Lovell Minnick Partners Appoints Marshall Lux and Robert Orefice to Advisory Council

PHILADELPHIA & LOS ANGELES & NEW YORK--()--Lovell Minnick Partners (“LMP”), a private equity firm investing in growth-oriented companies, today announced the appointment of Marshall Lux and Robert Orefice to its Advisory Council. Marshall and Robert bring decades of experience and expertise in financial services and go-to-market strategy, technology, risk management and leadership and will assist LMP in all aspects of investments and operations.

Marshall Lux brings over 35 years of experience and most recently served as Senior Partner at BCG and McKinsey, where he focused on all manner of Financial Services and Private Equity. He was also Chief Risk Officer for Chase, managing risk for the largest consumer bank in the US. Marshall also serves as an independent member of various Boards, including Mphasis, Flagstar and Guardian Life Mutual Funds. Marshall holds a Bachelor of Arts in Economics from the Woodrow Wilson School of Public and International Affairs at Princeton University and an M.B.A. from Harvard Business School.

Robert Orefice is an independent consultant and Product, Technology, and Agile Process Leader. He is also an entrepreneur and co-founder of Hakkiri Software, Inc., a boutique software vendor focused on enabling predictable software delivery through a product offering in the Atlassian Marketplace. Robert is currently serving as interim CTO of S&S Health, an LMP Portfolio company. Previously, he held transformational leadership roles at Aetion, a healthcare data analytics company, WebMD and Eze Software Group, leveraging his deep technical expertise from his time as a microprocessor designer and methodology leader at Advanced Micro Devices (AMD). Robert holds a Bachelor of Science in Computer Engineering from Rochester Institute of Technology and a Master of Science in Computer Engineering from Walden University.

"We are excited to welcome Marshall and Robert as the newest members of our Advisory Council,” says Steve Pierson, Managing Partner at LMP. “As trusted partners of the firm with decades of experience across their respective fields, both Marshall and Robert bring unique skillsets and industry insight that we believe will prove invaluable to the firm and our portfolio.”

I am grateful for the opportunity to join LMP’s Advisory Council and work with the talented teams at the firm - and portfolio-company level,” says Marshall Lux. “I look forward to leveraging my expertise across financial services, technology and banking to support LMP and its portfolio with go-to-market and operational strategies as well as risk management.”

I’ve had the opportunity to work alongside the LMP team during my time as interim CTO of S&S Health and have always had a deep appreciation for how they collaborate with management teams to help their portfolio companies grow,” says Robert Orefice. “As an entrepreneur, I know the importance of finding a supportive and experienced capital partner, and after gaining that firsthand experience with LMP, I’m excited to utilize my software industry expertise to help their portfolio companies scale and achieve their individual growth initiatives.”

Marshall and Robert’s appointment further reinforces LMP's commitment to leveraging the expertise of industry leaders to navigate the evolving landscape of financial services, financial technology and business services and deliver value to their investors and portfolio companies.

About Lovell Minnick Partners

Lovell Minnick Partners is a private equity firm with a 25-year track record of partnering with growth-oriented companies. LMP leverages deep sector experience and a broad network of strategic advisors to help founders scale their companies at an accelerated pace. The firm collaborates with management teams to achieve long-term success and value creation through organic growth and strategic acquisitions. Since inception in 1999, LMP has raised over $4.75 billion of committed capital, invested in more than 50 unique platform companies, and completed over 175 add-on acquisitions. LMP targets growth-oriented, middle-market companies with a particular focus on companies in the financial services, business services and financial technology sectors.

LMP’s Advisory Council members are independent contractors that serve as advisors to the firm as well as its funds and their portfolio companies, and receive compensation for such services from LMP and its affiliates, which has the potential to influence statements made by them.


Ben Howard


Ben Howard