Relation Insurance Acquires Theodore & Associates Insurance Agency

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 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 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 The Furman Co. Insurance Agency

September 28, 2021

Insurance

Relation Insurance Services, a PE-backed national insurance brokerage, acquired the assets of The Furman Co. Insurance Agency of Greenville, South Carolina. Terms were not disclosed; Furman’s staff, including Jennifer Hincapie, joined Relation and will continue operating from the Greenville location as Relation expands its commercial and personal lines footprint in South Carolina.

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.