Tracked deals
51
51 tracked deals across 2019-2026.
Chicago, Illinois, United States
National insurance brokerage offering risk management and benefits solutions across personal and professional/personal and commercial lines, with a family-brand approach and a focus on practical, relationship-driven service.
Tracked deals
51
51 tracked deals across 2019-2026.
Recent pace
1
1 tracked deal announced in the last 12 months.
Deal mix
Addon
48 addon · 3 buyout
Last 8 years
Supporting Data
Showing the 12 most recent of 51 tracked deals for Relation Insurance Services.
Relation Insurance has acquired Chinook Insurance Group, expanding its insurance brokerage platform. The deal was reported as part of Aquiline’s backing of Relation.
Relation Insurance Services acquired the assets of Joseph M. Wiedemann & Sons, Inc. (JMWS), a fourth-generation independent insurance agency based in Arlington Heights, Illinois; the transaction was effective August 1, 2025 and terms were not disclosed. JMWS will continue operating under its current partners, joining Relation’s national platform to expand Relation’s geographic footprint and product capabilities; Relation is PE-backed by Aquiline Capital Partners.
Relation Insurance Services, a Chicago-based insurance brokerage backed by Aquiline Capital Partners, has acquired Albert G. Ruben, a specialist entertainment risk management and insurance firm serving film studios, production companies, Broadway and multinational clients. The Albert G. Ruben name and team will be retained as Relation expands its entertainment-focused capabilities and client offering.
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 acquired the assets of Rummel Associates, Inc., an insurance agency based in Chicago, Illinois. The transaction went into effect on January 31, 2025, and financial terms were not disclosed.
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 acquired the assets of Whitney Oaks Insurance Services, Inc., effective August 30, 2024. The Roseville, California-based agency — which specializes in serving construction firms and contractors — will operate as part of Relation, with Whitney Oaks' vice presidents continuing to manage the office.
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 (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 acquired the assets of The Haney Company, Inc., a Silver Spring, Maryland-based insurance agency, effective May 1, 2024; terms were not disclosed. The Haney founders will continue to run the office as part of Relation’s national brokerage platform as Relation expands its offerings for associations, non-profits, and employee benefits clients.
Relation Insurance Services acquired the assets of Elite Insurance Agency, Inc., effective April 1, 2024. Elite Insurance — a Brooklyn‑based agency led by owner Yechiel Bromberg, who will continue to manage the office — becomes part of Relation as the firm expands its geographic footprint; terms were not disclosed.
Relation Insurance Services acquired the assets of Kane Insurance Agency, effective December 1, 2023. The deal expands Relation’s geographic footprint in Illinois and brings Kane’s risk-management expertise and local team (led by Tom Kane) into the Relation platform; terms were not disclosed.
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