M&A Deal Summary

Relation Acquires The Wills Agency

On May 11, 2022, Relation acquired insurance company The Wills Agency

Acquisition Highlights
  • This is Relation’s 51st transaction in the Insurance sector.
  • This is Relation’s 53rd transaction in the United States.
  • This is Relation’s 7th transaction in South Carolina.

M&A Deal Summary
Date 2022-05-11
Target The Wills Agency
Sector Insurance
Buyer(s) Relation
Deal Type Add-on Acquisition

Target

The Wills Agency

Batesburg-Leesville, South Carolina, United States
The Wills Agency is a provider of personal and commercial lines insurance solutions to clients throughout South Carolina and was founded in 1964 and is headquartered in Batesburg, South Carolina.

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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 53 of 70
Sector (Insurance) 51 of 68
Type (Add-on Acquisition) 45 of 62
State (South Carolina) 7 of 7
Country (United States) 53 of 70
Year (2022) 16 of 23
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2022-05-10 Guaraldi

Lebanon, New Hampshire, United States

Guaraldi provides personal and commercial lines insurance solutions to clients. Guaraldi was founded in 1969 and is based in Lebanon, New Hampshire.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2022-06-20 G2 Insurance Services

California, United States

G2 Insurance Services is an independent, full-service property and casualty insurance brokerage firm focused on the risk management needs of for-profit companies, non-profit organizations, equine mortality, the farm and ranch industries and high-net-worth individuals and families. G2 Insurance Services is based in San Francisco, California.

Buy -
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