|
|
Office Locations:
|
215 Manhattan Beach Boulevard, 2nd Floor
Manhattan Beach, CA 90266
Phone: 310-414-6160
| |
|
|
|
|
|
|
Business Services
Financial Services
|
|
|
|
Organized in 2004, Lovell Minnick Partners is the successor to, and continuation of, the private equity business of Putnam Lovell Capital Partners, affiliate of the National Bank of Canada. From offices in Los Angeles, Philadelphia, and New York, Lovell Minnick Partners sponsors and manages private equity partnerships of qualified private and institutional investors totaling more than $850 million. The Fund is focused on investments in the global financial services sector with an emphasis on the North American market. The Fund has a particular interest in areas such as asset management, financial product distribution, securities brokerage, banks, specialty finance and related business services. Lovell Minnick Partners typically makes equity investments between $40 and $150 million in each portfolio company.
|
|
|
|
|
Investment Firm Key
VC = Venture Capital
PE = Private Equity
A = Angel
I = Incubator
MB = Merchant Bank
VD = Venture Debt
FI = Family Investment Office
FOF = Fund of Funds
ED = Economic Development Office
TT = Technology Transfer Office
CVC = Corporate Venture Capital
SEC = Secondary Purchaser
HF = Hedge Fund/Mutual Fund
|
|
| COMPANY STAGE | REVENUE |
| Venture Capital | |
Seed Stage
(includes "pre-seed," or
concept stage) | No Revenue |
| Early Stage | Minimal
Revenue |
Growth Stage
(also called Mid-stage) | $2M-$7M |
Expansion Stage
(also called Late-stage) | $7M and greater |
| Private Equity | |
| Lower Middle Market | $10M-$249M |
| Middle Market | $250M-$499M |
| Upper Middle Market | $500M-$1B |
| Large Cap | >$1B |
|
|
|
|
|
