M&A Deal Summary

Relation Acquires Insley Insurance

On September 29, 2021, Relation acquired insurance company Insley Insurance

Acquisition Highlights
  • This is Relation’s 32nd transaction in the Insurance sector.
  • This is Relation’s 34th transaction in the United States.
  • This is Relation’s 2nd transaction in Delaware.

M&A Deal Summary

Date 2021-09-29
Target Insley Insurance
Sector Insurance
Buyer(s) Relation
Deal Type Add-on Acquisition

Target

Insley Insurance

Newark, Delaware, United States
Insley Insurance is an agency providing business, personal, life, health, and financial products to clients in Delaware and the surrounding areas for nearly 35 years. Insley Insurance is based in Newark, 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 34 of 70
Sector (Insurance) 32 of 68
Type (Add-on Acquisition) 31 of 62
State (Delaware) 2 of 3
Country (United States) 34 of 70
Year (2021) 14 of 17
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2021-09-28 Furman Insurance

Greenville, South Carolina, United States

Furman Insurance provides personal and commercial lines insurance solutions to clients. Furman Insurance was founded in 1888 and is based in Greenville, South Carolina.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2021-11-09 Consultative

Olmsted Falls, Ohio, United States

Consultative provides personal and commercial lines insurance solutions to clients throughout Ohio and South Carolina and is headquartered in Olmsted Falls, Ohio.

Buy -