M&A Deal Summary

Relation Insurance Services Acquires Mobeck-Guandalini

On September 13, 2022, Relation Insurance Services acquired insurance company Mobeck-Guandalini

Acquisition Highlights
  • This is Relation Insurance Services’ 57th transaction in the Insurance sector.
  • This is Relation Insurance Services’ 59th transaction in the United States.
  • This is Relation Insurance Services’ 5th transaction in Connecticut.

M&A Deal Summary

Date 2022-09-13
Target Mobeck-Guandalini
Sector Insurance
Buyer(s) Relation Insurance Services
Deal Type Add-on Acquisition

Target

Mobeck-Guandalini

Branford, Connecticut, United States
website
Mobeck-Guandalini provides a full range of insurance services, based in Branford, Connecticut.

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Buyer(S) 1

Buyer

Relation Insurance Services

Walnut Creek, California, United States

website


Category Company
Founded 2007
Sector Insurance
Employees500
DESCRIPTION

Relation Insurance Services, Inc. is a premier insurance broker that offers superior risk-management and benefits-consulting services through its family of brands across the U.S. It is ranked by Insurance Journal within the top 45 largest agencies in the country by revenue and has nearly 500 employees in more than 30 locations nationwide. Relation Insurance Services was founded in 2007 and is based in Walnut Creek, California.


DEAL STATS #
Overall 59 of 64
Sector (Insurance) 57 of 62
Type (Add-on Acquisition) 51 of 56
State (Connecticut) 5 of 5
Country (United States) 59 of 64
Year (2022) 22 of 23
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2022-08-16 Innovative Broker Services

Folsom, California, United States

Innovative Broker Services provides full-service employee benefits solutions, based in Folsom, California.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2022-10-17 Relation Education Services

Walnut Creek, California, United States

Relation Education Services provides student health plans, international benefits, faculty and staff benefits, and cultural exchange health plans, while expanding the existing portfolio in areas such as student athletics, amateur sports, and recreational programs.

Sell -