In a significant move reflecting its aggressive growth strategy, Houston-based Registered Investment Advisor (RIA) Americana Partners has acquired Boulevard Family Wealth in Beverly Hills, California. This marks Americana’s first expansion outside of Texas. To navigate the complexities of this multibillion-dollar deal, Americana worked with Winstead’s Investment Management and Private Funds Industry Group. The team involved in the transaction included Jarratt Watkins, Andrew Rosell, Trip Dyer, Darby Fries, and Matthew Bone. This acquisition adds $1.5 billion in assets under management and highlights Americana’s ambition to establish itself as a leading national RIA.
Read the full announcement here: https://citywire.com/ria/news/americana-expands-into-california-with-1-5bn-firm-buy/a2461323 (Login credentials may be required)
Contacts:
Jarratt Watkins I 817.420.8285 I bklepper@winstead.com
Andrew Rosell I 817.420.8261 I arosell@winstead.com
Trip Dyer | 214.745.5297 | pdyer@winstead.com
Darby Fries | 214.745.5291 | dfries@winstead.com
Matthew Bone | 817.420.8257 | mbone@winstead.com