M&A Deal Summary

Warner Pacific Insurance Services Acquires BeneUSA

On November 7, 2023, Warner Pacific Insurance Services acquired insurance company BeneUSA

Acquisition Highlights
  • This is Warner Pacific Insurance Services’ 2nd transaction in the Insurance sector.
  • This is Warner Pacific Insurance Services’ 4th transaction in the United States.
  • This is Warner Pacific Insurance Services’ 1st transaction in Minnesota.

M&A Deal Summary

Date 2023-11-07
Target BeneUSA
Sector Insurance
Buyer(s) Warner Pacific Insurance Services
Deal Type Add-on Acquisition

Target

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.

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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 4 of 5
Sector (Insurance) 2 of 3
Type (Add-on Acquisition) 4 of 5
State (Minnesota) 1 of 1
Country (United States) 4 of 5
Year (2023) 3 of 3
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2023-03-23 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.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2024-08-08 General Agency of Ashmore Agency

Lubbock, Texas, United States

General Agency of Ashmore Agency is a general agency providing employee benefits consulting. General Agency of Ashmore Agency was founded in 1984 and is based in Lubbock, Texas.

Buy -