Relation Insurance Services Acquires Assets of North Shore Benefit Partners and HR Virtual Solutions

Relation Insurance Services Acquires H Group Benefits, Inc.

June 30, 2024

Insurance

Relation Insurance Services acquired the assets of H Group Benefits, Inc., effective June 30, 2024; terms were not disclosed. H Group Benefits (based in Northbrook, Illinois) will operate as part of Relation’s Employee Benefits consulting practice with David Heller continuing to manage the Northbrook office. Relation is a PE‑backed insurance brokerage (backed by Aquiline Capital Partners) expanding its geographic footprint and benefits capabilities.

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 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.

Relation Insurance Services Acquires Taylor & Associates Benefits Services

January 7, 2019

Insurance

Relation Insurance Services, a PE-backed national insurance brokerage, has acquired Taylor & Associates Benefits Services, a Modesto, California-based employee benefits brokerage. The acquisition expands Relation's employee benefits footprint in California's Central Valley and strengthens its specialty service offerings; terms were not disclosed.

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 York Insurance Services, Inc.

May 31, 2024

Insurance

Relation Insurance Services (backed by Aquiline Capital Partners) acquired the assets of York Insurance Services, Inc., effective May 31, 2024; terms were not disclosed. York, an insurance agency based in Forest Hill, Maryland, will remain managed by owner Walter "Butch" Tilley as part of the Relation family, extending Relation's geographic footprint and carrier access.