Trucordia - M&A Summary and Business Overview

InsuranceCompany

Trucordia M&A Summary

Trucordia has acquired 21 companies, including 21 in the last 5 years.

Trucordia has acquired in 18 different US states. The Company’s most targeted sectors include insurance (91%) and staffing (5%).

Trucordia Business Overview

Where is Trucordia headquartered?

Trucordia is headquartered in Lindon, Utah.

What sector is Trucordia in?

Trucordia is an insurance company.

M&A Summary

  • M&A Total Activity21
    • M&A Buy Activity21
  • Total Sectors Invested 3
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 1

Trucordia

Trucordia

2745 W 600 N, Suite 500,
Lindon, Utah 84043
United States,
(385) 273-2270
www.trucordia.com

Trucordia is a full-service consultant and insurance brokerage firm offering a broad array of commercial, life, and health, employee benefits, and workers' compensation solutions. Trucordia is based in Lindon, Utah.


M&A Summary

Buy vs Sell

Year ≤ '20 '21 '22 '23 '24 '25 T
Buy (4.2/yr) # - - 5 1 15 - 21
Sell (0.0/yr) # - - - - - - 0
  21

Most Recent M&A

Company Date Value Type
Richard King Insurance Agency 2024-12-17 - Add-on Acquisition
Powhatan, Virginia · www.richardkinginsurance.com
Archibald Insurance 2024-12-10 - Add-on Acquisition
Richmond, Virginia · www.archibaldinsurance.com
TOP Insurance Associates 2024-09-17 - Add-on Acquisition
Snohomish, Washington · www.topinsuranceassociates.com
Kentucky Health Solutions 2024-08-29 - Add-on Acquisition
Lexington, Kentucky · www.kentuckyhealthsolutions.com
360 Insurance LLC 2024-08-22 - Add-on Acquisition
Las Vegas, Nevada · www.360insurance.com
Asset Insurance Agency LLC 2024-08-15 - Add-on Acquisition
Peabody, Massachusetts · www.insurewithasset.com
DLD Insurance Brokers, Inc. 2024-08-08 - Add-on Acquisition
Irvine, California · www.dldins.com
Montalvo Insurance Agency 2024-07-25 - Add-on Acquisition
Weslaco, Texas · www.montalvoinsurance.com
Ignitist 2024-06-24 - Add-on Acquisition
Harleysville, Pennsylvania · www.ignitist.net
The Brady Agency 2024-06-24 - Add-on Acquisition
Sparta, North Carolina · www.thebradyagency.net
View All >>

M&A by Sector

Sector Buy # Value Sell # Value
Insurance 19 (90%) - - -
Business Services 1 (5%) - - -
Staffing 1 (5%) - - -
Total 21 - - -

By Geo

State/Country Buy Value Sell Value
United States 21 - - -
  Georgia 2 - - -
  Virginia 2 - - -
  Texas 2 - - -
  North Carolina 1 - - -
  Nevada 1 - - -
  Mississippi 1 - - -
  Massachusetts 1 - - -
  Kentucky 1 - - -
  Iowa 1 - - -
  Indiana 1 - - -
  Illinois 1 - - -
  Florida 1 - - -
  California 1 - - -
  Alabama 1 - - -
  West Virginia 1 - - -
  Washington 1 - - -
  Utah 1 - - -
  Pennsylvania 1 - - -
Total 21 - - -

M&A Connections

Deals
Acquired from
Strategic(s)
5%
1 (5%)

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