Warner Pacific has acquired Brokers Holding Group, a South Carolina-based general agency known for its expertise in level-funded health plans and alternative funding strategies for employer groups. The deal broadens Warner Pacific’s geographic reach across the Southeast, with an expanded footprint in South Carolina, North Carolina, Georgia, and Tennessee, while deepening the firm’s capabilities in a fast-growing segment of the employee benefits market.
Brokers Holding Group will continue operating under its existing brand, a move intended to maintain continuity for broker partners. Under Warner Pacific, BHG is expected to gain access to a wider set of carrier relationships, technology, and operational resources, while contributing its regional presence and broker relationships to support expansion efforts.
BHG co-owners Scott Lee and Lee Long will remain in leadership roles and will help drive growth across the Southeast and beyond, as Warner Pacific continues to build out its general agency platform through a mix of organic initiatives and targeted acquisitions. The company said it is prioritizing high-growth funding models and strategically important regions as it scales.
Warner Pacific, which is backed by private equity firm Lovell Minnick Partners, positions the acquisition as another step in expanding its national platform serving brokers and employer groups.
KEY QUOTES
“Level funding continues to gain momentum as employers look for greater control, transparency, and predictability in their healthcare spend. We’ve built a strong foundation in this space, and this partnership allows us to build on that expertise while expanding our presence in an important and growing region of the country. BHG brings specialized experience and trusted broker relationships that complement our marketplace and long-term growth strategy, and we look forward to the journey ahead.”
John Nelson, Chief Executive Officer, Warner Pacific
“We’re thrilled to be joining the Warner family. Demand for level-funded solutions is growing rapidly across the country, and Warner Pacific’s scale and resources allow us to meet that demand more effectively while broadening the resources and expertise for our brokers.”
Scott Lee, Principal, Brokers Holding Group
“Warner Pacific shares our broker-first mindset. Together, we’re well-positioned to expand our suite of solutions across South Carolina, North Carolina, Georgia, and Tennessee, as well as integrating these capabilities with brokers nationwide.”
Lee Long, Principal, Brokers Holding Group
