About Relation Insurance
Relation Insurance is a Financial Services company based in Walnut Creek (United States) founded in 2007, and was acquired by BayPine in February 2026. Provider of insurance brokerage services. Relation Insurance has raised $14.33 million across 2 funding rounds from investors including Aquiline Capital Partners, Century Equity Partners and BayPine. Relation Insurance has completed 28 acquisitions, including Bohannon Insurance Group, Earl Carney Insurance and First Charter Company. Its chief executive, as recorded, is Joe Tatum. Its website relationinsurance.com draws about 12 thousand monthly visits. Relation Insurance offers products and services including Business Insurance and Employee Benefits. Its focus areas include Insurance Distribution and Diversified. Its legal entity is Relation Insurance Services.
Company details
Relation Insurance was established in 2007 and is based in Walnut Creek, United States. Operations center on the insurance sector, where brokerage services are delivered to clients seeking coverage options. Expertise in risk management and policy placement is utilized across various industries. The company is led by CEO Joe Tatum and Director Dee Lasher, with activities spanning national markets to support business and personal insurance needs.
- Headquarters Walnut Creek, United States
- Stage Acquired
- SectorsFinancial Services
- Phone•••• ••••
- Website relationinsurance.com
- Social LinkedIn X Facebook Instagram
- Acquired by Aquiline Capital Partners (Feb 2019)
- Legal Name Relation Insurance Services
- Total Equity Funding$14.33M (USD)
in 2 rounds
- Latest Funding Round$14.33M (USD), Series A
Jun 2009
- InvestorsAquiline Capital Partners
& 2 more
- Investments & AcquisitionsBohannon Insurance Group
& 27 more
- Acquired by
Products & Services of Relation Insurance
Relation Insurance offers a comprehensive portfolio of products and services, including Business Insurance and Employee Benefits.
Business insurance is provided to manage risks across various industries.
Employee benefits are offered to support organizational health and safety needs.
Funding Insights of Relation Insurance
Relation Insurance has successfully raised a total of $14.33M across 2 strategic funding rounds. The most recent funding activity was a Series A round of $14.33 million completed in June 2009. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
- Total Funding $14.33M
- Total Rounds 2
- Last Round Series A — $14.33M
- Investors Count 1
All 2 funding rounds of Relation Insurance with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jun 2009 | $14.33M | Series A | – | – | – |
| Jun 2007 | Seed | – | Century Equity Partners | – |
3 investors in total: 3 institutional.
Investors in Relation Insurance
Relation Insurance has secured backing from 3 investors, including venture fund investors. Prominent investors backing the company include Aquiline Capital Partners, Century Equity Partners and BayPine.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
PE firm investing in the US | cepfunds.com | Boston, United States | ||
Private equity and debt investments are directed toward financial sectors. | 2005 | aquiline.com | New York, United States | |
BayPine is focused on private equity and digital transformation. | baypine.com | Boston, United States |
Investor details for Relation Insurance
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
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People of Relation Insurance
158 people are tracked at Relation Insurance (76 in leadership, 82 in team).
| Name | Role | Group |
|---|---|---|
Dee Lasher | Director | Leadership |
Joe Tatum | CEO | Leadership |
Joseph L. Tatum | CEO | Leadership |
Timothy J. Hall | EVP, Head of Mergers & Acquisitions | Leadership |
Sarah Wigginton | Director Of Payroll And HR Technology | Leadership |
Michael T. Toran | Senior Vice President, Information Technology | Leadership |
Scott Winters | Commercial Operations Director | Central & Great Lakes Regions - US Marine Veteran | Leadership |
Jeffry J. Wetzel | President Of Medicare Division | Leadership |
Greg Merrill | President, Western Region | Leadership |
Karl Balian | Vice President | Leadership |
Keri Lopez | President, Employee Benefits | Leadership |
Kendra Butler | VP, HR | Leadership |
Yvonne McArdle | Executive Assistant To Chief Executive Officer And General Counsel | Leadership |
Cathy Palmer | Director, Operations - Commercial Lines/east Region | Leadership |
Tuan Nguyen | Vice President Employee Benefits | Leadership |
Ed Briggs | Executive Vice President | Leadership |
Tim Ringeman | Chief Information Security Officer | Leadership |
Kevin Rabinowitz | Chief Operating Officer | Leadership |
Jonathan W. Cooper | Eastern Region Managing Director & National Sales Leader | Leadership |
Tara Pendleton | Director Of Sales Talent Acquisition | Leadership |
138 more people are available in the full profile.
Complete people profiles for Relation Insurance
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
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Investments & Acquisitions by Relation Insurance
Relation Insurance has strategically engaged in corporate development activities, having acquired 28 companies. Notable acquisitions include Bohannon Insurance Group, Earl Carney Insurance and First Charter Company.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Aviation insurance brokerage and risk management services are offered. | true-course.com | Camarillo, United States | 2009 | Apr 2025 | •••• | |
Multi-line insurance agency providing financial services to associations, small businesses, and affluent families, offering a range of insurance solutions and investment advisory services | thehaneycompany.com | Silver Spring, United States | 1989 | Sep 2024 | •••• | |
Insurance brokerage services are offered to businesses and individuals. | jonesandloweagency.com | United States | 2008 | Apr 2024 | •••• | |
Personal and business insurance services are provided in Kilgore. | lairdins.com | Kilgore, United States | 1923 | Mar 2023 | •••• | |
Provider of insurance agency for life, auto, personal, and business sectors | napainsurance.com | Napa, United States | 2000 | Jan 2023 | •••• | |
Home insurance services are provided in Branford, United States. | mobeck-guandalini.com | Branford, United States | 1979 | Sep 2022 | •••• | |
Employee benefits and paperless HR services are provided. | innovativebroker.com | Folsom, United States | 2005 | Aug 2022 | •••• | |
Personal and business insurance services are provided. | bohannoninsurance.com | Modesto, United States | 2007 | Jun 2022 | •••• | |
Provider of auto, home, boat, umbrella, health & life insurance services | rabonins.com | Monroe, United States | 1954 | Apr 2022 | •••• | |
Auto, home, business, and life insurance services are offered. | yerkesstephensins.com | Guilford, United States | 1980 | Apr 2022 | •••• |
Complete acquisition details for Relation Insurance
Acquired stakes, deal sources and the complete acquisition history require an active premium plan.
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Verified entity values are shown only after access is granted.
Timeline of Relation Insurance
15 dated milestones of Relation Insurance across 19 years, from founding to its latest funding, stage changes and deals.
- Founded Relation Insurance is founded.
- Funding First funding round.
- Funding Latest funding round, Series A, of $14.3M.
- Exit Acquired by Aquiline Capital Partners.
- Acquisition Acquires Yerkes Stephens Insurance Agency.
- Acquisition Acquires Rabon Insurance Agency.
- Acquisition Acquires Bohannon Insurance Group.
- Acquisition Acquires Innovative Broker.
- Acquisition Acquires Mobeck-Guandalili Insurance.
- Acquisition Acquires Napa Valley Insurance Services.
- Acquisition Acquires Laird Insurance Agency.
- Acquisition Acquires Jonesandloweagency.
- Acquisition Acquires The Haney.
- Acquisition Acquires True-Course.
- Exit Acquired by BayPine.
Web traffic of Relation Insurance
The website of Relation Insurance (relationinsurance.com) receives about 12.5K visits a month.
- Monthly visits12.5K
▲ 57.2% vs previous month
Top companies in Insurance & Risk Management
3 companies that operate in the same segment as Relation Insurance (Insurance & Risk Management) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Investment advisory, insurance distribution, and risk management services are provided. | 1998 | Chicago, Illinois, United States | USD 1.6 B | |||
Financial institution offering insurance & transaction services | 1847 | Jacksonville, United States | USD 500 M | USD 14.51 B | 23,530 | |
Integrated healthcare services and coverage are provided nationwide. | 1945 | United States |
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Frequently Asked Questions about Relation Insurance
Relation Insurance was founded in 2007.
Relation Insurance is headquartered in Walnut Creek, United States. It is registered at Walnut Creek, California, United States.
Joe Tatum is the CEO of Relation Insurance, as recorded in our data.
Relation Insurance is a funded company, having raised a total of $14.33M across 2 funding rounds to date.
Relation Insurance was established in 2007 and is based in Walnut Creek, United States. Operations center on the insurance sector, where brokerage services are delivered to clients seeking coverage options. Expertise in risk management and policy placement is utilized across various industries. The company is led by CEO Joe Tatum and Director Dee Lasher, with activities spanning national markets to support business and personal insurance needs.
Relation Insurance offers Business Insurance and Employee Benefits.
Relation Insurance has made 28 acquisitions, including Bohannon Insurance Group, Earl Carney Insurance, and First Charter Company.
Relation Insurance has 3 investors. Key investors include Aquiline Capital Partners, Century Equity Partners, and BayPine.
Relation Insurance operates through Relation Insurance Services.
Yes. Relation Insurance was acquired by Aquiline Capital Partners in February 2019.