Lovell Minnick Partners, a private equity firm focused on financial services, technology and business services investments, has promoted Roumi Zlateva and Jason Klein to principal. Going forward the two principals will work on the firm’s investment team and continue to source and lead investments in financial services and technology.
Zlateva joined the firm as a vice president in 2017 and has over 11 years of experience in private markets. Prior to joining Lovell, she served as a director in the financial institutions group at UBS Securities as well as Oak Hill Capital Partners and Morgan Stanley.
Klein joined the firm as an associate in 2011 and rejoined the firm in 2021 as a vice president. Prior to LMP, Klein served as a vice president on the financial services investment team at Pine Brook Partners.
“Roumi and Jason are outstanding members of our team who have demonstrated their ability to navigate an incredibly robust dealmaking environment while continuing to deliver value-add for our investors, portfolio companies and the firm alike,” said Steven Pierson, managing partner at Lovell Minnick Partners. “We are honored to recognize Roumi’s and Jason’s contributions to our firm, and we look forward to their continued growth in the years to come.”