Lovell Minnick Partners has named Greg Cohen, Scott Heberton, Steve Ozonian and Stefanie Shelley to its advisory council. LMP invests in the financial services industry.
PHILADELPHIA, LOS ANGELES and NEW YORK – May 22, 2020 – Lovell Minnick Partners (‘LMP’), a private equity firm focused on investments in the global financial services industry, including related technology and business services companies, today announced the appointments of Greg Cohen, Scott Heberton, Steve Ozonian and Stefanie Shelley to the firm’s Advisory Council.
“Greg, Scott, Steve and Stefanie are excellent additions to Lovell Minnick’s Advisory Council,” said Steve Pierson, Managing Partner at LMP. “Greg’s significant operating company experience in commerce platforms and payments along with the work he’s been doing with us over the past year, as well as the industry expertise and credentials in the financial services space that Scott, Steve and Stefanie possess position them all well to offer insights and resources that we believe will drive growth and value creation at Lovell Minnick and for our portfolio companies.”
Greg Cohen was named an Operating Partner to LMP in 2019 and since then, has been assisting the investment team in reviewing numerous payment opportunities. He currently sits on the board of Lovell Minnick portfolio companies BillHighway, Currency and Fortis Payments. Most recently, Greg was President of Paya, a private equity backed integrated software, payment and EFT processor. He has also held several leadership roles in the payment and financial technology space throughout his career.
Scott Heberton currently serves as a Board Member and the Executive Chairman of Omni Healthcare Financial, LLC, a Lovell Minnick Fund IV portfolio company. Prior to that, he served as Head of FIG Investment Banking and Capital Markets at Wells Fargo. Scott’s extensive career in financial services has been primarily focused on advisory work and capital raising for industry verticals including specialty finance, real estate and alternative asset management.
Steve Ozonian is the President and CEO of Williston Financial Group. He has a strong and innovative background in the real estate industry, specifically focused on digitally transforming transactions. Steve was part of Lending Tree’s launch as a public entity and also served as CEO of RealEstate.com. He also sits on the boards of Attom Data and Inside Real Estate, Lovell Minnick portfolio companies.
Stefanie Shelley is an Advisor and Board Director and has been a long time business executive in the financial services and financial technology industries. Stefanie was the Chief Marketing Officer at Broadridge Financial Solutions and prior to that, she held C-suite roles driving growth and digital transformation at JP Morgan Chase, Citibank and Capital One. Stefanie was also a Board Director at Green Bancorp, a regional bank that was owned by private equity firms, grown significantly and taken public over a number of years.
LMP’s Advisory Council members are independent contractors that serve as advisors to Lovell Minnick as well as to the firm’s portfolio companies.
About Lovell Minnick Partners
Lovell Minnick Partners (‘LMP’) is a private equity firm focused on investments in the global financial services industry, including related technology and business services companies. We partner with outstanding management teams to help grow their companies and build value for investors through a combination of driving growth initiatives, strategic activity and operational improvements. Since our inception in 1999, we have become a leader in our chosen space, raising $3.5 billion of committed capital from leading institutional investors including public and private pensions, insurance companies, endowments and foundations. To date, we have completed more than 50 portfolio company investments.
We seek to invest in management-driven, growth-oriented companies that span the supply chains of investment products, insurance products, credit products and payments. Some of the areas in which we specialize include financial and insurance technology; payments; specialty finance; insurance brokerage and services; asset and wealth management; and related business services.