M&A Deal Summary

Relation Acquires Sundance Insurance Agency

On January 6, 2016, Relation acquired insurance company Sundance Insurance Agency

Acquisition Highlights
  • This is Relation’s 7th transaction in the Insurance sector.
  • This is Relation’s 7th transaction in the United States.
  • This is Relation’s 1st transaction in Arizona.

M&A Deal Summary
Date 2016-01-06
Target Sundance Insurance Agency
Sector Insurance
Buyer(s) Relation
Deal Type Add-on Acquisition

Target

Sundance Insurance Agency

Yuma, Arizona, United States
Sundance is a full service property and casualty insurance broker with an outstanding, well-established brand and reputation in the Yuma community.

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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 7 of 71
Sector (Insurance) 7 of 69
Type (Add-on Acquisition) 6 of 63
State (Arizona) 1 of 1
Country (United States) 7 of 71
Year (2016) 1 of 2
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2015-04-15 Belvedere Pacific Insurance Services

Corte Madera, California, United States

Belvedere Pacific Insurance Services is a full-service employee benefits and insurance brokerage firm leveraging experience, latest technologies, wellness solutions, outsourcing, and group insurance to help its clients meet their employee benefit objectives.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2016-10-04 Greenpoint Insurance Group

High Point, North Carolina, United States

Greenpoint Insurance Group, Inc. is a provider of insurance products across 4 locations throughout NC and VA.

Buy -
Mergr

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