Lovell Minnick Makes Strategic Investment in $8.5B Americana Partners

Americana Partners, LLC, an independent wealth management firm with over $8.5 billion in assets, has received a strategic investment by funds managed by Lovell Minnick Partners LLC, a private equity firm focused on high-growth, middle market services, and technology companies.

Radnor, PA-based LMP will become the first outside institutional investor in Americana alongside the founders and management team. Americana’s leadership team and employees will continue to be significant owners of the business, and Americana will continue to be managed by its existing leadership team.

Houston-based (and part of the Dynasty Financial Partners network) Americana offers wealth advisory and family office services, including alternative and traditional investments for high-net-worth and ultra-high-net-worth clients across the U.S. and recently added a division to serve Latin American clients.

A cohort of breakaway Morgan Stanley advisors established Americana in 2019, rendering it the largest team to affiliate with Dynasty up to that time. The group began operations with seven advisors among three offices in Texas.

Jason Fertitta, Americana’s CEO, said LMP was chosen because of its track record in “accelerating growth for successful wealth management organizations” as well as its “deep bench of resources to support strategic acquisitions.”

“Our investments are partnerships, and we are aligned with the Americana team’s high-growth strategic vision,” added Trevor Rich, partner at Lovell Minnick Partners.

Since inception in 1999, LMP has raised over $5 billion of committed capital, invested in more than 50 unique platform companies, and completed over 200 add-on acquisitions.

Piper Sandler & Co. served as exclusive financial advisor and Winstead served as legal counsel to Americana. Alston & Bird served as legal counsel to Lovell Minnick Partners.