Walnut Creek, Calif., January 10, 2023 — Relation Insurance Services, Inc. (“Relation”) acquired the assets of Napa Valley Insurance. (“Napa”). The transaction went into effect on December 1, 2022; terms of the transaction were not disclosed.

“We are elated to expand our offerings and services through this partnership,” Pam Hogin, Co-Owner of Napa Valley Insurance said. “By joining Relation, we are gaining access to a vast network of carriers and tools so that we can tailor plans and services to the specific needs of our customers.”

Offering a full range of insurance products including commercial lines, personal lines, and employee benefits, Napa Valley Insurance is based in Napa Valley, California, with an additional location in Sonoma, California. Co-owners Mike Hogin and Pam Hogin will continue running the offices as a valuable part of the Relation family of brands.

“We enthusiastically welcome Napa to the Relation family,” said Tim Hall, President of Relation.  “They are esteemed in the community and will play an important role in expanding Relation’s reach in the west.”

About Relation’s Mergers & Acquisitions 
Relation Insurance Services is actively seeking partnerships to expand its offerings, industry expertise, and geographic footprint. Relation offers a seat at the table to insurance entrepreneurs with equity ownership opportunities and a people-first approach that optimizes outcomes for employees and clients. For more information on joining the Relation family of brands, visit TeamRelation.com.

About Relation Insurance Services, Inc.

Relation Insurance Services is an insurance brokerage that offers superior risk management and benefits consulting services across the United States. It is ranked by Insurance Journal within the top 25 largest agencies in the country by revenue and has approximately 1,350 employees across more than 137 locations nationwide. Relation is a privately held corporation backed by Aquiline Capital Partners, a private equity firm based in New York and London investing in businesses globally across financial services and technology. Visit: www.relationinsurance.com for more information.

M&A CONTACTS

Tim Hall, President
Relation Insurance Services, Inc.
E: [email protected]