Lovell Minnick Partners

STP Investment Services is a provider of technology-enabled outsourcing solutions designed to support institutional and wealth managers, plan sponsors, fund managers, and family offices. The company specializes in investment operations outsourcing, fund services, business process solutions, portfolio accounting, and data management. By offering scalable and transparent middle and back office services, STP Investment Services equips clients with the necessary technology and expertise to concentrate on their core business objectives. In recognition of its growth and accomplishments, the company received the Philadelphia CEO Report Velocity 50 Award in 2018, highlighting its status as one of the region's fastest-growing firms.

UniversalCIS has grown to be one of the largest national providers of mortgage services, lending services, and tri-merge credit reports by consistently providing the industry’s best-in-class integrated technology solutions with top customer service.

DashCMA is a modern take on the traditional CMA. DashCMA simplifies the information to the most pertinent data points, structure the format in a clean, full dashboard that is conducive to a meaningful pricing conversation between agent and client. DashCMA was founded in 2018 and is headquartered in Los Angeles, California.

FortisPay offers thier clients thier extensive industry experience along with unparalleled customer service. They don’t just “talk the talk,” their representatives have backgrounds in retail, hospitality, medical, automotive, restaurants, and more. They share their knowledge, making sure you have the perfect payment system your business requires.

Pathstone Federal Street is a New Jersey-based advisory firm established in 2010, specializing in wealth management and investment advisory services. The firm primarily serves family offices and high-net-worth individuals throughout the United States, offering tailored financial solutions to meet their clients' unique needs. Through a combination of expertise and personalized service, Pathstone Federal Street aims to help clients effectively manage and grow their wealth.

Billhighway is a cloud-based system designed for non-profit organizations that combines payment processing, banking and accounting solutions together in one system allowing for straight-through financial processing. With the time, money and resources you will save by using Billhighway, you’ll be able to spend more time advancing your non-profit organization’s mission rather than managing your finances. As a single, integrated platform, the Billhighway system enables straight-through processing of all financial aspects of a transaction. For your organization, this means significant reductions in the time lost on inefficient processes, and better data for tactical, operational and strategic decision-making. Billhighway's financial solution consolidates multiple local bank accounts into a single operating account, using multiple virtual accounts. This simplified approach allow funds to be routed directly to cash accounts in real-time, creating separate accounts for national and local revenue centers, supporting native A/R and A/P functions. The platform was designed for due & fee based organizations, such as non-profits and is configured to match the organizations specific accounting structures (Chart of Account, Cash vs. Accrual, etc.). Billhighway meets Generally Accepted Accounting Principles (GAAP) to enable successful annual audits and offers tools for budgeting and success planning. Improving your group's financial health and operational efficiency is what we are all about.

Charles Taylor Limited is a UK-based provider of professional services and technology solutions tailored to the insurance market across various regions, including the Americas, Europe, and Asia Pacific. The company operates through three primary segments: Management Services, Adjusting Services, and Insurance Support Services. The Management Services segment delivers outsourced management solutions for underwriting, claims, reinsurance, and loss prevention, alongside regulatory, compliance, and technology services. The Adjusting Services segment specializes in loss adjusting for sectors such as aviation, energy, and property, offering both general and technical support services. Meanwhile, the Insurance Support Services segment encompasses a variety of professional and technical services, including outsourced support, run-off services, and specialty risk management. Established in 1884 and headquartered in London, Charles Taylor has a long-standing history in the insurance industry.

InsideRE, LLC is a real estate software-as-a-service (SaaS) company that specializes in providing comprehensive solutions for brokerages. The company offers a platform that includes lead generation and management, an integrated customer relationship management (CRM) system, and advanced performance analytics. Inside Real Estate also develops automation systems tailored for the retail industry, utilizing technologies such as WordPress, RETS, Google Maps, and Mailchimp. Their services encompass mobile web development, IDX integration, search engine optimization (SEO), automated CRM functions, reporting, and transaction management. Founded by Joe Skousen, Inside Real Estate is headquartered in Salt Lake City.

oneZero Financial Systems, LLC is a technology firm that specializes in developing software solutions for foreign exchange brokerages and financial institutions. Founded in 2009 and headquartered in Cambridge, Massachusetts, with an additional office in London, the company provides a variety of services including liquidity distribution, risk management, regulatory reporting, and trade monitoring. Key products include the oneZero MT4 Liquidity Bridge, which allows brokers to manage their MT4 operations efficiently, and the oneZero Hub, which connects trading platforms to aggregated liquidity. The firm also offers comprehensive analytics through its Advanced Reporting and Monitoring System, enabling clients to oversee market and credit risk effectively. oneZero serves a diverse clientele, including global brokers, banks, funds, and other participants in the financial and commodity markets.

ATTOM Data Solutions specializes in providing comprehensive data related to real estate, including property tax, deed, mortgage, foreclosure, environmental risk, and neighborhood information. The company aggregates data from over 3,000 U.S. counties, covering more than 155 million residential and commercial properties. With a meticulous data management process comprising over 20 steps, ATTOM ensures the accuracy and consistency of its data, assigning each property a unique identifier known as the ATTOM ID. The extensive data warehouse contains approximately 29.6 billion rows of transactional-level data and over 7,200 distinct attributes, facilitating real estate transparency for a diverse range of clients, including innovators, developers, and policymakers. ATTOM offers flexible delivery solutions such as bulk file licenses, APIs, and customized reports to cater to the needs of various industries, including real estate, mortgage, insurance, and marketing.

SRS Acquiom, founded in 2007 and based in Denver, Colorado, specializes in facilitating mergers and acquisitions by providing efficient and economical solutions for shareholder representation, payment administration, and escrow services. The firm has managed over 600 transactions valued at $95 billion, protecting the interests of 65,000 shareholders, including leading venture capital and private equity firms. SRS Acquiom revolutionizes M&A payments through its online platform, Acquiom|Clearinghouse™, which simplifies the disbursement of merger proceeds. The company also offers Enhanced Escrow Solutions, ensuring higher yields and immediate liquidity through partnerships with top M&A banks. By addressing inefficiencies in traditional M&A processes, SRS Acquiom streamlines transactions to enhance client satisfaction and improve financial outcomes across various industries, including capital markets and life sciences.

Since 1984, National Auto Care has served the dealer by creating F&I products that meet consumer demands for strong value and attractive features. National Auto Care products are designed to increase your F&I penetration while building consumer loyalty and satisfaction. National Auto Care has been awarded a Gold Dealer's Choice Award for Excellence in F&I Products from the readers of Auto Dealer Today, and honored as a Top Workplace. Working with their valued Agent partners, they look forward to helping you realize more sales, more profits, and more success.

Tortoise is a leader in essential assets and income investing. Through its registered advisers, Tortoise provides investors access to differentiated active and passive investment solutions and market insights and had $20.2 billion assets under advisement as of September 30, 2017 .

Founded in 1987, CenterSquare Investment Management is a global investment manager targeting on real estate and infrastructure strategies. CenterSquare manages private equity investments, real estate debt investments, portfolios of global listed infrastructure securities, and portfolios of real estate securities, including U.S. and Global REITs. CenterSquare is owned by a partnership between its management team and private equity partner Lovell Minnick Partners, and is headquartered in Pennsylvania. In 2017, the firm announces separation from BNY Mellon.

Global Financial is the nation's leader in pre-settlement cash advances. We offer the most professional and experienced staff along with the most competitive rates.

Trea Asset Management is an independent asset manager based in Spain, with offices in Barcelona and Madrid. The firm specializes in managing a diverse range of traditional and alternative funds tailored for institutional clients. Trea is registered with the Spanish regulator, CNMV, and is authorized to manage various fund types, including UCITS, SICAVs, and unit-linked products across Spain, Ireland, and Luxembourg. Additionally, Trea co-manages the Trea US Ventures Fund, an early-stage venture capital fund focused on healthcare investments in the United States and North America. This fund emphasizes impact investments, specifically targeting therapeutic interventions that offer clinical benefits, and is classified as an Article 9 fund under the EU Sustainable Finance Disclosure Regulation.

Foreside Fund Services, a subsidiary of Foreside Financial Group, was founded in 1998 and is headquartered in Portland, Maine. The company specializes in regulatory compliance and offers a range of services including fund and advisor compliance, distribution consulting, and legal underwriting. Foreside Fund Services also functions as an affiliated broker-dealer, providing placement agent services to private equity firms and various asset classes. Its expertise encompasses alternative investment compliance and consulting solutions, positioning it as a key player in the financial services sector.

On the heels of the Great Recession, businesses around the country found themselves left behind. Commercial banks just weren’t lending, and when they were, the delays between application and funding were far too long. So a group of financial experts, along with a few tech wizards, decided to take action. We engineered a technology that streamlined both approval and funding by getting a more complete financial picture at the beginning of the application process. The result was Currency, and since then we’ve helped support businesses with over $500 million in loans.

Engage is a recent amalgamation of 5 leading service provider organizations to the global loyalty, recognition and incentive communities for over 25 years. Headquartered in the Greater Toronto Area, Engage is a white label technology incubator that delivers enterprise applications across the globe. Engage was recently ranked on Canada’s Fastest Growing Companies list, with offices in Australia, Canada, Italy, UK and the USA.

On the heels of the Great Recession, businesses around the country found themselves left behind. Commercial banks just weren’t lending, and when they were, the delays between application and funding were far too long. So a group of financial experts, along with a few tech wizards, decided to take action. We engineered a technology that streamlined both approval and funding by getting a more complete financial picture at the beginning of the application process. The result was Currency, and since then we’ve helped support businesses with over $500 million in loans.

Trea Asset Management is an independent asset manager based in Spain, with offices in Barcelona and Madrid. The firm specializes in managing a diverse range of traditional and alternative funds tailored for institutional clients. Trea is registered with the Spanish regulator, CNMV, and is authorized to manage various fund types, including UCITS, SICAVs, and unit-linked products across Spain, Ireland, and Luxembourg. Additionally, Trea co-manages the Trea US Ventures Fund, an early-stage venture capital fund focused on healthcare investments in the United States and North America. This fund emphasizes impact investments, specifically targeting therapeutic interventions that offer clinical benefits, and is classified as an Article 9 fund under the EU Sustainable Finance Disclosure Regulation.

Engage is a recent amalgamation of 5 leading service provider organizations to the global loyalty, recognition and incentive communities for over 25 years. Headquartered in the Greater Toronto Area, Engage is a white label technology incubator that delivers enterprise applications across the globe. Engage was recently ranked on Canada’s Fastest Growing Companies list, with offices in Australia, Canada, Italy, UK and the USA.

Foreside Fund Services, a subsidiary of Foreside Financial Group, was founded in 1998 and is headquartered in Portland, Maine. The company specializes in regulatory compliance and offers a range of services including fund and advisor compliance, distribution consulting, and legal underwriting. Foreside Fund Services also functions as an affiliated broker-dealer, providing placement agent services to private equity firms and various asset classes. Its expertise encompasses alternative investment compliance and consulting solutions, positioning it as a key player in the financial services sector.

J.S. Held LLC, established in 1974 in New York, is a consulting services firm that provides expertise across various sectors, including aerospace, food, healthcare, government, and real estate. The firm specializes in technical, scientific, financial, and advisory services, which include property damage assessment, safety consulting, engineering, forensic accounting, and water restoration. With a commitment to helping clients navigate complex and challenging situations, J.S. Held has expanded its operations over the years and now has multiple office locations across the United States.

Global Financial is the nation's leader in pre-settlement cash advances. We offer the most professional and experienced staff along with the most competitive rates.

Established in 1970, Worldwide Facilities is a national insurance wholesale broker and managing general agent. Their team of insurance specialists have access to virtually every specialty domestic and international insurance market. With satellite offices in major metropolitan areas like Chicago, Phoenix, Atlanta, St. Louis, and Houston, we are dedicated to bringing our best resources to every opportunity—across the entire United States.

LSQ is a financial services company based in Orlando, Florida, specializing in cash flow management for businesses. It offers solutions such as invoice financing and supply chain finance, enabling clients to access cash tied up in open invoices. By combining human insights with advanced technology, LSQ provides a straightforward and secure funding experience that helps businesses optimize their earnings. Over its 20-plus years of operation, LSQ has assisted thousands of companies in accessing over $25 billion in funding, facilitating improved cash flow and business operations.

TriState Capital Holdings, Inc. serves as the bank holding company for TriState Capital Bank, offering a range of banking products and services primarily targeted at middle-market businesses and high-net-worth individuals in the United States. The company operates through two main segments: Bank and Investment Management. Its banking services include various deposit products such as checking accounts, money market accounts, and certificates of deposit, alongside an array of loan options secured by cash, marketable securities, or real estate. Additionally, the bank provides liquidity and treasury management services, including online balance reporting and foreign exchange services. The investment management segment offers advisory services for equity and fixed income, catering to ultra-high-net-worth and institutional clients. TriState Capital operates from its headquarters in Pittsburgh, Pennsylvania, with additional offices in Cleveland, Philadelphia, Edison, and New York. Founded in 2006, the company continues to focus on delivering tailored financial solutions to its clients.

Since 1991, Matthews International Capital Management has focused its efforts and expertise on investing in Asia. Matthews employs a bottom-up, fundamental investment philosophy, with a focus on long-term investment performance. Matthews manages assets for individuals and institutions and our investment offerings provide a broad range of choices for building a global portfolio that includes exposure to Asia.

Commercial Credit Group is an independent specialty finance company that focuses on providing secured loans and leases for commercial and industrial equipment. The firm primarily serves small and mid-sized businesses within the transportation, waste management, and construction sectors. It offers a range of services including equipment financing, refinancing, leasing, debt consolidation, and working capital solutions. By catering to the specific financial needs of its clients, Commercial Credit Group helps them navigate business cycles, acquire necessary equipment, and foster growth in their operations.

Dahlman Rose & Company, LLC was a research-driven investment bank that specialized in transportation, infrastructure, and sectors related to the global supply chain. Founded in 2004 and headquartered in New York, with additional offices in Boston, Houston, and San Francisco, the firm offered a range of services including institutional sales and trading, equity and fixed income research, mergers and acquisitions advisory, and underwriting. The team at Dahlman Rose focused on various verticals within the natural resources supply chain, covering areas such as marine shipping, offshore services, exploration and production, oilfield services, as well as coal, metals, mining, rail, trucking, and air freight. The firm was acquired by Cowen Group, Inc. in March 2013.

First Allied Securities is a Consulting company.

Keane is the leader in unclaimed property communications, compliance, and consulting services in the country. No other firm offers our complete suite of services. From customized communication programs and data analysis to in-depth consulting and annual compliance reporting, Keane provides corporations, mutual funds, banks, brokerage, insurance companies and transfer agents with a depth and breadth of services that is unmatched. The Keane Organization and Venio, LLC – the two leading unclaimed property companies in America – joined forces in December of 2010 to become the most accomplished, knowledgeable, and responsive unclaimed property company in the country. Keane’s consulting team has more than 100 years combined experience and no other firm offers our complete suite of services. We put the nation’s best communications, compliance and consulting services at your disposal.

361 Infrastructure Partners is a leading sustainable infrastructure platform focused on solving the aging infrastructure problem impacting our communities and the environment. Through impact-driven investments that are measurable, our goal is to invest in social infrastructure projects that replace failing essential service assets with modernized, energy-efficient equipment—accelerating a future state of modern, sustainable infrastructure with a positive societal impact.

HD Vest Financial Services provides financial solutions to individuals, families, and small businesses. It offers a wide array of services including securities, insurance, money management services, and banking solutions. The company creates opportunities for tax professionals and independent financial advisors to build and expand successful financial services practices that serve a growing need among investors seeking a holistic approach to wealth management. HD Vest Financial Services was founded in 1983 and is headquartered in Irving, Texas.

With almost 50 years of proven industry leadership and expertise in delivering investment strategies, Lincoln Investment is a leading broker/dealer. Their network has grown to over 800 financial advisors nationwide, and we serve the diverse financial needs of over 270,000 clients representing over $24.7 billion in assets. At Lincoln Investment, they treat each client relationship as the most important part of their business. They're proud to be one of the fastest-growing independent broker/dealers in the industry, and we stand out in our community as a top workplace for employees.

Mercer Advisors Inc. is a total wealth management firm that provides fee-only comprehensive investment management, financial planning, family office services, retirement benefits and distribution planning, estate planning, and tax management services to affluent individuals. Mercer Advisors is the parent company of Mercer Global Advisors, one of the largest Registered Investment Advisors and financial planning firms in the U.S. with nearly $6 billion in assets under management and more than 4,300 clients.

TriState Capital Holdings, Inc. serves as the bank holding company for TriState Capital Bank, offering a range of banking products and services primarily targeted at middle-market businesses and high-net-worth individuals in the United States. The company operates through two main segments: Bank and Investment Management. Its banking services include various deposit products such as checking accounts, money market accounts, and certificates of deposit, alongside an array of loan options secured by cash, marketable securities, or real estate. Additionally, the bank provides liquidity and treasury management services, including online balance reporting and foreign exchange services. The investment management segment offers advisory services for equity and fixed income, catering to ultra-high-net-worth and institutional clients. TriState Capital operates from its headquarters in Pittsburgh, Pennsylvania, with additional offices in Cleveland, Philadelphia, Edison, and New York. Founded in 2006, the company continues to focus on delivering tailored financial solutions to its clients.

Since 1991, Matthews International Capital Management has focused its efforts and expertise on investing in Asia. Matthews employs a bottom-up, fundamental investment philosophy, with a focus on long-term investment performance. Matthews manages assets for individuals and institutions and our investment offerings provide a broad range of choices for building a global portfolio that includes exposure to Asia.

Florida-focused bank that provides private banking, commercial lending and wealth management services. LTM net revenue of $45.5M and net earnings of $7.3M.

Florida-focused bank that provides private banking, commercial lending and wealth management services. LTM net revenue of $45.5M and net earnings of $7.3M.

ClariVest Asset Management LLC is an asset management firm majority-owned by its employees. They market their investment services to institutional clients, including corporate and public pension plans, foundations, endowments, and Taft-Hartley clients worldwide. Their company is founded on the idea that clarity in the investment process is critical to maintaining strong performance and client relationships. They believe that success is dependent upon several factors, the most important of which is a disciplined investment strategy with a talented, experienced team of people to execute it.

PlanMember is committed to helping individual investors access high quality retirement planning services and investment choices, so they can prepare to live the life they dream of in retirement. Headquartered in Carpinteria, California, just south of Santa Barbara, PlanMember is a full service retirement and investment firm with a single focus. Their well-known industry expertise and solid infrastructure have led to a new phase of growth and success. Thousands of members, hundreds of registered representatives, and a growing national network of employers are all part of the PlanMember family.

ALPS provides customized asset servicing and asset gathering solutions to the Financial services community through an entrepreneurial culture based on the commitment to “Do Things Right.” Founded in 1985, ALPS continues to actively promote all of its various business segments, from asset servicing through ALPS Fund Services,Inc. to asset gathering through ALPS Distributors, Inc. and ALPS Advisors, Inc. Headquartered in Denver, with offices in Boston, New York, Seattle, and Toronto, ALPS, a wholly-owned subsidiary of DST Systems, Inc., today represents more than 500 employees, over 250 clients, and an executive team that has been in place for more than 20 years.

SVB Leerink LLC is a prominent investment bank that specializes in the healthcare sector. Founded with a focus on providing strategic and capital markets advice, the firm leverages its extensive knowledge and experience to assist clients in achieving their financial objectives. SVB Leerink partners with companies involved in the development and commercialization of innovative healthcare products and services, playing a significant role in shaping the future of the industry. The firm is recognized for its commitment to understanding the unique challenges and opportunities within the healthcare landscape, allowing it to deliver tailored solutions that meet the specific needs of its clients.

Kroll is a global advisory firm that specializes in financial services, offering a range of solutions including valuation, corporate finance advisory, mergers and acquisitions, and alternative asset advisory. Founded in 1932 and headquartered in New York, the firm employs over 1,300 professionals and serves a diverse clientele from offices across North America, Europe, and Asia. Kroll combines analytical expertise with deep market insights to assist clients in making informed decisions. Its services also encompass restructuring, compliance and regulatory consulting, disputes, taxation, and transfer pricing, positioning Kroll as a comprehensive resource for businesses seeking strategic financial advice.

Mercer Advisors Inc. is a total wealth management firm that provides fee-only comprehensive investment management, financial planning, family office services, retirement benefits and distribution planning, estate planning, and tax management services to affluent individuals. Mercer Advisors is the parent company of Mercer Global Advisors, one of the largest Registered Investment Advisors and financial planning firms in the U.S. with nearly $6 billion in assets under management and more than 4,300 clients.

Advanced electronic trading solutions and premium services for institutional investors

Advanced electronic trading solutions and premium services for institutional investors

Kroll is a global advisory firm that specializes in financial services, offering a range of solutions including valuation, corporate finance advisory, mergers and acquisitions, and alternative asset advisory. Founded in 1932 and headquartered in New York, the firm employs over 1,300 professionals and serves a diverse clientele from offices across North America, Europe, and Asia. Kroll combines analytical expertise with deep market insights to assist clients in making informed decisions. Its services also encompass restructuring, compliance and regulatory consulting, disputes, taxation, and transfer pricing, positioning Kroll as a comprehensive resource for businesses seeking strategic financial advice.

Atlantic Asset Management LLC (“Atlantic”) is a Stamford, Connecticut-based registered investment advisor, managing $4.4 billion in assets in a variety of core and specialized fixed income strategies. Atlantic manages money for a diverse U.S. institutional client base, including public and private pension funds, labor unions, foundations, endowments, and corporations. Founded in 1992, Atlantic is one of the larger independent U.S. firms specializing in fixed income, asset allocation, and alternative investment strategies.

PowellJohnson, Inc. (“PowellJohnson”) is a Nashville, Tennessee-based high-end fee-based retail brokerage firm with 54 employees. PowellJohnson’s financial advisors offered a full suite of investment, retirement, and wealth planning solutions to their affluent clients. PowellJohnson was formed in August 2002 by former executive management team members of J.C. Bradford & Co. (“Bradford”) including the CEO, the Head of Investment Strategy, the Chief Information Officer, and several members of the retail senior management team.

Centurion Capital Group, Inc. ("Centurion"), now merged into an asset management arm of Genworth Financial Inc., was a market-leader in wholesaling mutual fund based wrap services to commission-based brokers within financial planning sector through a group of related and integrated companies. Centurion Capital Management was a California-based, nationally-registered investment advisor, and Centurion Trust Company was an Arizona-based custodial banking institution providing exclusive custody services to Centurion Capital Management.

Berkeley Capital Management LLC (“Berkeley”) is a California-based registered investment advisor managing over $1.2 billion in assets for both institutional and individual investors. Berkeley currently employs 17 full time employees, six based in San Francisco and eleven based in Los Angeles.

AssetMark, formerly Genworth Wealth Management, is a leading strategic provider of innovative investment and consulting solutions serving independent financial advisors. They provide investment, relationship and practice management solutions that advisors use in helping clients achieve wealth, independence and purpose. They serve those advisors who make a difference in the lives of their clients. Often, that's about financial independence. They craft their offering around each advisor's vision so that you can manage clients' wealth with thoughtful purpose. The firm has approximately $22 billion in assets on its platform and a history of innovation spanning over 20 years.

Stein Roe Investment Counsel LLC (SRIC) is one of the largest US-based independent investment counseling firms.