Relation Insurance Services Acquires the Assets of Woller-Anger & Company

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 Walker & Associates Services

June 30, 2021

Insurance

Relation Insurance Services, a PE-backed national insurance brokerage, acquired the assets of Winterville, North Carolina-based Walker & Associates Services. The deal expands Relation’s personal lines and commercial lines presence in Eastern North Carolina; terms were not disclosed and David Walker will remain in a leadership role.

Relation Insurance Services Acquires Engle and Associates Insurance Brokers

May 1, 2025

Financial Services

Relation Insurance Services acquired the assets of Engle and Associates Insurance Brokers effective May 1, 2025; financial terms were not disclosed. The deal brings the 45+-year family-owned San Luis Obispo insurance agency into Relation's national platform, giving Engle access to Relation's carrier relationships, tools and specialties while keeping local leadership in place.

Relation Insurance Services Acquires the Assets of Dahlmeier Insurance Agency, Inc.

April 19, 2022

Insurance

Relation Insurance Services, a national insurance brokerage backed by Aquiline Capital Partners, acquired the assets of California-based Dahlmeier Insurance Agency, Inc. Dahlmeier — an all-lines P&C and employee benefits agency headquartered in Oroville, California — will join Relation's West Region with Principal John Dahlmeier continuing to lead the business; 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 Joseph M. Wiedemann & Sons, Inc.

August 1, 2025

Insurance

Relation Insurance Services acquired the assets of Joseph M. Wiedemann & Sons, Inc. (JMWS), a fourth-generation independent insurance agency based in Arlington Heights, Illinois; the transaction was effective August 1, 2025 and terms were not disclosed. JMWS will continue operating under its current partners, joining Relation’s national platform to expand Relation’s geographic footprint and product capabilities; Relation is PE-backed by Aquiline Capital Partners.