Operating Company Financial Services

Relation Insurance Services

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.

Focus Areas
Insurance brokerage, Risk management, Employee benefits (consulting)

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

Relation Insurance Services Acquisition Volume by Year

Last 8 years

Acquisition volume by year Annual acquisition counts for the last 8 years for Relation Insurance Services. 1 2019 4 2020 15 2021 17 2022 3 2023 6 2024 4 2025 ~1 est. 1 2026
Actual Full-year estimate

Supporting Data

Recent Transactions

Showing the 12 most recent of 51 tracked deals for Relation Insurance Services.

  • Buyer
    Relation Insurance, Aquiline Capital Partners
    Target
    Chinook Insurance Group
    Location
    United States
    Type
    Addon

    Relation Insurance has acquired Chinook Insurance Group, expanding its insurance brokerage platform. The deal was reported as part of Aquiline’s backing of Relation.

  • Buyer
    Relation Insurance Services
    Target
    Joseph M. Wiedemann & Sons, Inc.
    Seller
    Joseph M. Wiedemann & Sons, Inc.
    Industry
    Insurance
    Type
    Addon

    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.

  • Buyer
    Relation Insurance Services
    Target
    Albert G. Ruben
    Industry
    Insurance
    Type
    Addon

    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.

  • Buyer
    Relation Insurance Services
    Target
    Engle and Associates Insurance Brokers
    Seller
    Engle and Associates Insurance Brokers
    Type
    Addon

    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.

  • Buyer
    Relation Insurance Services
    Target
    Rummel Associates, Inc.
    Seller
    Jared Rummel (Owner of Rummel Associates, Inc.)
    Industry
    Insurance
    Type
    Buyout

    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.

  • Buyer
    Relation Insurance Services
    Target
    Forest Insurance Agency, Inc.
    Industry
    Insurance
    Type
    Addon

    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.

  • Buyer
    Relation Insurance Services
    Target
    Whitney Oaks Insurance Services, Inc.
    Seller
    Whitney Oaks Insurance Services, Inc.
    Industry
    Insurance
    Type
    Addon

    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.

  • Buyer
    Relation Insurance Services
    Target
    H Group Benefits, Inc.
    Seller
    H Group Benefits, Inc.
    Industry
    Insurance
    Type
    Addon

    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.

  • Buyer
    Relation Insurance Services
    Target
    York Insurance Services, Inc.
    Seller
    York Insurance Services, Inc., Walter "Butch" Tilley
    Industry
    Insurance
    Type
    Addon

    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.

  • Buyer
    Relation Insurance Services
    Target
    The Haney Company, Inc.
    Industry
    Insurance
    Type
    Addon

    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.

  • Buyer
    Relation Insurance Services
    Target
    Elite Insurance Agency, Inc.
    Seller
    Yechiel Bromberg
    Industry
    Insurance
    Type
    Addon

    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.

  • Buyer
    Relation Insurance Services
    Target
    Kane Insurance Agency
    Seller
    Kane Insurance Agency
    Type
    Addon

    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.

Related Acquisition Pages

Selling a company? Get in front of buyers like Relation Insurance Services

Turn tracked acquisition activity into an outreach-ready buyer list.