M&A Deal Summary

Relation Acquires Dunn

On June 29, 2022, Relation acquired insurance company Dunn

Acquisition Highlights
  • This is Relation’s 54th transaction in the Insurance sector.
  • This is Relation’s 56th transaction in the United States.
  • This is Relation’s 4th transaction in Connecticut.

M&A Deal Summary
Date 2022-06-29
Target Dunn
Sector Insurance
Buyer(s) Relation
Deal Type Add-on Acquisition

Target

Dunn

Middletown, Connecticut, United States
Dunn provides personal and commercial lines insurance solutions to clients, headquartered in Middletown, Connecticut.

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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 56 of 71
Sector (Insurance) 54 of 69
Type (Add-on Acquisition) 48 of 63
State (Connecticut) 4 of 5
Country (United States) 56 of 71
Year (2022) 19 of 23
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2022-06-28 Bohannon

Modesto, California, United States

Bohannon is an independent insurance agency, that specializes in providing individuals and businesses with the best insurance package, based in Modesto, California.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2022-07-19 Insurance

Owings Mills, Maryland, United States

Insurance provides personal and commercial lines insurance solutions and employee benefits to clients, based in Owings Mills, Maryland.

Buy -
Mergr

Product

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