M&A Deal Summary

Warner Pacific Insurance Services Acquires Local Insurance Advisors

On December 19, 2025, Warner Pacific Insurance Services acquired insurance company Local Insurance Advisors

Acquisition Highlights
  • This is Warner Pacific Insurance Services’ 5th transaction in the Insurance sector.
  • This is Warner Pacific Insurance Services’ 7th transaction in the United States.
  • This is Warner Pacific Insurance Services’ 1st transaction in Oklahoma.

M&A Deal Summary

Date 2025-12-19
Target Local Insurance Advisors
Sector Insurance
Buyer(s) Warner Pacific Insurance Services
Deal Type Add-on Acquisition

Target

Local Insurance Advisors

Oklahoma City, Oklahoma, United States
Local Insurance Advisors (“LIA”) is an insurance advisory firm focused on individual health insurance and Medicare solutions. It supports individuals and families by providing guidance across the Medicare landscape, including plan selection and ongoing coverage support. Local Insurance Advisors is based in Oklahoma City.

Search 214,981 Deals Now

SEARCH BY

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

Try Free

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 7 of 7
Sector: Insurance M&A 5 of 5
Type: Add-on Acquisition M&A Deals 7 of 7
State: Oklahoma M&A 1 of 1
Country: United States M&A 7 of 7
Year: 2025 M&A 2 of 2
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2025-04-02 Black Gould & Associates

Phoenix, Arizona, United States

Black, Gould & Associates is a full-service general agency that provides services to over 2,500 agents and agencies and represents more than 8,000 group insurance clients and 60,000 individual policyholders. Black, Gould & Associates was formed in 1980 and is based in Phoenix, Arizona.

Buy -