Lovell Minnick Partners Takes Majority Stake as London & Capital and Waverton Merge

Lovell Minnick Partners Acquires Majority Stake in London & Capital

June 9, 2022

Wealth Management

Lovell Minnick Partners (LMP) has signed a definitive agreement to acquire a majority stake in London & Capital, a London-based wealth and asset manager with £4.1 billion AUM. London & Capital's management and the Freedman family will retain a significant minority stake and reinvest; the deal is intended to support international expansion, technology investment and accelerated growth.

Lovell Minnick Partners Invests in Warner Pacific Insurance Services

January 11, 2022

Insurance

Lovell Minnick Partners has entered into a partnership with Warner Pacific Insurance Services, providing growth capital to support Warner Pacific's M&A strategy, geographic expansion, and investments in its PRO Suite technology. Warner Pacific will continue to be led by Co-CEOs John and David Nelson and retain its existing management team and employees.

Lovell Minnick Partners Makes Strategic Growth Investment in Cohen & Company

December 31, 2024

Accounting & Tax

Lovell Minnick Partners (LMP) has made a strategic growth investment in Cohen & Company, a national assurance, tax and business advisory firm. The minority growth capital will support Cohen & Company’s technology investments, expansion of service offerings, and broader strategic growth plan, while enabling an increase in employee equity ownership under a new alternative practice structure.

Lovell Minnick Partners Makes Strategic Investment in Americana Partners

October 24, 2024

Financial Services

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.

Lovell Minnick Partners Makes Growth Investment in STP Investment Services

March 9, 2022

Financial Services

Lovell Minnick Partners has made a significant growth investment in STP Investment Services to support the firm's investments in innovation, technology, workflow and talent and to accelerate its M&A strategy. STP, a technology-enabled investment operations and fund administration provider, will continue to be led by its existing management team with Lovell Minnick joining the board; terms were not disclosed.

Lovell Minnick Partners Makes Strategic Investment in Valor PayTech

October 6, 2025

Payments & Fintech

Funds managed by Lovell Minnick Partners have made a strategic growth investment in Valor PayTech, the point-of-sale software and payment technology provider. Valor will remain led by CEO Eric Bernstein and will use the capital and LMP's operational support to scale operations, accelerate innovation, and pursue strategic investments and acquisitions.