RADNOR, Pa.--(BUSINESS WIRE)--
Lovell Minnick Partners LLC, an independent private equity firm
providing buyout and growth capital to companies in the financial
services industry, is pleased to announce the promotions of Jason S.
Barg and Trevor C. Rich to Principal. Lovell Minnick Partners, which has
offices in the Philadelphia and Los Angeles areas, has raised over $1.1
billion in committed capital.
Jason S. Barg, Principal (Photo: Business Wire)
Messrs. Barg and Rich are members of the investment team that is
completing the investment of Lovell Minnick Equity Partners III LP. They
have been involved with portfolio companies such as HD Vest Financial
Services, Kanaly Trust, Keane, Matthews International Capital
Management, Mercer Advisors, and TriState Capital.
Mr. Barg joined the firm’s Pennsylvania office in 2010 from Goldman
Sachs’ Financial Institutions Group, where he was an Investment Banking
Associate. Mr. Barg is a CPA who began his career in forensic accounting
at PricewaterhouseCoopers. Mr. Barg received his MBA from the Wharton
School of Business and holds a Bachelor of Science in Business
Administration from Penn State University.
Mr. Rich joined the firm’s California office in 2010 from Morgan
Stanley’s Strategic Acquisitions Group where he was an Analyst
evaluating corporate acquisitions and divestitures. Prior to Morgan
Stanley, he was an Analyst in J.P. Morgan’s investment banking group.
Mr. Rich received his MBA from the Wharton School of Business and holds
a Bachelor of Arts in Economics from Brigham Young University.
“Jason and Trevor have made significant contributions to our firm over
the past several years and successfully led our due diligence efforts on
several new investments. Each has proven himself to be a highly skilled
private equity professional and will be an important part of our
future,” noted Chairman Jeffrey Lovell.
About Lovell Minnick Partners
Lovell Minnick Partners LLC is an independent, management-owned private
equity firm providing buyout and growth capital to companies in the
financial services industry. From offices in the Philadelphia and Los
Angeles areas, Lovell Minnick manages private equity partnerships that
have raised over $1.1 billion in committed capital. For more information
regarding Lovell Minnick Partners and its portfolio companies, please
Photos/Multimedia Gallery Available: http://www.businesswire.com/multimedia/home/20140609005741/en/
Lovell Minnick Partners LLC
Jeffrey D. Lovell, 310-414-6160
Source: Lovell Minnick Partners LLC