Building Value in Financial Services: Lovell Minnick Partners’ Steve Pierson

Building Value in Financial Services: Lovell Minnick Partners’ Steve Pierson

In this episode, we speak with Steve Pierson, Managing Partner at Lovell Minnick Partners. Prior to joining the firm in 2016, Steve was at UBS where he served as Head of Financial Institutions Investment Banking Americas and Global Head of Financial Technology & Services.

Lovell Minnick Partners is a middle market private equity firm focused on investments in financial services, financial technology and related business services. Since its inception in 1999, the firm has raised $3.5 billion of committed capital from leading institutional investors.

Lovell Minnick Partners was recognized by GrowthCap as a Top 25 Private Equity Firm of 2022.

I am your host RJ Lumba. We hope you enjoy the show.

Episoder(257)

Best-in-class Investor: B Capital’s Rashmi Gopinath

Best-in-class Investor: B Capital’s Rashmi Gopinath

In this episode, we speak with Rashmi Gopinath of B Capital, a multi-stage global investment firm that partners with extraordinary entrepreneurs to shape the future through technology. With $6+ billio...

27 Mar 202424min

A Complete Healthcare Technology Solution: Nextech’s Bill Lucchini

A Complete Healthcare Technology Solution: Nextech’s Bill Lucchini

In this episode, we speak with Bill Lucchini, CEO of Nextech, the complete healthcare technology solution for specialty providers. The company services more than 16,000 physicians and over 60,000 offi...

20 Mar 202419min

Growth Buyouts in Healthcare: Frazier’s Nader Naini

Growth Buyouts in Healthcare: Frazier’s Nader Naini

In this episode, we speak with Nader Naini, Managing Partner of Frazier Healthcare Partners. Nader joined the firm in 1991 and has served on Frazier’s Management Committee, Investment Committee, and l...

13 Mar 202422min

Leading Cloud Software for Insurance: Applied Systems’ Taylor Rhodes

Leading Cloud Software for Insurance: Applied Systems’ Taylor Rhodes

In this episode, we speak with Taylor Rhodes, CEO of Applied Systems, the leading global provider of cloud-based software that powers the business of insurance. Recognized as a pioneer in insurance au...

6 Mar 202421min

North America Software Leader: Hg’s Alan Cline

North America Software Leader: Hg’s Alan Cline

In this episode we speak with Alan Cline, Hg’s Head of North America, a Partner and a member of Hg’s Senior Leadership Team. He leads the firm’s activity across the USA and Canada. Alan has a long and...

28 Feb 202430min

Advanced Threat Intelligence: HYAS’ David Ratner

Advanced Threat Intelligence: HYAS’ David Ratner

In this episode, we speak with David Ratner, CEO of HYAS, a cybersecurity company leading the charge in the war against attacks of all kinds, including ransomware, supply-chain attacks, phishing, and ...

21 Feb 202425min

Creating Lasting Personal Connections: Typeform’s Joaquim Lechà

Creating Lasting Personal Connections: Typeform’s Joaquim Lechà

In this episode we speak with “Kim” Lechà, CEO of Typeform, a no-code SaaS platform with thoughtfully-designed tools that help companies grow their business by engaging with their audience. It provide...

14 Feb 202423min

Top Investor in Marketplaces: WestCap’s Daphne Tong

Top Investor in Marketplaces: WestCap’s Daphne Tong

In this episode, we speak with Daphne Tong, Partner and Co-Head of Investments at WestCap, an operating and investing firm for generational companies. WestCap invests in tech-enabled, asset-light mark...

7 Feb 202423min

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