Warner Pacific Acquires Beta Health Association's Dental Health Platform

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.

Warner Pacific Acquires BeneUSA

November 7, 2023

Insurance

Warner Pacific has acquired BeneUSA LLC, an Excelsior, Minnesota-based employee benefits general agency that specializes in ancillary group insurance products such as life, disability, dental, and vision. The deal expands Warner Pacific’s geographic footprint into the Midwest and enhances its ancillary product capabilities and carrier relationships; terms were not disclosed.

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 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.

Lovell Minnick Partners Invests in Warner Pacific Insurance Services

January 11, 2022

Insurance

Lovell Minnick Partners has entered into a partnership with Warner Pacific Insurance Services, providing growth capital to support Warner Pacific's M&A strategy, geographic expansion, and investments in its PRO Suite technology. Warner Pacific will continue to be led by Co-CEOs John and David Nelson and retain its existing management team and employees.

Warner Pacific Acquires Black, Gould & Associates Inc.

April 2, 2025

Insurance

Warner Pacific, a national general agency based in Westlake Village, California, has acquired Black, Gould & Associates Inc. (BGA), a Phoenix-based full-service general agency that provides back-office services to insurance agents and brokers. The acquisition, terms undisclosed, expands Warner Pacific's presence and product capabilities across the Southwest and adds BGA's relationships with over 2,500 agents, 8,000 group clients and tens of thousands of policyholders.