M&A Deal Summary |
|
|---|---|
| Date | 2024-07-31 |
| Target | H Group Benefits |
| 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 | 69 of 71 |
| Sector (Insurance) | 67 of 69 |
| Type (Add-on Acquisition) | 61 of 63 |
| State (Illinois) | 5 of 5 |
| Country (United States) | 69 of 71 |
| Year (2024) | 5 of 7 |
| 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 | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2024-08-30 |
Whitney Oaks
Roseville, California, United States Whitney Oaks is an independent insurance agency, that offers all types of personal insurance coverage to clients in California including auto insurance, homeowners insurance, individual life insurance, motorcycle insurance, and boat & watercraft. Whitney Oaks was founded in 2006 and is based in Roseville, California. |
Buy | - |
