Lovell Minnick Makes Strategic Investment in Dynasty-backed Americana

Americana Partners announced that private equity firm Lovell Minnick Partners has made a strategic investment in the Dynasty Financial Partners-backed, high- and ultra-high-net-worth RIA.

The move, announced in an October 24 press release, confirms prior reports that Lovell Minnick was looking to invest in Americana, as reported by Dakota on October 17. Following the deal, Lovell will be the Houston-based Americana’s first outside institutional investor, but will maintain its current employee-controlled leadership structure, and Americana’s leadership team and employees will continue to be “significant” owners of the business.

Americana offers wealth advisory and family office services and supports HNW and UHNW clients across the US. It also recently added a division to serve Latin American clients.

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

View the press release here.