Lovell Minnick Partners

The Lovell Minnick Portfolio

Commercial Credit Group is an independent specialty finance company that provides secured loans and leases for commercial and industrial equipment. Fund III Details	First Allied is an independent broker / dealer providing investment products, training and support to independent financial advisors. Fund III Details	H.D. Vest is an independent broker / dealer providing investment products, training, and support to tax professionals that deliver financial solutions to clients. Fund III Details	Kanaly Trust is a wealth management firm that provides financial planning and trust/estate services to families, individuals and estates. Fund III Details	Matthews is the US’s largest Asian markets investment management firm and sponsors the Matthews Asia Funds. Fund III Details	Mercer provides wealth management, financial planning and practice management consulting services to specialist professionals. Fund II Details
Seaside delivers private banking, lending and wealth management services to high net worth individuals and businesses in Florida. Fund II Details	TriState Capital Bank is an independent commercial and private bank serving middle market businesses, professionals and high net worth individuals. Fund III Details

ALPS, a provider of administration and distribution services to the investment management industry, was acquired by DST Systems in October 2011. Details	Arrowstreet, a global investment manager, reacquired LMP’s interest in a recapitalization in May 2007. Details	AssetMark, a manager and distributor of investment products, was acquired by Genworth Financial in October 2006. Details	LMP's interest in ClariVest, a global investment manager, was sold to Raymond James' Eagle Asset Management in December 2012. Details	Dahlman Rose, a research-driven investment bank focused on energy, transportation, infrastructure and the global supply chain, was acquired by Cowen Group, Inc. in March 2013. Details	Duff & Phelps, a leading global provider of financial advisory services, was taken private by an Investor Group in April 2013. Details
LMP's equity interest in Leerink Swann , an award-winning investment bank, was reacquired by the Company in April 2013. Details	PlanMember, an independent broker/dealer and asset management firm, was recapitalized by AXA Group in February 2013. Details	Stein Roe Investment Counsel, a private client asset management firm, was acquired by Invesco's Atlantic Trust in March 2004. Details