Relation Insurance Services Acquires Assets of Bohannon Insurance Group

Relation Insurance Services Acquires the Assets of Guaraldi Insurance

May 10, 2022

Insurance

Relation Insurance Services, a PE-backed national insurance brokerage based in Walnut Creek, California, acquired the assets of New Hampshire-based Guaraldi Insurance. Terms were not disclosed; Tim Guaraldi will continue to lead the Guaraldi team under Relation as the firm expands its Northeast footprint.

Relation Insurance Services Acquires Insurance, Inc.

July 19, 2022

Insurance

Relation Insurance Services, a PE-backed national insurance brokerage, acquired the assets of Maryland-based Insurance, Inc., a personal, commercial and employee-benefits insurance agency headquartered in Owings, Maryland. The deal terms were not disclosed; Insurance, Inc. principals Amir Krell and Tracy Sutton will continue to lead the business under Relation.

Relation Insurance Services Acquires Assets of Allen Insurance Group

January 18, 2022

Insurance

Relation Insurance Services, a PE-backed national insurance brokerage, acquired the assets of Georgia-based Allen Insurance Group in December 2021. The deal expands Relation's presence in Georgia and strengthens its commercial trucking insurance capabilities; Allen's leaders Gary Allen and Tricia Adams will continue to run the business.

Relation Insurance Services Acquires the Assets of Dunn Insurance, Inc.

June 29, 2022

Insurance

Relation Insurance Services, a PE-backed national insurance brokerage, acquired the assets of Connecticut-based Dunn Insurance, Inc., expanding Relation’s presence in Connecticut and the eastern U.S. Terms were not disclosed; Dunn will continue to be led by Ronald Dunn as part of Relation. The deal is an add-on to Relation’s platform backed by Aquiline Capital Partners.

Relation Insurance Services Acquires Whitney Oaks Insurance Services

August 30, 2024

Insurance

Relation Insurance Services acquired the assets of Whitney Oaks Insurance Services, Inc., effective August 30, 2024. The Roseville, California-based agency — which specializes in serving construction firms and contractors — will operate as part of Relation, with Whitney Oaks' vice presidents continuing to manage the office.

Relation Insurance Services Acquires SouthEast Agency LLC Assets

July 14, 2021

Insurance

Relation Insurance Services, a PE-backed national insurance brokerage, acquired the assets of Connecticut-based SouthEast Agency LLC. The acquisition — terms undisclosed — adds SouthEast’s P&C expertise (contractors, commercial transportation, hospitality and real estate) to Relation’s East Region, with Jay Lorinsky remaining in a leadership role.