Relation Insurance Services Acquires Brooks McCall & Associates

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 Assets of Insley Insurance & Financial Services

September 29, 2021

Insurance

Relation Insurance Services, a PE-backed national insurance brokerage, acquired the assets of Newark, Delaware-based Insley Insurance & Financial Services, Inc. The Insley team, led by Harry "T" Insley, Jr., will join Relation and continue operating from the Newark office to help grow Relation's presence in the Mid-Atlantic region; terms were not disclosed.

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 Innovative Broker Services

August 16, 2022

Insurance

Relation Insurance Services, a PE-backed national insurance brokerage, acquired the assets of California-based Innovative Broker Services. The acquisition expands Relation's presence and employee-benefits capabilities in California; terms were not disclosed and Innovative Broker Services will continue to be led by Tom Avery under Relation.

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 McGhee Insurance Northwest Arkansas

March 10, 2021

Insurance

Relation Insurance Services, a PE-backed national insurance brokerage, has acquired the assets of The McKinney Group (dba McGhee Insurance Northwest Arkansas), a Rogers, Arkansas-based personal and commercial lines agency led by Brandi McKinney. The acquisition expands Relation's Central Region into Arkansas and brings McGhee's personal and commercial line clients into Relation's family of agencies; terms were not disclosed.