M&A Deal Summary |
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Date | 2022-05-11 |
Target | The Wills Agency |
Sector | Insurance |
Buyer(s) | Relation |
Deal Type | Add-on Acquisition |
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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 | # |
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Overall | 53 of 71 |
Sector (Insurance) | 51 of 69 |
Type (Add-on Acquisition) | 45 of 63 |
State (South Carolina) | 7 of 7 |
Country (United States) | 53 of 71 |
Year (2022) | 16 of 23 |
DATE | TARGET | DEAL TYPE | VALUE |
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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 | - |
DATE | TARGET | DEAL TYPE | VALUE |
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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 | - |