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Relation

Relation
2007 FOUNDED
PRIVATE STATUS
401-500 EMPLOYEES
Buyout/LBO LATEST DEAL TYPE
3 FINANCING ROUNDS
29 INVESTMENTS
Description

Provider of property and casualty insurance services. The company offers products and advisory to property and casualty risk management and benefit consulting firms. The services are usually used in real estate, non profit and hospitality services.

Formerly Known As
Ascension Insurance
Ownership Status
Privately Held (backing)
Financing Status
Private Equity-Backed
Primary Industry
Property and Casualty Insurance
Primary Office
  • 1277 Treat Boulevard
  • Suite 400
  • Walnut Creek, CA 94597
  • United States

+1 (800) 000-0000

Relation Valuation and Funding

Deal Type Date Amount Post-Val Valuation/
EBITDA
Debt Status

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Relation Competitors (25)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
The Hartford Financial Services Group Corporation Hartford, CT 00000
00000 Formerly PE-Backed Whitehouse Station, NJ 00000 00000000000
000000 Corporate Backed or Acquired Boston, MA 0000 000000&0
000000 0000000000 Private Equity-Backed Miami Gardens, FL 000 0000 0000000 0000 0000
000000000000 00000 Private Equity-Backed Fort Worth, TX 000 00000 000000000 00000
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Relation Investments (29)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
0000000 00000 0000 09-May-2019 0000000000 Insurance Brokers 000000 00000
00000 000000000 00 05-Mar-2019 0000000000 Human Capital Services 000000 00000
0. 0000000 0000000 05-Feb-2019 0000000000 Commercial/Professional Insurance 000000 0000
0000000 0000000 00 30-Jun-2017 0000000000 Insurance Brokers 000000 00000
Carr & Hyde 04-Oct-2016 Buyout/LBO Property and Casualty Insurance 000000 00000
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Relation Subsidiaries (3)

Company Name Industry Location Founded
Service First Insurance Insurance Brokers Warrenton, VA 1997
00000 000000000 00 Human Capital Services Frenso, CA 0000
00000000 000000000 Multi-line Insurance Yuma, AZ
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Relation Investors

Investor Name Investor Type Holding Participating Rounds Investor Since Board Seat Contact Info

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Relation Executive Team (16)

Name Title Board
Seat
Contact
Info
Joseph Tatum Chief Executive Officer
Edward Page President and Chief Operating Officer
Neil Majors President, Education Practice
Keri Lopez President, Employee Benefits
Clark Palmer Chief Financial Officer and Chief Operating, Eastern Region

8 Former Executives

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Relation Board Members (2)

Name Representing Role Since Contact
Info
0000000 000000000 00 Aquiline Capital Partners Board Member 000 0000

1 Former Board Member

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