Warner Pacific Acquires BeneUSA

Warner Pacific Acquires Five General Agencies from Acrisure

December 1, 2024

Insurance

Warner Pacific, a Lovell Minnick Partners–backed national general agency, acquired five Acrisure general agencies effective December 1, 2024. The deal brings five regional general agencies (Employee Benefit Risk Management; Group Benefit LTD; Professional Group Marketing; National United Brokers; Mature Health Services) into Warner Pacific to expand its national footprint, distribution channels and product offerings; financial terms were not disclosed.

Warner Pacific Acquires Beta Health Association's Dental Health Platform

June 1, 2022

Dental

Warner Pacific, a Westlake Village-based employee benefits general agency, has acquired Beta Health Association's commercial dental health platform to expand its ancillary product offerings and deepen partnerships with national carriers. The deal strengthens Warner Pacific's presence in the West and enables brokers to pair Beta Health's dental savings plan with dental plans from national carriers; terms were not disclosed.

Warner Pacific Acquires Brokers Holding Group

January 24, 2026

Financial Services

Warner Pacific, a PE-backed national general agency, has acquired Brokers Holding Group (BHG), a South Carolina–based general agency specializing in level-funded health plans and alternative funding strategies. The deal expands Warner Pacific’s footprint across the Southeast (South Carolina, North Carolina, Georgia and Tennessee) and deepens its capabilities in level-funded employee benefits while BHG will continue operating under its existing brand with co-owners Scott Lee and Lee Long remaining in leadership roles.

NR West / Warner Pacific (The Insurance Exchange) Acquires Foster Benefit Resources

August 2, 2023

Insurance

NR West, the parent company of Dallas-based The Insurance Exchange and part of the Warner Pacific family, has completed the acquisition of Foster Benefit Resources, a North Texas general agency specializing in fully insured and level-funded employee benefits. The deal expands NR West/The Insurance Exchange's footprint and capabilities in North Texas and will integrate Foster Benefits' broker relationships and resources while Foster Benefits' president Kim Foster retires.

Warner Pacific Acquires Local Insurance Advisors

December 19, 2025

Insurance

Warner Pacific, a national general agency backed by Lovell Minnick Partners, has completed the acquisition of Local Insurance Advisors (LIA), an Oklahoma-based Medicare and individual health insurance advisory firm. The deal expands Warner Pacific's Midwest footprint and enhances its Medicare and individual health insurance distribution capabilities, with LIA co-owners joining Warner Pacific as Regional Vice Presidents.

Warner Pacific Acquires Ashmore Agency, Inc.

August 8, 2024

Insurance

Warner Pacific has completed the acquisition of the general agency of Ashmore Agency, Inc., a Lubbock, Texas-based employee benefits consulting and general agency business. The deal expands Warner Pacific's carrier and product portfolio and strengthens its Blue Cross Blue Shield relationships in Texas; Ashmore's co-owner Elizabeth "Beth" Ashmore will remain involved as a consultant.