Lovell Minnick Partners Invests in Warner Pacific Insurance Services

Warner Pacific Acquires Local Insurance Advisors

December 19, 2025

Insurance

Warner Pacific, a national general agency backed by Lovell Minnick Partners, has completed the acquisition of Local Insurance Advisors (LIA), an Oklahoma-based Medicare and individual health insurance advisory firm. The deal expands Warner Pacific's Midwest footprint and enhances its Medicare and individual health insurance distribution capabilities, with LIA co-owners joining Warner Pacific as Regional Vice Presidents.

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 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.

Genstar Capital to Become Investor in Worldwide Facilities as Lovell Minnick Exits

August 7, 2019

Insurance

Genstar Capital will become a new investor in Worldwide Facilities, a national wholesale insurance broker, as Lovell Minnick Partners exits its investment; financial terms were not disclosed. Headquartered in Los Angeles with more than 700 employees across 37 offices, Worldwide will partner with Genstar to pursue organic growth and strategic add-on acquisitions while enhancing its technology and product offerings; the deal was expected to close in Q3 2019.

Warner Pacific Acquires Brokers Holding Group

January 24, 2026

Financial Services

Warner Pacific, a PE-backed national general agency, has acquired Brokers Holding Group (BHG), a South Carolina–based general agency specializing in level-funded health plans and alternative funding strategies. The deal expands Warner Pacific’s footprint across the Southeast (South Carolina, North Carolina, Georgia and Tennessee) and deepens its capabilities in level-funded employee benefits while BHG will continue operating under its existing brand with co-owners Scott Lee and Lee Long remaining in leadership roles.

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.