M&A Deal Summary

Relation Acquires Brooks McCall

On April 6, 2022, Relation acquired insurance company Brooks McCall

Acquisition Highlights
  • This is Relation’s 45th transaction in the Insurance sector.
  • This is Relation’s 47th transaction in the United States.
  • This is Relation’s 3rd transaction in Delaware.

M&A Deal Summary
Date 2022-04-06
Target Brooks McCall
Sector Insurance
Buyer(s) Relation
Deal Type Add-on Acquisition

Target

Brooks McCall

Wilmington, Delaware, United States
Brooks McCall is an independent agency providing personal insurance products to clients in Delaware and the surrounding areas. Brooks McCall is located in Wilmington, Delaware.

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Buyer(S) 1

Buyer

Relation

Walnut Creek, California, United States
Category Company
Founded 2007
Sector Insurance
Employees500
DESCRIPTION

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 47 of 70
Sector (Insurance) 45 of 68
Type (Add-on Acquisition) 42 of 62
State (Delaware) 3 of 3
Country (United States) 47 of 70
Year (2022) 10 of 23
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2022-04-05 BRK Insurance Group

New Orleans, Louisiana, United States

BRK Insurance Group provides employee benefits and commercial lines insurance solutions to clients throughout Louisiana and is headquartered in New Orleans, Louisiana.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2022-04-12 Yerkes-Stephens Insurance

Guilford, Connecticut, United States

Yerkes-Stephens provides personal and commercial lines insurance solutions. Yerkes-Stephens was founded in 1980 and is based in Guilford, Connecticut.

Buy -
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