M&A Deal Summary

Relation Acquires Mobeck-Guandalini

On September 13, 2022, Relation acquired insurance company Mobeck-Guandalini

Acquisition Highlights
  • This is Relation’s 57th transaction in the Insurance sector.
  • This is Relation’s 59th transaction in the United States.
  • This is Relation’s 5th transaction in Connecticut.

M&A Deal Summary
Date 2022-09-13
Target Mobeck-Guandalini
Sector Insurance
Buyer(s) Relation
Deal Type Add-on Acquisition

Target

Mobeck-Guandalini

Branford, Connecticut, United States
Mobeck-Guandalini provides a full range of insurance services, based in Branford, Connecticut.

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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 59 of 71
Sector (Insurance) 57 of 69
Type (Add-on Acquisition) 51 of 63
State (Connecticut) 5 of 5
Country (United States) 59 of 71
Year (2022) 22 of 23
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2022-08-16 Innovative Broker Services

Folsom, California, United States

Innovative Broker Services provides full-service employee benefits solutions, based in Folsom, California.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2022-10-17 Relation Education Services

Walnut Creek, California, United States

Relation Education Services provides student health plans, international benefits, faculty and staff benefits, and cultural exchange health plans, while expanding the existing portfolio in areas such as student athletics, amateur sports, and recreational programs.

Sell -
Mergr

Product

Company

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