Lovell Minnick Partners

Lovell Minnick Partners is a private equity firm established in 1999 and headquartered in Philadelphia, Pennsylvania. The firm specializes in investments within the global financial services sector, focusing on areas such as asset management, financial planning, securities brokerage, investment banking, and commercial banking. Additionally, Lovell Minnick Partners has an interest in business services and financial technology. The firm primarily targets investment opportunities in the Americas and Europe and is registered as an investment adviser. By concentrating on various aspects of the financial services industry, Lovell Minnick Partners aims to enhance the growth and operational efficiency of the companies in which it invests.

Bradford Armstrong

Partner

Jason Barg

Partner

Robert Belke

Managing Partner

John D. Cochran

Partner

Spencer P. Hoffman

Partner

James Minnick

President

Steven Pierson

Managing Partner

Trevor Rich

Partner

Spencer Hurst

Principal

Past deals in Pennsylvania

STP Investment Services

Private Equity Round in 2022
STP Investment Services, a collaborative partner providing scalable, transparent, middle and back office solutions to investment managers, funds, and plan sponsors, has won the 2018 Philadelphia CEO Report Velocity 50 Awards. The Velocity 50 Awards are CEO Report’s most prestigious awards program of the year, honoring the region’s fastest growing companies. This award demonstrates STP Investment Services determination, dedication, and drive. The winners were recognized at an awards dinner which was held tonight at the Ballroom at the Ben in Center City, Philadelphia.

TriState Capital

Funding Round in 2012
TriState Capital Holdings, Inc. is the bank holding company for TriState Capital Bank, which offers a range of commercial and private banking services to middle-market businesses and high-net-worth individuals in the United States. The bank operates in two primary segments: Bank and Investment Management. It provides various deposit products, including checking accounts, money market accounts, and certificates of deposit, along with services such as insured cash sweeps. TriState Capital also extends a variety of loans secured by cash, securities, or real estate, as well as commercial and industrial loans. Additionally, the bank offers treasury management services, liquidity solutions, and both equity and fixed income advisory services tailored to ultra-high-net-worth clients and institutional investors. Its investment management division includes capital market services and specialized investment products. The company is headquartered in Pittsburgh, Pennsylvania, with additional offices in Cleveland, Philadelphia, Edison, and New York. Incorporating in 2006, TriState Capital has established itself as a key player in the financial services sector.

TriState Capital

Venture Round in 2010
TriState Capital Holdings, Inc. is the bank holding company for TriState Capital Bank, which offers a range of commercial and private banking services to middle-market businesses and high-net-worth individuals in the United States. The bank operates in two primary segments: Bank and Investment Management. It provides various deposit products, including checking accounts, money market accounts, and certificates of deposit, along with services such as insured cash sweeps. TriState Capital also extends a variety of loans secured by cash, securities, or real estate, as well as commercial and industrial loans. Additionally, the bank offers treasury management services, liquidity solutions, and both equity and fixed income advisory services tailored to ultra-high-net-worth clients and institutional investors. Its investment management division includes capital market services and specialized investment products. The company is headquartered in Pittsburgh, Pennsylvania, with additional offices in Cleveland, Philadelphia, Edison, and New York. Incorporating in 2006, TriState Capital has established itself as a key player in the financial services sector.
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