Lovell Minnick Announces Successful Close of Single Asset Continuation Vehicle for SRS Acquiom

The transaction, led by Carlyle AlpInvest, will enable SRS to accelerate growth and capitalize on new opportunities

PHILADELPHIA & LOS ANGELES & NEW YORK--(BUSINESS WIRE)--Lovell Minnick Partners (“Lovell Minnick”), a private equity firm focused on investments in financial services, business services, and financial technology companies, today announced the successful close of a single asset continuation vehicle for SRS Acquiom (the “Company”), a company that provides a comprehensive platform to help manage merger and acquisition transactions as well as bilateral and syndicated loan facilities.

This transaction, led by Carlyle AlpInvest, further extends Lovell Minnick’s longstanding partnership with SRS Acquiom, which began in 2018 when Lovell Minnick completed a majority investment in the Company. In the seven years since Lovell Minnick invested in the Company, SRS Acquiom has grown its breadth and depth of service offerings and expanded internationally. This partnership has resulted in substantial growth in revenue, profitability, and new jobs created throughout the organization, while also generating strong returns for Lovell Minnick’s investors.

Extending this partnership allows current and new investors, co-investors, and members of SRS Acquiom’s management team to continue their active involvement as shareholders alongside Lovell Minnick and Carlyle AlpInvest. It also underscores SRS Acquiom’s broader strategic priorities, including its ongoing international expansion across the UK and Europe, a continued focus on strategic acquisitions, and the Company’s commitment to further growing its presence and suite of tech-enabled solutions in core markets.

“This continuation fund underscores our strong conviction in SRS Acquiom as they further their position as a leader in the transaction services market,” said Steven Pierson, Managing Partner at Lovell Minnick. “As we deepen our partnership with the SRS team, we look forward to providing additional resources to support the Company’s next phase of growth.”

“SRS prioritizes bringing advanced technology and high-quality services to its clients, helping transform the future of how M&A transactions and private credit deals are managed,” said Tom Hutchins, Principal at Lovell Minnick. “We look forward to continuing our work with the Company’s management team to accelerate growth and launch several new solutions for clients.”

“SRS Acquiom has consistently demonstrated strong growth while establishing a differentiated market position,” said Michael Hacker, Partner and Co-Head of Secondary and Portfolio Finance Investments at Carlyle AlpInvest. “Lovell Minnick has built impressive scale with the business over the past decade, and we’re excited to invest alongside them to support SRS Acquiom’s continued momentum.”

“Lovell Minnick shares our vision to streamline the M&A and loan agency processes,” said Paul Koenig, CEO of SRS Acquiom. “This transaction provides additional capital to support strategic acquisitions across our business, complementing our organic growth strategies. In terms of organic growth, the transaction enables us to further invest in our people, technology, and services to continue to deliver a best-in-class experience for our clients, while also supporting our expansion into international markets.”

Evercore served as the primary financial advisor to Lovell Minnick, and Kirkland & Ellis served as the primary legal counsel on the transaction.

About Lovell Minnick

Lovell Minnick Partners is a private equity firm with over 25 years of experience partnering with growth-oriented companies. Lovell Minnick leverages deep sector experience and a broad network of strategic advisors to help management teams scale their companies at an accelerated pace. The firm collaborates with executive teams seeking to achieve long-term success and value creation through organic growth and strategic acquisitions. Since inception in 1999, Lovell Minnick has raised over $6 billion of committed capital, invested in more than 55 unique platform companies and completed over 230 add-on acquisitions. Lovell Minnick targets growth-oriented, middle-market companies with a particular focus on companies in the financial services, business services, and financial technology sectors.

About Carlyle AlpInvest

Carlyle AlpInvest is a leading global private equity investor with $102 billion of assets under management and more than 700 investors as of September 30, 2025. It has invested with over 370 private equity managers and committed over $111 billion across primary commitments to private equity funds, secondary transactions, portfolio financings, and co-investments. Carlyle AlpInvest employs more than 290 people in New York, Amsterdam, Hong Kong, London, and Singapore. For more information, please visit www.carlylealpinvest.com.

About SRS Acquiom

SRS Acquiom delivers the smartest way to run a deal™ with solutions that reduce the administrative burden throughout the entire deal lifecycle. Our services include payments administration and escrow agent services, online document solicitation and reporting, professional shareholder representation, and virtual data rooms. For loan and credit transactions, we provide independent administrative, collateral, and sub-agent services. Since 2007, we have helped sophisticated deal parties reduce administrative drag, so they can focus on what they do best.