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

InsuranceCompany

Relation Insurance Services M&A Summary

Relation Insurance Services has acquired 68 companies of its own, including 59 in the last 5 years. A total of 2 acquisitions came from private equity firms. It has also divested 1 asset.

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

Relation Insurance Services Ownership

Who owns Relation Insurance Services?

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

Is Relation Insurance Services PE-backed?

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

Was Relation Insurance Services formerly PE-backed?

Yes. Relation Insurance Services was formerly owned by 3 private investors.

Relation Insurance Services Business Overview

Where is Relation Insurance Services headquartered?

Relation Insurance Services is headquartered in Walnut Creek, California.

How many employees does Relation Insurance Services have?

Relation Insurance Services has 500 employees.

What sector is Relation Insurance Services in?

Relation Insurance Services is an insurance company.

When was Relation Insurance Services founded?

Relation Insurance Services was founded in 2007.

M&A Summary

  • M&A Total Activity68
    • M&A Buy Activity67
    • M&A Sell Activity1
  • Total Sectors Invested 2
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 4

Relation Insurance Services, Inc.

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

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.


M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (10.8/yr) # 13 7 17 23 4 3 67
Sell (0.2/yr) # - - - 1 - - 1
  68

Most Recent M&A

Company Date Value Type
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
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
T. Edmund Garrity & Co., Inc. 2022-11-15 - Add-on Acquisition
Cambridge, Massachusetts · www.garrity-insurance.com
Relation Education Services 2022-10-17 - Divestiture
Walnut Creek, California
Mobeck-Guandalini Insurance, Inc. 2022-09-13 - Add-on Acquisition
Branford, Connecticut · www.mobeck-guandalini.com
View All >>

M&A by Sector

Sector Buy # Value Sell # Value
Insurance 65 (97%) - 1 (100%) -
Business Services 2 (3%) - - -
Total 67 - 1 -

By Geo

State/Country Buy Value Sell Value
United States 67 - 1 -
  California 12 - 1 -
  North Carolina 11 - - -
  South Carolina 7 - - -
  Connecticut 5 - - -
  Texas 4 - - -
  Illinois 4 - - -
  New York 3 - - -
  Maryland 3 - - -
  Delaware 3 - - -
  Arkansas 2 - - -
  Virginia 2 - - -
  Oklahoma 1 - - -
  Ohio 1 - - -
  New Hampshire 1 - - -
  Nebraska 1 - - -
  Massachusetts 1 - - -
  Louisiana 1 - - -
  Kansas 1 - - -
  Georgia 1 - - -
  Florida 1 - - -
  Arizona 1 - - -
  Wisconsin 1 - - -
Total 67 - 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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