Relation Insurance Services Acquires the Assets of Adams Insurance Agency

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 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.

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 Acquires Clark Farley Insurance Agency

April 21, 2021

Insurance

Relation Insurance Services, a PE-backed national insurance brokerage, acquired the assets of Clark Farley Insurance Agency, a Columbia, South Carolina-based commercial and personal lines agency. Clark Farley will join Relation’s Main Street/small commercial division, Relation Select, with Clark Farley and Kevin Spencer remaining to lead the agency; terms were not disclosed.