M&A Deal Summary

Relation Acquires York Insurance

On May 31, 2024, Relation acquired insurance company York Insurance

Acquisition Highlights
  • This is Relation’s 66th transaction in the Insurance sector.
  • This is Relation’s 68th transaction in the United States.
  • This is Relation’s 4th transaction in Maryland.

M&A Deal Summary
Date 2024-05-31
Target York Insurance
Sector Insurance
Buyer(s) Relation
Deal Type Add-on Acquisition

Target

York Insurance

Forest Hill, Maryland, United States
York Insurance provides a full range of insurance products including auto, personal, and business insurance. York is based in Forest Hill, Maryland.

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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 68 of 71
Sector (Insurance) 66 of 69
Type (Add-on Acquisition) 60 of 63
State (Maryland) 4 of 4
Country (United States) 68 of 71
Year (2024) 4 of 7
PREVIOUS 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 -
FOLLOWING 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 -
Mergr

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