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)

Global FinTech Investor: QED’s Frank Rotman

Global FinTech Investor: QED’s Frank Rotman

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Healthcare Growth Investor: Ampersand’s David Anderson

Healthcare Growth Investor: Ampersand’s David Anderson

In this episode, we speak with David Anderson, General Partner at Ampersand, a Boston-based, middle-market private equity firm dedicated to growth-oriented investments in the healthcare sector with $3...

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Redefining Financial Services for Healthcare Professionals: Earned Wealth’s John Clendening

Redefining Financial Services for Healthcare Professionals: Earned Wealth’s John Clendening

In this episode we speak with John Clendening, the Founder and CEO of Earned Wealth, a tech-enabled financial services firm focused exclusively on the needs of medical professionals. Because Earned un...

25 Sep 202425min

Growth Equity Entrepreneurs: Volition’s Larry Cheng and Sean Cantwell

Growth Equity Entrepreneurs: Volition’s Larry Cheng and Sean Cantwell

In this episode we speak with Larry Cheng and Sean Cantwell, Co-founders and Managing Partners at Volition Capital, a Boston-based growth equity firm that invests in founder-owned companies in the sof...

18 Sep 202425min

B2B Payments Maestro: Tipalti’s Chen Amit

B2B Payments Maestro: Tipalti’s Chen Amit

In this episode, we speak with Chen Amit, the Co-founder and CEO of Tipalti, the only global payables automation solution to streamline all phases of the accounts payable and payment management workfl...

28 Aug 202421min

Education Innovator: Outschool’s Amir Nathoo

Education Innovator: Outschool’s Amir Nathoo

In this episode, we speak with Amir Nathoo, the Co-founder and Head of Outschool, a community marketplace of live online classes for kids. In 2015, Amir founded Outschool with Nick Grandy and Mikhail ...

21 Aug 202422min

Intelligent Integration Leader: Workato’s Vijay Tella

Intelligent Integration Leader: Workato’s Vijay Tella

In this episode, we speak with Vijay Tella, the Co-founder and CEO of Workato, a platform for intelligent integration and workflow automation. In 2013, Workato was founded by Vijay Tella, Gautham Visw...

14 Aug 202419min

Leading Healthcare Investor: Advent International’s Carmine Petrone

Leading Healthcare Investor: Advent International’s Carmine Petrone

In this episode we speak with Carmine Petrone, a Managing Director at Advent International, one of the largest and most experienced global private equity investors with over $94 billion in assets unde...

31 Jul 202421min

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