Transaction Details

Republic Capital Group served as advisor to Lovell Minnick Partners in connection with a new investment in Pathstone by Kelso & Company, alongside LMP’s continued investment in the firm.

Pathstone is a family office and wealth management firm based in Englewood, New Jersey, with more than $80 billion in assets under management across 17 offices and 350+ employees.

Kelso & Company, founded in 1980, has deployed more than $19 billion of capital across 135+ transactions, with a long history of investing in financial services businesses. Lovell Minnick Partners, an investor in Pathstone since 2019, has committed more than $4.3 billion of capital to more than 50 companies since its founding.