TWFG - M&A Summary and Business Overview

InsuranceCompany

TWFG M&A Summary

TWFG has acquired 4 companies, including 4 in the last 5 years.

TWFG has acquired in 4 different US states. The Company’s most targeted sectors include insurance (100%).

TWFG Business Overview

Where is TWFG headquartered?

TWFG is headquartered in The Woodlands, Texas.

What is TWFG’s revenue?

TWFG disclosed revenue of 167M USD for 2023 and 148M USD for 2022.

What sector is TWFG in?

TWFG is an insurance company.

When was TWFG founded?

TWFG was founded in 2001.

M&A Summary

  • M&A Total Activity4
    • M&A Buy Activity4
  • Total Sectors Invested 1
  • Total Countries Invested 1

TWFG

The Woodlands Financial Group

1201 Lake Woodlands Drive, Suite 4020,
The Woodlands, Texas 77380
United States,
(281) 367-3424
www.twfg.com

TWFG is a privately owned national retail insurance services company and a wholly owned subsidiary of The Woodlands Financial Group, which includes TWFG General Agency LLC, TWFG Premium Finance LLC, and The Woodlands Insurance Company. TWFG was formed in 2001 and is based in The Woodlands, Texas.


M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.8/yr) # - 2 - - 2 - 4
Sell (0.0/yr) # - - - - - - 0
  4

Most Recent M&A

Company Date Value Type
Jeff Kincaid Insurance Agency 2023-10-26 - Add-on Acquisition
Hickory, North Carolina · www.jkinsurancegroup.com
Ralph E Wade Insurance Agency, Inc. 2023-04-01 - Add-on Acquisition
Springboro, Ohio · www.wadeins.com
Penguin Insurance Services 2020-12-01 - Add-on Acquisition
Milpitas, California · www.penguinaffiliate.com
Panoptic Insurance 2020-04-21 - Add-on Acquisition
Conroe, Texas · www.panopticins.com
View All >>

M&A by Sector

Sector Buy # Value Sell # Value
Insurance 4 (100%) - - -
Total 4 - - -

By Geo

State/Country Buy Value Sell Value
United States 4 - - -
  Texas 1 - - -
  Ohio 1 - - -
  North Carolina 1 - - -
  California 1 - - -
Total 4 - - -

Company Summary

SECTOR

Insurance

Revenue

167   13% 2023
148   2022
(millions of USD)

Established

2001

Public

NASDAQ: TWFG

Former Name

TWFG Insurance Services LLC

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