Relation Insurance Services Acquires Whitney Oaks Insurance Services

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 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 Napa Valley Insurance

January 10, 2023

Insurance

Relation Insurance Services acquired the assets of Napa Valley Insurance, effective December 1, 2022; terms were not disclosed. Napa Valley Insurance's co-owners Mike and Pam Hogin will continue to run the Napa and Sonoma offices as part of Relation, expanding Relation's California footprint and carrier access. Relation is backed by Aquiline Capital Partners.

Relation Insurance Services Acquires the Assets of Dunn Insurance, Inc.

June 29, 2022

Insurance

Relation Insurance Services, a PE-backed national insurance brokerage, acquired the assets of Connecticut-based Dunn Insurance, Inc., expanding Relation’s presence in Connecticut and the eastern U.S. Terms were not disclosed; Dunn will continue to be led by Ronald Dunn as part of Relation. The deal is an add-on to Relation’s platform backed by Aquiline Capital Partners.

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 Bohannon Insurance Group

June 28, 2022

Insurance

Relation Insurance Services, a Walnut Creek, California-based insurance brokerage, acquired the assets of Bohannon Insurance Group, a Modesto, California-based firm specializing in Medicare and group medical insurance. Terms were not disclosed; Bohannon will join Relation's West Region and its leaders will continue to run the business. Relation is PE-backed by Aquiline Capital Partners.