundamental Investment Partners ("CFIP") is a credit focused investment management firm founded in 2005.
Halbert Wealth Management is a Austin, TX-based company in the Financial Services sector.
Cardinal Capital Partners Inc is a Dallas, TX-based company in the Financial Services sector.
KBSH Capital Management Inc. is a Toronto, ON-based company in the Financial Services sector.