The objective of Lovell Minnick Partners is to generate superior returns for our investors over an intermediate investment horizon through focused investments in the financial services industry.
Specifically, we target investments in asset management, financial product distribution, securities brokerage, banks, specialty finance and related business services. We achieve our goals by investing in companies that have significant growth potential and where we are aligned with management teams who are committed to increasing value through a variety of methods including internal investment, acquisitions, prudent use of leverage and expense rationalization.
We make equity investments between $20 and $100 million in each portfolio company and, with access to co-investment, we have completed transactions with values of several hundred million dollars. We invest in the following transactions:
The criteria we use to qualify appropriate companies for investment include:
We only invest in those firms where we can meaningfully enhance their value through our active involvement with management. We use our network and industry knowledge to assist portfolio companies by: