M&A Deal Summary

Relation Acquires Mertz Insurance Group

On December 1, 2020, Relation acquired insurance company Mertz Insurance Group

Acquisition Highlights
  • This is Relation’s 16th transaction in the Insurance sector.
  • This is Relation’s 18th transaction in the United States.
  • This is Relation’s 1st transaction in Nebraska.

M&A Deal Summary
Date 2020-12-01
Target Mertz Insurance Group
Sector Insurance
Buyer(s) Relation
Deal Type Add-on Acquisition

Target

Mertz Insurance Group

Omaha, Nebraska, United States
Mertz Insurance Group is a privately-owned insurance brokerage firm that offers property and casualty insurance and risk management services to the organized labor, labor unions, and public entity sectors.

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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 18 of 71
Sector (Insurance) 16 of 69
Type (Add-on Acquisition) 16 of 63
State (Nebraska) 1 of 1
Country (United States) 18 of 71
Year (2020) 5 of 7
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2020-11-03 Glick Insurance Group

Burlington, North Carolina, United States

Glick Insurance Group provides auto, home, life, and business insurance services. The company provides clients with the best service available, quality coverage, and customer care in North Carolina, South Carolina, and West Virginia.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2020-12-08 SK Carney Insurance

North Carolina, United States

SK Carney Insurance, Inc. provides commercial and personal lines insurance solutions from multiple locations throughout the state.

Buy -
Mergr

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