Relation - M&A Summary, Ownership, and Business Overview

InsuranceCompany

Relation M&A Summary

Relation has acquired 71 companies of its own, including 62 in the last 5 years. A total of 2 acquisitions came from private equity firms. It has also divested 1 asset.

Relation has acquired in 22 different US states. The Company’s most targeted sectors include insurance (98%) and business services (3%).

Relation Ownership

Who owns Relation?

Relation is owned by Aquiline Capital Partners. It was acquired on February 21, 2019.

Is Relation PE-backed?

Yes. Relation is owned by private equity investor Aquiline Capital Partners.

Was Relation formerly PE-backed?

Yes. Relation was formerly owned by 3 private investors.

Relation Business Overview

Where is Relation headquartered?

Relation is headquartered in Walnut Creek, California.

How many employees does Relation have?

Relation has 500 employees.

What sector is Relation in?

Relation is an insurance company.

When was Relation founded?

Relation was founded in 2007.

M&A Summary

  • M&A Total Activity71
    • M&A Buy Activity70
    • M&A Sell Activity1
  • Total Sectors Invested 2
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 4

Relation

Relation Insurance Services, Inc.

1277 Treat Boulevard, Suite 400,
Walnut Creek, California 94597
United States,
(800) 404-4969
www.relationinsurance.com

Relation 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 was founded in 2007 and is based in Walnut Creek, California.


M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (11.4/yr) # 13 7 17 23 4 6 70
Sell (0.2/yr) # - - - 1 - - 1
  71

Most Recent M&A

Company Date Value Type
Whitney Oaks Insurance Services, Inc. 2024-08-30 - Add-on Acquisition
Roseville, California · www.whitneyoaksinsurance.com
H Group Benefits, Inc. 2024-07-31 - Add-on Acquisition
Northbrook, Illinois · www.hgroupbenefits.com
York Insurance Services, Inc. 2024-05-31 - Add-on Acquisition
Forest Hill, Maryland · www.yorkinsuranceservices.com
Elite Insurance Agency, Inc. 2024-05-20 - Add-on Acquisition
Brooklyn, New York
The Haney Co., Inc. 2024-05-01 - Add-on Acquisition
Silver Spring, Maryland
Jones & Lowe Agency, Inc. 2024-03-01 - Add-on Acquisition
Brownfield, Texas · www.jonesandloweagency.com
Kane Insurance Agency, Inc. 2023-12-14 - Add-on Acquisition
Salem, Illinois · www.kaneinsurance.com
HR Virtual Solutions LLC 2023-11-06 - Add-on Acquisition
, Illinois
North Shore Benefit Partners Corp. 2023-11-06 - Add-on Acquisition
, Illinois
Laird Insurance Agency 2023-01-03 - Add-on Acquisition
Kilgore, Texas · www.lairdins.com
View All >>

M&A by Sector

Sector Buy # Value Sell # Value
Insurance 68 (97%) - 1 (100%) -
Business Services 2 (3%) - - -
Total 70 - 1 -

By Geo

State/Country Buy Value Sell Value
United States 70 - 1 -
  California 13 - 1 -
  North Carolina 11 - - -
  South Carolina 7 - - -
  Illinois 5 - - -
  Connecticut 5 - - -
  Texas 4 - - -
  Maryland 4 - - -
  New York 3 - - -
  Delaware 3 - - -
  Virginia 2 - - -
  Arkansas 2 - - -
  Wisconsin 1 - - -
  Oklahoma 1 - - -
  Ohio 1 - - -
  New Hampshire 1 - - -
  Nebraska 1 - - -
  Massachusetts 1 - - -
  Louisiana 1 - - -
  Kansas 1 - - -
  Georgia 1 - - -
  Florida 1 - - -
  Arizona 1 - - -
Total 70 - 1 -

M&A Connections

Deals
Acquired from
Investor(s)
1%
1 (1%)
Strategic(s)
10%
7 (10%)
Divested to
Strategic(s)
100%
1 (100%)

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