Announced

Completed

Lovell Minnick Partners completed the investment in Americana Partners.

Synopsis

Lovell Minnick Partners, a private equity firm focused on investments in financial services, business services and financial technology companies, completed the investment in Americana Partners, an independent wealth management firm. Financial terms were not disclosed. “We are thrilled to partner with LMP. This is an important milestone for our firm, and it underscores our commitment to building the right destination for our clients and financial advisors. We chose to work with LMP because of their extensive track record in accelerating growth for successful wealth management organizations, their deep bench of resources to support strategic acquisitions, and their underlying philosophy as partners and investors. Together, we share a common vision for what we want to accomplish, and that starts with delivering the best solutions possible for our clients and creating an environment in which our employees and advisors can thrive,” Jason Fertitta, Americana CEO.

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