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Steve Pierson

Managing Partner

Lovell Minnick Partners

New York, NY, USA

Steve Pierson

Phelan & Partners

MVC Capital Inc.

Steve Pierson’s Biography

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Steve Pierson is a Managing Partner at private equity firm, Lovell Minnick Partners. Founded in 1999, Lovell Minnick focuses on investments in the global financial services and fintech industries, including related technology and business services companies. Steve chairs Lovell Minnick’s partner committee and is a member of the firm’s investment committee.

Steve’s career as an investment banker spans more than two decades with an impressive track record in acquisitions and high-level deals. Prior to joining Lovell Minnick, he served as Head of FIG Americas and Global Head of Financial Technology & Services at Swiss multinational bank, UBS. In 2007, as Managing Director and Co-Head of FIG Americas at Credit Suisse, Steve made a name for himself as he advised on State Street's $4.5 billion acquisition of Investors Bank & Trust Co. With this recognition, Steve became a sought-after expert in acquisitions, advising on many deals, including the $3B sale of Worldpay from RBS Group to Advent International and Bain Capital in 2010.

In his early career, Steve worked at Putnam Lovell NBF... Steve Pierson is a Managing Partner at private equity firm, Lovell Minnick Partners. Founded in 1999, Lovell Minnick focuses on investments in the global financial services and fintech industries, including related technology and business services companies. Steve chairs Lovell Minnick’s partner committee and is a member of the firm’s investment committee.

Steve’s career as an investment banker spans more than two decades with an impressive track record in acquisitions and high-level deals. Prior to joining Lovell Minnick, he served as Head of FIG Americas and Global Head of Financial Technology & Services at Swiss multinational bank, UBS. In 2007, as Managing Director and Co-Head of FIG Americas at Credit Suisse, Steve made a name for himself as he advised on State Street's $4.5 billion acquisition of Investors Bank & Trust Co. With this recognition, Steve became a sought-after expert in acquisitions, advising on many deals, including the $3B sale of Worldpay from RBS Group to Advent International and Bain Capital in 2010.

In his early career, Steve worked at Putnam Lovell NBF Securities from 1995-2007, where he was appointed as Managing Director and Head of Investment Banking. Hee also worked with Putnam’s private equity arm at the time, Putnam Lovell Capital Partners. In 2004, Putnam Lovell Capital Partners was restructured as an independent company and renamed Lovell Minnick Partners.

Steve has extensive experience in the Fintech sector, evident in his recognition as a leading Fintech professional in the 2017 Institutional Investor Fintech Finance 40. He is a Board member of numerous finance and technology companies, including oneZero Financial Systems, SRS Acquiom, Trea Asset Management, National Auto Care and Omni Healthcare Financial, a healthcare-related financial assistance company.

Steve holds an MBA from Duke University’s Fuqua School of Business and completed a BS in Finance & Management at Virginia Tech, Pamplin College of Business. moreless

Steve Pierson’s Newsfeed

Private Equity Wire

Winners announced for Private Equity US Awards 2021

Lovell Minnick Partners was named Best Buyout Manager for fund size up to USD2.5bn at the 2021 Private Equity Wire US Awards.

The Deal

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

Steve Pierson, Managing Partner of Lovell Minnick Partners, joined The Deal’s podcast, Behind the Buyouts, to discuss how smaller fintech companies have driven large financial institutions to hire, acquire or partner with them to boost growth and innovation. Pierson also discussed recent sales and acquisitions made by Lovell Minnick.

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Steve Pierson’s Background

Lovell Minnick Partners

Managing Partner

Jun 2016 - Present

New York, NY, USA

Lovell Minnick Partners focuses on investments in the global financial services industry, which includes the technology related to these services as well as companies offering business services. Lovell Minnick aims to add value for investors by managing growth initiatives and strategic activity, while also directing operational improvements.

UBS

Head of FIG Americas and Global Head of Financial Technology & Services

Nov 2013 - May 2016

New York, NY, USA

UBS is a global financial services firm with a focused model built around clients and their needs, with an emphasis on informed advice, tailored ideas & solutions and best-in-class execution.

Credit Suisse

Managing Director, Co-Head of FIG Americas

Jan 2007 - Jun 2012

Credit Suisse is a leading financial services institution that focuses on wealth management, investment banking and other financial services. It is headquartered in Switzerland and is known for its strict confidentiality policies and discretion.

Putnam Lovell NBF Securities Inc.

Managing Director, Head of Investment Banking

Jun 1995 - Jan 2007

New York, NY, USA

Putnam Lovell NBF Securities was a leading investment bank based in New York as a subsidiary of National Bank Financial Inc. In 2007 the company was acquired by multinational investment bank, Jefferies Group.

Signet Bank AS

Vice President

Jun 1990 - Aug 1993

Signet Bank AS is a private bank that was established in 1992 under the Latvian Business Bank. Signet has a boutique approach and pride themselves in offering personalized and customized solutions.

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Steve Pierson’s Gallery

Current Board Positions

Lovell Minnick Partners

Chairman of Management Committee | Member of Investment Committee

New York, NY, USA

Apart from his role as Managing Partner of Lovell Minnick, Steve also chairs the firm's management committee and is a member of the investment committee.

Glofin

Board of Directors

Huntersville, NC, USA

Global Financial Credit provides financial support, in the form of a cash advance, to both commercial and individual clients for healthcare-related issues.

oneZero Financial Systems

Board of Directors

Cambridge, MA, USA

oneZero Financial Systems offers financial technology development to brokerages. As a leader in their field, oneZero provides technology for multi-asset class execution, distribution & analytics with the aim of connecting the forex market to technology.

SRS Acquiom Inc.

Board of Directors

Denver, CO, USA

SRS Acquiom is a platform that facilitates complex financial transactions during M&As and bilateral or syndication loan deals in order to ensure a more effective and seamless process.

Trea Asset Management

Board of Directors

Madrid, ES

Trea Asset Management is a boutique asset management firm that is backed by Lovell & Minnick. It is based in Madrid and has over €4.6 billion under its management.

National Auto Care

Board of Directors

Westerville, OH, USA

National Auto Care offers finance & insurance, administration, consulting, training and marketing support to a range of clients in the automotive industry. These include agents, insurance companies, financial institutions and manufacturers across the United States.

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Previous Board Positions

UBS

Member of Investment Committee, UBS FinTech Strategic Investment Group

New York, NY, USA

With more than 66,000 colleagues across 50 countries, UBS works with individuals, families, institutions, and corporations around the world. UBS offers wealth management advisory, investment banking, and asset management expertise.

Credit Suisse

Vice Chairman, Financial Institutions Group

Jan 2007 - Jun 2012

New York, NY, USA

Headquartered in Zurich, Switzerland, Credit Suisse is a leading global wealth manager with strong investment banking capabilities. The company has a global reach to about 50 countries worldwide with more than 45,000 employees from over 150 different nations.

Media

In Their Own Words With Lovell Minnick Partners’ Steven Pierson

Interview

May 2020

New York, NY, USA

Steven Pierson, Managing Partner at Lovell Minnick Partners, shares his insights into lessons learned from the past and how the pandemic is affecting the way he works

Bloomberg | Lovell Minnick's Pierson Expects More M&A in Europe

Interview

Nov 2017

New York, NY, USA

Steve is interviewed by Bloomberg’s Jason Kelly, where he talks about Cerberus investing in Deutsche Bank and elaborates on why he predicts that there will be more investments by private equity in Europe going forward.

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Awards & Endorsements

Institutional Investor

Fintech Finance 40

2017

New York, NY, USA

Institutional Investor magazine lists the top financial technology professionals, leaders, experts and visionaries in their Fintech Finance 40 ranking. Steve was ranked at 36 in the 2017 Fintech Finance 40.

Steve Pierson’s Education

Duke University | Fuqua School of Business

MBA

1993 - 1995

Virginia Tech | Pamplin College of Business

BS | Finance and Management

1986 - 1990