On October 24, 2024, Lovell Minnick Partners announced its strategic investment in Americana Partners.
Lovell Minnick Partners LLC (“LMP”) announced, on October 24, 2024, its strategic investment in Americana Partners, LLC (“Americana”). Americana’s leadership team and employees will continue to be significant owners of the business, and Americana will continue to be managed by its existing leadership team. Further terms of the transaction were not disclosed.
LMP, based in Philadelphia, is a private equity firm that focuses on investing in technology and business services companies in the global financial services industry. As of October 2024, LMP had raised over $5 billion of committed capital since its inception in 1999.
Americana, based in Houston, offers wealth advisory and family office services, including alternative and traditional investment solutions. Americana serves high-net-worth and ultra-high-net-worth clients across the U.S. Americana is part of the Dynasty Financial Partners’ strategic solutions network. As of October 2024, Americana had $8.5 billion in assets under management. Piper Sandler & Co. served as exclusive financial advisor to Americana on the transaction.
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