| Name | Title | Contact Details |
|---|---|---|
William Karlson |
Vice President and Principal of Healthcare and Technology, Middle Market | Profile |
Lovell Minnick Partners is a private equity firm focused on investments in financial services, financial technology and related business services. We partner with outstanding management teams to help grow their companies and build value for investors through a combination of driving growth initiatives, strategic activity and operational improvements. Since our inception in 1999, we have become a leader in our chosen space, raising $3.5 billion of committed capital from leading institutional investors. To date, we have completed more than 50 portfolio company investments. With offices in Philadelphia, Los Angeles, and New York, we are a private equity firm which seeks to invest in management-driven, growth-oriented companies that span the supply chains of investment products, insurance products, credit products and payments. Some of the areas in which we specialize include financial technology; payments; insurance brokerage and services; wealth and asset management; and related business services.
Three Cord True Wealth Management is a registered investment advisor. Securities offered through LPL Financial, Member SIPC. https://t.co/x4CIKA2fvC
Charter FS of Michigan is a Royal Oak, MI-based company in the Financial Services sector.
Zephyr Management LP is a New York, NY-based company in the Financial Services sector.