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Transaction Summary 

On October 24, 2024, Americana Partners (“Americana”), a wealth advisory firm headquartered in Houston, Texas, announced a strategic investment from Lovell Minnick Partners (“LMP”)

Americana Partners

Founded in 2019, Americana is an independent wealth advisory firm working with a select group of families and individuals to help them simplify the management of their wealth. Headquartered in Houston and with offices in Austin, Dallas and Midland, Americana offers financial planning and investment management services. Americana is part of the Dynasty Financial Partners’ strategic solutions network.

Lovell Minnick 

Lovell Minnick Partners is a private equity firm with a 25-year track record of partnering with growth-oriented companies. LMP leverages deep sector experience and a broad network of strategic advisors to help founders scale their companies at an accelerated pace. The firm collaborates with management teams seeking to achieve long-term success and value creation through organic growth and strategic acquisitions. 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. LMP partners with growth-oriented, middle-market companies with a particular focus in the financial services, business services, and financial technology sectors.