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

 Subscribe to unlock this and 208,107
investor and company profiles

Sign-up today to get full access

  • check  Unlimited Searches
  • check  Unlimited Profile Views
  • check  Build and Export Lists of
    • PE Backed Companies
    • Direct Investors & Acquirers
    • Advisors
    • Deals
    • & More
1 Week Free Trial Learn More

What's Mergr?

We built Mergr to save people the arduous and time-consuming process of tracking when companies are bought, sold, and who currently owns them.

Every day, new opportunities emerge around M&A and we help professionals of all types comb through transactions, investors, and corporate acquirers via an easy-to-use web database that is accessible to anyone.

Try us for 1 week free today!

Mergr, the Easiest-to-Use PE and M&A DB

Key Benefits

  • Stay informed on events in your industry
  • M&A research that takes seconds (not all afternoon)
  • Better understand your customers and prospects
  • Discover active buyers (or sellers)
Search
  • 4.6K Private Equity Firms
  • 201K M&A Transactions
  • 203K Companies Involved in M&A
    (Buyer, Seller, or Target)
  • 3.6K M&A Advisors
    (Investment Banks and Law Firms)
  • 81K M&A Contacts
    (PE and M&A Advisors)

Ready to try?

Join FREE for 1 Week

No obligation. Cancel anytime.

Related Lists for TWFG

Texas Companies , Insurance Companies , United States Companies , Texas Insurance Companies , Texas Insurance with Acquisitions , Texas Insurance with Divestitures

Related Lists for Texas Companies

Largest Texas Companies , Acquisitive Texas Companies , Recently Acquired Texas Companies , Recently Sold Texas Companies , Private Texas Companies , Public Texas Companies , Acquired Texas Companies , PE Backed Texas Companies

Related Lists for Insurance Companies

Largest Insurance Companies , Acquisitive Insurance Companies , Recently Acquired Insurance Companies , Recently Sold Insurance Companies , Private Insurance Companies , Public Insurance Companies , Acquired Insurance Companies , PE Backed Insurance Companies

Related Lists for United States Companies

Largest United States Companies , Acquisitive United States Companies , Recently Acquired United States Companies , Recently Sold United States Companies , Private United States Companies , Public United States Companies , Acquired United States Companies , PE Backed United States Companies
Mergr

Product

Company

Legal