M&A Deal Summary

Warner Pacific Insurance Services Acquires Agents Marketing Group

On March 23, 2023, Warner Pacific Insurance Services acquired marketing company Agents Marketing Group

Acquisition Highlights
  • This is Warner Pacific Insurance Services’ 1st transaction in the Marketing sector.
  • This is Warner Pacific Insurance Services’ 3rd transaction in the United States.
  • This is Warner Pacific Insurance Services’ 1st transaction in Florida.

M&A Deal Summary
Date 2023-03-23
Target Agents Marketing Group
Sector Marketing
Buyer(s) Warner Pacific Insurance Services
Deal Type Add-on Acquisition

Target

Agents Marketing Group

Miami, Florida, United States
Agents Marketing Group is a General Agency that offers world-class service and expertise to agents and group clients. Its objective is to ensure its clients have the best possible employer benefits solutions. The agency offers its clients up-to-date information on healthcare technology, market developments, and regulatory changes. Agents Marketing Group was formed in 2001 and is based in Miami, Florida.

Search 201,157 Deals Now

SEARCH BY

  • Buyer Type (PE or Strategic)
  • Deal Size ($10M to $10B+)
  • Sector (60 Sectors)
  • Deal Type
  • Geography
  • & More

Try For Free 7-Day Free Trial

Buyer(S) 1

Buyer

Warner Pacific Insurance Services

Westlake Village, California, United States
Category Company
Founded 1982
Sector Business Services
DESCRIPTION

Warner Pacific Insurance Services provides sales assistance, back-office support and a full suite of benefit products and tech-enabled services to insurance agents, principally focused on the small group, large group, and Medicare health insurance markets. Warner Pacific Insurance Services was founded in 1982 and is based in Westlake Village, California.

DEAL STATS #
Overall 3 of 5
Sector (Marketing) 1 of 1
Type (Add-on Acquisition) 3 of 5
State (Florida) 1 of 1
Country (United States) 3 of 5
Year (2023) 2 of 3
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2023-02-28 Insurance Exchange

Dallas, Texas, United States

Insurance Exchange is an independent insurance agency offer group medical policy administration expertise in the business. Insurance Exchange was founded in 1980 and is based in Dallas, Texas.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2023-11-07 BeneUSA

Excelsior, Minnesota, United States

BeneUSA is an Excelsior-based employee benefits General Agency specializing in ancillary group insurance products and services that cater to insurance brokers, agents, and their organizations. BeneUSA is based in Excelsior, Minnesota.

Buy -
Mergr

Product

Company

Legal