M&A Deal Summary

Relation Acquires Whitney Oaks

On August 30, 2024, Relation acquired insurance company Whitney Oaks

Acquisition Highlights
  • This is Relation’s 68th transaction in the Insurance sector.
  • This is Relation’s 70th transaction in the United States.
  • This is Relation’s 13th transaction in California.

M&A Deal Summary
Date 2024-08-30
Target Whitney Oaks
Sector Insurance
Buyer(s) Relation
Deal Type Add-on Acquisition

Target

Whitney Oaks

Roseville, California, United States
Whitney Oaks is an independent insurance agency, that offers all types of personal insurance coverage to clients in California including auto insurance, homeowners insurance, individual life insurance, motorcycle insurance, and boat & watercraft. Whitney Oaks was founded in 2006 and is based in Roseville, California.

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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 70 of 71
Sector (Insurance) 68 of 69
Type (Add-on Acquisition) 62 of 63
State (California) 13 of 14
Country (United States) 70 of 71
Year (2024) 6 of 7
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2024-07-31 H Group Benefits

Northbrook, Illinois, United States

H Group Benefits provides a full range of employee benefit insurance products. H Group Benefits was formed in 1997 and is based in Northbrook, Illinois.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2024-12-09 Business Aviation

Concord, California, United States

Business Aviation specializing in aviation insurance. Business Aviation was founded in 2002 and is based in Concord, California.

Buy -
Mergr

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