M&A Deal Summary

Relation Acquires Yarborough

On April 13, 2022, Relation acquired insurance company Yarborough from Nationwide Mutual Insurance

Acquisition Highlights
  • This is Relation’s 47th transaction in the Insurance sector.
  • This is Relation’s 49th transaction in the United States.
  • This is Relation’s 6th transaction in South Carolina.

M&A Deal Summary
Date 2022-04-13
Target Yarborough
Sector Insurance
Buyer(s) Relation
Sellers(s) Nationwide Mutual Insurance
Deal Type Divestiture

Target

Yarborough

Columbia, South Carolina, United States
Yarborough is a provider of personal and commercial lines insurance solutions to clients throughout South Carolina. Yarborough is headquartered in Columbia, South Carolina.

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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 49 of 71
Sector (Insurance) 47 of 69
Type (Divestiture) 6 of 7
State (South Carolina) 6 of 7
Country (United States) 49 of 71
Year (2022) 12 of 23
PREVIOUS 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 -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2022-04-19 Dahlmeier

Oroville, California, United States

Dahlmeier is an all-lines P&C and Employee Benefits agency providing insurance solutions to clients throughout Northern California. Dahlmeier was established in 1948 and is headquartered in Oroville, California.

Buy -

Seller(S) 1

SELLER

Nationwide Mutual Insurance

Columbus, Ohio, United States
Category Company
Founded 1925
Sector Insurance
DESCRIPTION
Nationwide office in Raleigh, North Carolina.
Nationwide office in Raleigh, North Carolina.

Nationwide is a diversified insurance and financial services organization that provides a full range of personalized insurance and financial services, including auto insurance, motorcycle, boat, homeowners, life insurance, farm, commercial insurance, administrative services, annuities, mortgages, mutual funds, pensions and long-term savings plans. Nationwide was formed in 1925 and is based in Columbus, Ohio.

DEAL STATS #
Overall 6 of 7
Sector (Insurance) 5 of 6
Type (Divestiture) 6 of 7
State (South Carolina) 2 of 2
Country (United States) 6 of 7
Year (2022) 3 of 4
PREVIOUS 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.

Sell -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2022-04-26 Rabon Insurance

Monroe, North Carolina, United States

Rabon Insurance is a provider of personal and commercial lines insurance solutions to clients throughout North Carolina and is headquartered in Monroe, North Carolina.

Sell -
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