Relation Insurance Services Acquires G2 Insurance Services

Relation Insurance Services Acquires H Group Benefits, Inc.

June 30, 2024

Insurance

Relation Insurance Services acquired the assets of H Group Benefits, Inc., effective June 30, 2024; terms were not disclosed. H Group Benefits (based in Northbrook, Illinois) will operate as part of Relation’s Employee Benefits consulting practice with David Heller continuing to manage the Northbrook office. Relation is a PE‑backed insurance brokerage (backed by Aquiline Capital Partners) expanding its geographic footprint and benefits capabilities.

Relation Insurance Services Acquires York Insurance Services, Inc.

May 31, 2024

Insurance

Relation Insurance Services (backed by Aquiline Capital Partners) acquired the assets of York Insurance Services, Inc., effective May 31, 2024; terms were not disclosed. York, an insurance agency based in Forest Hill, Maryland, will remain managed by owner Walter "Butch" Tilley as part of the Relation family, extending Relation's geographic footprint and carrier access.

Relation Insurance Services Acquires the Assets of Guaraldi Insurance

May 10, 2022

Insurance

Relation Insurance Services, a PE-backed national insurance brokerage based in Walnut Creek, California, acquired the assets of New Hampshire-based Guaraldi Insurance. Terms were not disclosed; Tim Guaraldi will continue to lead the Guaraldi team under Relation as the firm expands its Northeast footprint.

Relation Insurance Services Acquires the Assets of Ginsberg Agency, LLC

January 20, 2022

Insurance

Relation Insurance Services, Inc. acquired the assets of New York-based Ginsberg Agency, LLC; financial terms were not disclosed. Ginsberg — headquartered in Oceanside, New York and focused on commercial lines with expertise in the construction industry while also offering personal lines — will join Relation Select and Jonathan Ginsberg will remain with Relation.

G2 Insurance Services Acquires Schroeder Group

May 17, 2021

Financial Services

San Francisco-based G2 Insurance Services LLC has acquired the assets of Schroeder Group, Inc., an independent insurance brokerage based in Cincinnati, Ohio. The deal brings Schroeder’s specialty expertise in equine mortality, farm and ranch, agribusiness and personal insurance onto G2’s platform; the Schroeder team will continue to operate from their Cincinnati office.

Aquiline Capital Partners Acquires Relation Insurance Services

February 21, 2019

Financial Services

Aquiline Capital Partners has entered a definitive agreement to acquire Relation Insurance Services from Parthenon Capital Partners and Century Equity Partners. Relation, a Walnut Creek-based insurance brokerage with nearly 500 employees and more than 30 locations, will remain led by CEO Joe Tatum and COO Ed Page and will pursue continued organic growth and strategic acquisitions under Aquiline's ownership.