# Lovell Minnick

Top podcast episodes
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Behind the Buyouts: Lovell Minnick’s Pierson Charts Fintech's Rise

Lovell Minnick's Steve Pierson says smaller, more nimble financial tech companies have driven large financial institutions to hire, acquire or partner with them to boost growth and innovation in the latest episode of the Behind The Buyouts podcast.

Inside the Deal Part 1: Deal Readiness

  Inside the Deal Part 1: Deal Readiness How do RIAs know if they are M&A ready? How are deals sourced? Harris Baltch is joined by Mark Tibergien, Founder of Mark Tibergien Insights, former CEO of Pershing Advisor Solutions and current Board Member of Pathstone Family Office, and Brad Armstrong…

Behind The Markets Podcast: Jason Barg & Donald Calcagni

Guests: Jason Barg - a Principal at Lovell Minnick Partners LLC Donald Calcagni - who is Chief Investment Officer at Mercer Advisors

FAR 305 - How to Research a Neighborhood, Part 1

There are a number of websites you can visit to get community information when doing your research on a property. We will review 18 of them. them today coming up. Plus we are going to talk a bit about student loan debt. As a free service I'll be sharing with you the ONE big tip to reduce or elimina…

How to Engage Private Equity for Growth Capital (w/Kegan Greene, Jefferies)

Kegan Greene is a Managing Director and Head of Insurance Technology investment banking at Jefferies, a multinational investment bank that provides M&A transaction support including capital markets and financial advisory services, institutional brokerage, securities research, and asset management. …

The Power of Simplicity Done Right With Brad Armstrong

Welcome back to the Private Equity Podcast by Raw Selection! Joining me today is Brad Armstrong, Partner at Lovell Minnick, a Private Equity firm celebrating its 25th anniversary. Brad shares insights into value creation, forecasting for 2025, the importance of sticking to your core strengths, and …

Understanding Success in the Evolving PE Landscape (With Robert Belke, Managing Partner at Lovell Minnick)

In this episode of Private Markets 360°, we welcome Bob Belke, Managing Partner at Lovell Minnick, whose 26-year career began at TIAA and led him to help grow Lovell Minnick in its early days in 2000. Bob discusses what makes lower middle market buyouts different - especially the value of specializ…

Build, Grow & Transact: Americana’s $12B Path from Breakaway to Enterprise

Many advisors pursue independence for greater control. Jason Fertitta pursued it to build an enterprise. Today, Americana manages more than $13B and continues to scale through growth, acquisitions, and strategic capital.