San Diego, CA and Orange County, CA, March 14, 2019 – Objective Capital Partners, a leading middle market investment banking firm located in Southern California and focused on mergers & acquisitions (M&A), capital raising, valuation and strategic advisory services, is pleased to announce that it served as the exclusive financial advisor to Carl Warren, a Third Party Administrator (TPA) specializing in liability and property claims management and subrogation services, on its sale to Claims Technology Group of America, Inc.
“For the past 75 years, our corporate mission has been, and remains, to be the leading claims management provider for our clients” said Tom Boylan, President of Carl Warren. With this acquisition, “Carl Warren will continue to expand operations and improve our service solutions, which brings us one step closer to accomplishing innovative goals. This is just the beginning of many exciting opportunities for our clients and employees.”
“Objective’s advice and collaborative leadership throughout the process helped to drive the best outcome for our firm. Their team’s knowledge and relationships with prospective acquirers also provided exceptional value. They are smart, principled, and bring a tireless work ethic to get the deal done,” said Boylan.
“We are very appreciative of the trust that Carl Warren management and shareholders placed in Objective as their exclusive financial advisor to maximize the value of the company and to identify the right long-term partner in Claims Technology Group of America, Inc.”, said Trever Acers, Managing Director of Objective Capital Partners.
About Objective Capital Partners
Objective Capital Partners, LLC is a leading investment banking firm headquartered in Southern California focused on transactions for privately held companies with enterprise values up to $500 million. Objective Capital offers advisory services ranging from M&A business sale transactions, strategic partnerships, capital raise and business valuations. Founded in 2006, Objective’s seasoned professionals have collectively executed over 500 M&A and advisory engagements within its five industries of focus which are Life Sciences, Healthcare, Technology, Consumer Products and Business Services. Objective Capital is fiercely committed to helping entrepreneurs and business owners maximize the value of their business. For more information on Objective Capital Partners, please visit https://objectivecp.com.
About Carl Warren
Carl Warren & Company is a leading third party administrator of claims management and subrogation services, serving private sector, public sector alternative risk and programs business markets in the United States. The Carl Warren claims handling and subrogation expertise is in General Liability, Automobile Liability, Construction Defect, Property, Professional Liability, Product Liability, Wrongful Acts and Employment Practices Liability. For more information on Carl Warren, please visit https://www.carlwarren.com/.
The above testimonials may not be representative of the experience of other customers and is not a guarantee of future performance or success.
This Press Release is for informational purposes only and does not constitute an offer, invitation or recommendation to buy, sell, subscribe for or issue any securities. While the information provided herein is believed to be accurate and reliable, Objective Capital Partners and BA Securities, LLC make no representations or warranties, expressed or implied, as to the accuracy or completeness of such information. All information contained herein is preliminary, limited and subject to completion, correction or amendment. It should not be construed as investment, legal, or tax advice and may not be reproduced or distributed to any person. Securities and investment banking services are offered through BA Securities, LLC Member FINRA, SIPC. The Principal of Objective Capital Partners are registered representative of BA Securities, LLC. Objective Capital Partners and BA Securities, LLC are separate and unaffiliated entities.