As we close out the first half of 2026, we’re excited to share key highlights from Lovell Minnick.
An important milestone this year was the launch of our refreshed brand identity. We were proud to unveil a new logo, evolved website, and sharpened narrative reflecting the trajectory of our firm and more clearly expressing who we are today. At the center of this evolution are two defining principles:
- Partnering with exceptional management teams to build Destination Platforms and
- Operating with a High Impact, Low Ego collaborative approach
Our new logo reflects that same philosophy: the convergence of people, perspectives, and opportunities into a shared vision. To read the full story on our rebrand, please click here.
Beyond our rebrand, the first half of 2026 was marked by several important achievements, including the formation of Newport Specialty Partners, a specialty insurance platform, our recent investments in Beacon Global Strategies and AKAM, and the successful completion of our first continuation vehicle for SRS Acquiom.
These accomplishments reflect our ongoing commitment to partnering with exceptional management teams, building durable, market-leading Destination Platforms, and leveraging our extensive resources to drive value creation and accelerate growth and development at our portfolio companies. As we look to the second half of the year, we are excited about the opportunities and momentum ahead!
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PORTFOLIO COMPANY REALIZATION
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ACTIVE PORTFOLIO COMPANIES
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NEW VALUE CREATION TEAM ADVISORS / NEW LOVELL MINNICK TEAM MEMBERS
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BABIES, WEDDINGS, ENGAGEMENTS
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Since Inception (1)
$6.2B+ Committed Capital
$2.0B+ Coinvest Capital Raised
61 Portfolio Companies
260+ Add-on Acquisitions
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PORTFOLIO COMPANY COMMENTARY (2)
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“Lovell Minnick has been an excellent partner to SRS Acquiom, and we are thrilled to continue that partnership through this continuation vehicle as we seek to scale our platform internationally and drive our next chapter of growth.”
– Paul Koenig, CEO, SRS Acquiom
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“Lovell Minnick's collaborative approach, operational resources, and deep experience in professional services make them the right partner for Beacon Global Strategies as we scale to meet accelerating client demand for our expertise.”
– Andrew Shapiro, Co-founder, Managing Director & Managing Partner, Beacon Global Strategies
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The portfolio company executives were not compensated for providing such statements but receive compensation in connection with their portfolio company roles, and in some cases are investors in funds sponsored by Lovell Minnick.
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1H 2026 PORTFOLIO COMPANY PLATFORMS
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Click here to learn more.
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Click here to learn more.
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1H 2026 PORTFOLIO COMPANY REALIZATIONS
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1 Portfolio Company Realization
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In January, Lovell Minnick closed a single asset continuation vehicle for SRS Acquiom, creating a significant realization event for stakeholders while enabling Lovell Minnick to continue to support SRS Acquiom in pursuit of its broader strategic priorities.
Click here to read more.
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1H 2026 PORTFOLIO COMPANY ADD-ONS
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20 Portfolio Company Add-ons, Including:
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Americana Partners acquired:
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Net at Work acquired:
- Sage Intacct (Endeavor4 Practice)
- OnPar Technologies
- BHE Consulting
- Accounting Business Solutions
- Millenium Accounting Solutions
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Newport Specialty Partners acquired:
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Pathstone acquired:
- Mill Creek Capital Advisors
- Bordeaux
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Xactus acquired:
- Mortgage Credit Link
- Baleen Solutions
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LOVELL MINNICK IN THE NEWS
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Our Partners' Perspectives in the Media
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We’ve enjoyed sharing our insights, perspectives and news with industry leading publications:
In March, Lovell Minnick was named a recipient of BluWave’s 2026 Top Private Equity Innovator Awards for the fourth year in a row! (3) The award annually recognizes private equity firms that exemplify proactive due diligence, transformative value creation, modern private equity firm operations, and corporate citizenship.
Read more about the recognition here.
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Portfolio Company Highlights
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Read on for some recent highlights from select portfolio companies here:
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Portfolio Company Pathstone Expands Philadelphia Presence Through Combination with Mill Creek Capital
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Portfolio Company Newport Specialty Partners announced their majority investment in Complex Coverage
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In January 2026, Lovell Minnick welcomed Ryan Sachs and Michael Diehl to the Investment Team as Associates, both joining from Investment Banking backgrounds. In May 2026, the firm added Rob Peachey as Fund Controller, responsible for overseeing the day-to-day fund accounting and capital activity of Lovell Minnick’s funds and co-investments.
During the first half of the year, we also welcomed Brenda Cline, Mark Gerber, and Brian Taylor to Lovell Minnick’s Value Creation Team, three experienced, seasoned professionals to provide industry and functional expertise.
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* Value Creation Team Members are independent contractors that are advisors to Lovell Minnick and portfolio companies of Lovell Minnick. They are not employees of Lovell Minnick entities.
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Annual Executive Summit & Team Offsite
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In April 2026, Lovell Minnick hosted its annual Executive Summit and Team Offsite in Austin, TX, bringing together the Lovell Minnick team, portfolio company leadership, and value creation team members. The agenda was designed to balance macro perspectives with practical execution and included sharing operating best practices, integrating our newest portfolio companies, and exploring the topic top of mind today: how AI is reshaping our businesses. See the Summit in action here!
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New York, March 2026
- Topic: Lovell Minnick High-Priority Subsectors
Toronto, April 2026
- Topic: Continuation Vehicles
New York, May 2026
- Topic: Navigating Private Markets
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Talent and People Leadership Forum
- At our annual Talent and People Leadership Forum in Charleston, we brought together senior HR leaders from across the Lovell Minnick portfolio for a focused discussion on the people priorities most critical to value creation. The Forum created an opportunity for leaders to connect with peers, share best practices, and engage on topics including HR strategy, succession planning, executive assessment, organizational effectiveness, and the evolving role of AI in the HR function.
- These Forums continue to highlight one of the core strengths of the Lovell Minnick platform: the ability to bring together experienced operators across the portfolio to share practical insights, strengthen relationships, and accelerate learning across companies.
Portfolio Company Live Learning Series
As part of our ongoing effort to deliver practical, high-impact programming to portfolio company leaders, the Value Creation Team hosted a series of live learning sessions focused on AI, automation, and technology enablement.
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SUPPORTING OUR COMMUNITIES
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Each year we host our LM Philanthropy Day, volunteering with our team in our local communities: mentoring students at City Squash in New York City and preparing meals at Caring for Friends in Philadelphia.
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Lovell Minnick has a 27-year track record as a mid-market buyout investor. We partner with exceptional management teams to build Destination Platforms, transforming founder-led businesses into recognized industry leaders. We are singularly focused on the high-growth opportunity in financial services, business services, and related technology.
We seek to leverage our deep sector experience and broad network of strategic advisors to identify and execute multiple value creation levers to drive durable, transformational growth.
Since inception in 1999, Lovell Minnick has raised over $6.2 billion of committed capital, invested in more than 60 unique platform companies and completed over 260 add-on acquisitions.
For more information on our firm and our strategy, please visit www.lovellminnick.com
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- Includes $2.0B+ of co-invest capital as of 6/30/26.
- Paul Koenig and Andrew Shapiro are on the leadership teams at current portfolio companies SRS Acquiom and Beacon Global Strategies, respectively. The quoted portfolio company executives did not receive any compensation or other benefit in exchange for providing such statements, although they receive compensation in connection with their roles as portfolio company executives. They are not current advisory clients of Lovell Minnick, but Mr. Koenig is an investor in funds sponsored by Lovell Minnick. Their relationship with Lovell Minnick has the potential to create a conflict of interest or otherwise influence the statements made by them about Lovell Minnick.
- The BluWave Top Private Equity Innovator Awards recognize the top 2% of private equity firms that differentially embrace proactive due diligence, transformative value creation, modern private equity firm operations and corporate citizenship practices. The 2023, 2024, 2025 and 2026 awards were released on 2/15/2023, 2/21/24, 2/25/2025, and 3/4/26 respectively. Recipients were selected through a rigorous assessment in consultation with leading limited partners, investment bankers, and other thought leaders in the private equity ecosystem. BluWave, LP has not received investment capital from and holds no ownership interest in the PE firms recognized under the Top Private Equity Innovator awards program. BluWave received no compensation from any of the PE firms, including Lovell Minnick, in connection with this awards program. However, BluWave may otherwise provide services to the PE firms and/or their portfolio companies, but BluWave confirms that its assessment of the PE firms was independent of any such service arrangements. Top 2% in the PE industry is based on BluWave’s review of the more than 6,000 PE firms in the U.S. and Canada from which the 105 PE firms were selected as award recipients. For more information about the selection criteria and process, please visit: www.bluwave.net/awards
- Except where otherwise noted, figures presented herein are current through 6/30/26.
- The information in this newsletter should be held in strict confidence and not copied, shared or distributed to any third party without the express prior written consent of Lovell Minnick.
- Inclusions on lists, rankings or awards may not be representative of a particular investor’s experience or Lovell Minnick’s or its Funds’ future performance, and there is no guarantee that similar rankings or awards will be obtained by Lovell Minnick in the future.
- The content of this newsletter is for general, informational purposes. This newsletter is not an offer to sell nor a solicitation of an offer to purchase interests in any fund sponsored by Lovell Minnick or its affiliates. Offers and sales will be made only pursuant to confidential private placement memoranda, complete documentation of the relevant vehicle and in accordance with applicable securities laws.
- This newsletter includes information regarding Lovell Minnick Partners’ past and present portfolio companies, including the opinions of past and present Lovell Minnick and portfolio company personnel regarding Lovell Minnick’s partnering capabilities which are intended to be viewed by potential portfolio company executives. It should not be assumed that investments made in the future will be comparable in quality or performance to the investments described herein. Further, references to Lovell Minnick Partners’ past and present portfolio companies should not be construed as a recommendation of any particular investment or security. The portfolio companies listed should not be assumed to have been profitable. Any past performance information in the newsletter is not necessarily indicative, or a guarantee, of future results.
- The portfolio companies represented in this newsletter were chosen to illustrate Lovell Minnick’s investment experience and the processes and approaches used by Lovell Minnick in the past with respect to its portfolio companies and investment funds and does not purport to be a full list of investments by Lovell Minnick funds. A complete list of portfolio companies is available on Lovell Minnick’s website (www.lovellminnick.com).
- Investments in private equity funds such as the Lovell Minnick funds are speculative and involve substantial risk of loss. No assurance can be given that a fund will achieve its investment objectives or avoid substantial losses. Information about any Lovell Minnick fund and investments made by such fund, including past performance of such funds and investments, is provided solely to illustrate Lovell Minnick’s investment experience, and processes and strategies used by Lovell Minnick in the past with respect to such funds. The performance information relating to Lovell Minnick’s previous investments is not intended to be indicative of a fund’s future results. Past performance is not necessarily indicative, or a guarantee, of future results. There can be no assurance that a fund will achieve comparable results as those presented or that investors in a fund will not lose any of their invested capital.
- These disclosures apply only to this newsletter and not to other websites that may be accessible from the newsletter and Lovell Minnick shall not be responsible for the content of any third-party website accessible from this newsletter. If you access any third-party website through this newsletter, you do so at your own risk, and we encourage you to review the privacy policies and user agreements of all other websites that you visit as such policies and agreements will govern your use of those websites.
- The inclusion of any third-party firm and/or company names, brands and/or logos does not imply any affiliation with such firms or companies. None of these firms or companies have endorsed Lovell Minnick funds, or any entities or personnel thereof.
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Copyright © 2026 Lovell Minnick Partners All rights reserved.
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Our Offices:
Philadelphia / 555 E. Lancaster Ave / Suite 510 / Radnor, PA 19087
New York / 1155 Ave of the Americas / Suite 2550 / New York, NY 10036
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