Relation Insurance Services Acquires SouthEast Agency LLC Assets

Relation Insurance Services Acquires The SIG Insurance Agencies

July 21, 2021

Insurance

Relation Insurance Services, a PE-backed national insurance brokerage, acquired the assets of The SIG Insurance Agencies to expand its presence in the U.S. Northeast. The transaction adds SIG’s ~65 employees and strengthens Relation’s commercial and personal lines, employee benefits, and financial services capabilities.

Relation Insurance Services Acquires Assets of Perry Insurance Group

September 22, 2021

Insurance

Relation Insurance Services, a PE-backed national insurance brokerage, has acquired the assets of Perry Insurance Group, a Lexington, South Carolina-based insurance agency. The acquisition expands Relation's footprint and capabilities across South Carolina—particularly in small commercial, middle-market commercial and personal lines—and David Perry will continue with Relation as a leader in Relation Select. Terms were not disclosed.

Relation Insurance Services Acquires The Wills Agency (assets)

May 11, 2022

Insurance

Relation Insurance Services, a PE-backed national insurance brokerage, acquired the assets of South Carolina-based The Wills Agency. The deal expands Relation’s footprint in South Carolina and strengthens its personal and commercial lines capabilities; financial terms were not disclosed.

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 Elite Insurance Agency, Inc.

April 1, 2024

Insurance

Relation Insurance Services acquired the assets of Elite Insurance Agency, Inc., effective April 1, 2024. Elite Insurance — a Brooklyn‑based agency led by owner Yechiel Bromberg, who will continue to manage the office — becomes part of Relation as the firm expands its geographic footprint; terms were not disclosed.

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.