Relation Insurance Services Acquires The Furman Co. Insurance Agency

Relation Insurance Services Acquires Forest Insurance Agency, Inc.

December 1, 2024

Insurance

Relation Insurance Services acquired the assets of Forest Insurance Agency, Inc., effective December 1, 2024. The transaction brings Forest's Forest Park, Illinois office and client relationships into Relation's platform to expand its geographic footprint and service offerings; 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 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 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 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.

Relation Insurance Acquires Theodore & Associates Insurance Agency

July 21, 2020

Insurance

Relation Insurance Services, a PE-backed independent insurance brokerage, has acquired the assets of Theodore & Associates Insurance Agency, a Columbia, South Carolina-based insurance brokerage. Theodore will retain its name and leadership (Drew Theodore and Nick Theodore) and operate as a Relation company, expanding Relation's geographic footprint into South Carolina and broadening product and risk-management capabilities for clients.