Lovell Minnick Partners has promoted Jason Barg and Trevor Rich to Principal. “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,” said Chairman Jeffrey Lovell.
Lovell Minnick Partners provides buyout and growth capital to companies in the financial services industry. Lovell Minnick manages private equity partnerships with committed capital totaling over $850 million. The firm is the successor to the private equity affiliate of Putnam Lovell Securities which was established in 1999 by Jeffrey Lovell and James Minnick. Lovell Minnick has offices in Philadelphia and Los Angeles (www.lovellminnick.com).
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.
2014 PEPD • Private Equity’s Leading News Magazine • 6-9-14