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Warner Pacific Acquires Beta Health Association’S Dental Health Platform

Jun 01, 2022•over 3 years ago

Acquiring Company

Warner Pacific

Acquired Company

Beta Health

Westlake VillageSoftwareFinancial ServicesSportsHealth Care

Description

Warner Pacific (the “Company”), a leading employee benefits–focused General Agency with locations in California, Colorado, and Texas, announced today the acquisition of Beta Health Association’s (“Beta Health”) commercial dental health platform. Beta Health was a provider of group voluntary and contributory dental, vision, life, and disability products in Colorado prior to the acquisition. This is the Company’s first acquisition since entering into a strategic partnership with private equity firm Lovell Minnick Partners in January 2022. Terms of the transaction were not disclosed.

Company Information

Company

Warner Pacific

Location

Westlake Village, California, United States

About

Warner Pacific is a nationally recognized General (GA) and consulting partner, dedicated to empowering brokers across the United States. With over $10 billion in in-force premiums, servicing more than 80,000 in-force groups, and a team of 560+ professionals, Warner Pacific delivers unparalleled support and expertise. For over 40 years, Warner Pacific has provided comprehensive employee benefits solutions, compliance assistance, HR resources, and cutting-edge technology to insurance brokers and agents in California, Colorado, Illinois, Iowa, New York, Ohio, Oklahoma, Texas, Florida, and Minnesota. As a top-producing GA for many of the nation’s largest insurance carriers, Warner Pacific has forged strategic partnerships with over 180 carriers.

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M&A Insights

Based on deal data
Integration timeline
70% of M&A integrations take 12-24 months to complete
Tech stack consolidation
83% of merged companies consolidate technology vendors within first year
Post-acquisition investment
Companies increase IT spending by 23% on average after acquisitions
Success factor
M&A deals with strong technology integration plans are 2.5x more likely to succeed