Lovell Minnick Partners Makes Strategic Investment in Americana Partners

October 24, 2024

Funds managed by Lovell Minnick Partners have made a strategic minority investment in Americana Partners, an independent wealth management firm headquartered in Houston. The deal makes LMP the first outside institutional investor while Americana's founders and management remain significant owners; the capital will be used to support geographic expansion, advisor recruitment and strategic initiatives.

Buyers
Lovell Minnick Partners
Targets
Americana Partners
Location
Texas, United States
Transaction Type
Growth capital

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