M&A Deal Summary |
|
|---|---|
| Date | 2024-05-20 |
| Target | Elite Insurance |
| 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 | 67 of 71 |
| Sector (Insurance) | 65 of 69 |
| Type (Add-on Acquisition) | 59 of 63 |
| State (New York) | 3 of 3 |
| Country (United States) | 67 of 71 |
| Year (2024) | 3 of 7 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2024-05-01 |
Haney
Silver Spring, Maryland, United States Haney provides a full range of employee benefits and commercial and personal insurance products, Haney is based in Silver Spring, Maryland. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2024-05-31 |
York Insurance
Forest Hill, Maryland, United States York Insurance provides a full range of insurance products including auto, personal, and business insurance. York is based in Forest Hill, Maryland. |
Buy | - |
