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Home / transaction / Berkshire Global Advisors client Lovell Minnick Partners invests in Lincoln Investment
Berkshire Global Advisors client Lovell Minnick Partners invests in Lincoln Investment
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    • Berkshire Global Advisors client Lovell Minnick Partners invests in Lincoln Investment

  • Date: June 2015
  • Sector: Securities and Investment Banking
  • Sub-Sector: Independent Broker Dealer
  • Region: North America
  • Seller AUM: N/A

    • Seller Details
    Lincoln Investment is a leading full-service independent broker-dealer providing investment, wealth and retirement planning services nationwide through a national network of financial advisors. Clients include individual investors, corporations, school districts, universities, hospitals, other non-profits and the unique needs of high net worth individuals.

    Buyer Details
    Lovell Minnick Partners LLC is a private equity firm with expertise in investing in the financial and related business services sectors. Lovell Minnick provides developing companies with equity capital to support private company recapitalizations, leveraged buyouts, and pursue growth initiatives

    Transaction Summary
    The investment will provide capital to support continued growth of Lincoln Investment, which will remain majority family-owned and operated by the current management team.