Warner Pacific Insurance Services, Inc.
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Warner Pacific Insurance Services, Inc. - overview
Established
1982
Location
Westlake Village, CA, US
Primary Industry
Insurance
About
Based in California, US and founded in 1982, Warner Pacific Insurance Services, Inc. operates as an employee benefit focused general agency. John Nelson and David Nelson are the co-CEOs of the company as of 2021. In January 2022, Lovell Minnick Partners acquired Warner Pacific Insurance Services, Inc.
It has around 300 employees as of 2021. The company provides insurance agents with sales assistance, back-office support, and a full suite of benefit administration products and technology-enabled services, with an emphasis on the small group, large group, and Medicare health insurance sectors. The acquisition by Lovell Minnick Partners will allow Warner Pacific Insurance Services, Inc. to fuel its growth both organically and through mergers and acquisitions in new and existing geographies.
Current Investors
Lovell Minnick Partners
Primary Industry
Insurance
Sub Industries
Health Insurance, Insurance Intermediaries
Website
www.warnerpacific.com
Verticals
InsureTech
Company Stage
Mature - Buyout
Total Amount Raised
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Warner Pacific Insurance Services, Inc. - deals
| Deals Type | Deal Status | Target (s) | Deal Date | Investor(s) | Seller(s) | Deal size (Mn) | Enterprise value (Mn) | Post-money valuation (Mn) | EBITDA multiple (x) | Revenue multiple (x) | Lead partner (s) |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Add-on | Completed | Brokers Holding Group, LLC | - | ||||||||
| Add-on | Completed | Local Insurance Advisors | - | ||||||||
| Add-on | Completed | Black, Gould & Associates, Inc. | - | ||||||||
| Add-on, Corporate Carve Out, Trade Sale | Completed | Group Benefits, Ltd. | - | ||||||||
| Add-on, Corporate Carve Out, Trade Sale | Completed | Mature Heath Services, Inc. | - |
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