.
MergerLinks Header Logo

New Deal


Announced

Completed

Lovell Minnick Partners completed the investment in Warner Pacific.

Financials

Edit Data
Transaction Value-
Consideration TypeCash
Capital Owned-
Capital Bid For-
EV/Sales-
EV/EBITDA-
Share Price Premium-
One Off Charge-

Sources

Edit

Tags

Edit

Majority

Outsourced HR and Staffing

Acquisition

Private

Friendly

employee benefits

Private Equity

Single Bidder

United States

Domestic

Completed

Synopsis

Edit

Lovell Minnick Partners, a private equity firm focused on investments in financial services, financial technology and related business services, completed the investment in Warner Pacific, an employee benefits-focused General Agency with locations in California, Colorado and Texas. Financial terms were not disclosed. "Warner Pacific has built a strong reputation as a dependable, best-in-class benefits General Agency specializing in medical and ancillary benefits in California, Colorado and Texas. We believe that Warner Pacific has the scale, platform and management team to become a leading national General Agency under the leadership of John and Dave Nelson, and we are excited to help them execute on their M&A strategy," Trevor Rich, Lovell Minnick Partner.

Search a database of more than 250,000 verified dealmakers

Receive automated updates on global transactions

Follow the activity, relationships and transactions of top dealmakers

No credit card required

© COPYRIGHT 2024 MERGERLINKS LIMITED.

ALL RIGHTS RESERVED.

15 BONHILL STREET, LONDON, EC2A 4DN, UNITED KINGDOM.

CONTACT US