M&A Deal Summary |
|
|---|---|
| Date | 2025-07-01 |
| Target | Advantage Insurance Group |
| Sector | Insurance |
| Buyer(s) | Relation |
| Deal Type | Add-on Acquisition |
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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.
| DEAL STATS | # |
|---|---|
| Overall | 74 of 76 |
| Sector: Insurance M&A | 72 of 74 |
| Type: Add-on Acquisition M&A Deals | 65 of 67 |
| State: Oklahoma M&A | 2 of 2 |
| Country: United States M&A | 74 of 76 |
| Year: 2025 M&A | 3 of 5 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2025-06-26 |
Albert G. Ruben
United States Albert G. Ruben provides specialized insurance services to major film studios, independent production companies, Broadway, and multinational corporations. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2025-08-01 |
Bridlewood Insurance Services
San Diego, California, United States Bridlewood Insurance Services specializes in Medicare coverage, including Medicare A and B, Medicare Advantage (part C), Medicare prescription drug (part D), and Medicare supplemental plans. Bridlewood Insurance Services was formed in 2014 and is headquartered in San Diego, California. |
Buy | - |
