M&A Deal Summary

Relation Acquires Haney

On May 1, 2024, Relation acquired insurance company Haney

Acquisition Highlights
  • This is Relation’s 64th transaction in the Insurance sector.
  • This is Relation’s 66th transaction in the United States.
  • This is Relation’s 3rd transaction in Maryland.

M&A Deal Summary
Date 2024-05-01
Target Haney
Sector Insurance
Buyer(s) Relation
Deal Type Add-on Acquisition

Target

Haney

Silver Spring, Maryland, United States
Haney provides a full range of employee benefits and commercial and personal insurance products, Haney is based in Silver Spring, Maryland.

Search 201,292 Deals Now

SEARCH BY

  • Buyer Type (PE or Strategic)
  • Deal Size ($10M to $10B+)
  • Sector (60 Sectors)
  • Deal Type
  • Geography
  • & More

Try For Free 7-Day Free Trial

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 66 of 71
Sector (Insurance) 64 of 69
Type (Add-on Acquisition) 58 of 63
State (Maryland) 3 of 4
Country (United States) 66 of 71
Year (2024) 2 of 7
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2024-03-01 Jones & Lowe

Brownfield, Texas, United States

Jones & Lowe is an independent insurance provider. Jones & Lowe was founded in 1954 and is based in Brownfield, Texas.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2024-05-20 Elite Insurance

Brooklyn, New York, United States

Elite Insurance provides a full range of insurance products including employee benefits, commercial insurance, and high-net-worth personal insurance. Elite Insurance is headquartered in Brooklyn, New York.

Buy -
Mergr

Product

Company

Legal