Lovell Minnick Partners Acquires Majority Stake in London & Capital

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

February 29, 2024

Financial Services

London & Capital Group and Waverton Investment Management Group have agreed to merge to create a combined independent wealth management business with over £17 billion AUM. Lovell Minnick Partners, an existing majority shareholder in London & Capital, will take a majority stake in the merged business to provide growth capital and strategic support; Somers will remain a significant shareholder.

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 Acquires Merchant Industry; Vaden Landers Named CEO

September 29, 2025

Payments & Fintech

Funds managed by Lovell Minnick Partners (LMP) have completed a majority acquisition of Merchant Industry, a U.S.-based fintech payments company. Founders retain a substantial minority stake and LMP appointed Vaden Landers as CEO to lead a growth and capability expansion strategy focused on distribution expansion and strategic M&A.

Lovell Minnick Partners Acquires Majority Stake in Definiti LLC

February 2, 2023

Financial Services

Lovell Minnick Partners (LMP) has signed a definitive agreement to acquire a majority stake in Definiti LLC, a national retirement services third‑party administrator. The investment will support Definiti's investments in client service, technology and talent and enable continued organic growth and an aggressive add‑on acquisition strategy; terms were not disclosed.

Lovell Minnick Partners Acquires Majority Stake in S&S Health

October 5, 2023

Healthcare Services

Lovell Minnick Partners (LMP) has made a majority growth investment in S&S Health, a Cincinnati-based provider of administration and technology solutions for health plans serving small and mid-sized employers. The partnership is intended to accelerate S&S Health’s organic growth, enhance operational efficiency, and expand its technology-enabled benefits administration capabilities; terms were not disclosed and the transaction was expected to close in Q4 2023.