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  6. Trucordia Acquires Charles River Insurance

M&A Deal Summary

Trucordia Acquires Charles River Insurance

On November 13, 2025, Trucordia acquired insurance company Charles River Insurance

Acquisition Highlights
  • This is Trucordia’s 49th transaction in the Insurance sector.
  • This is Trucordia’s 52nd transaction in the United States.
  • This is Trucordia’s 4th transaction in Massachusetts.

M&A Deal Summary
Date 2025-11-13
Target Charles River Insurance
Sector Insurance
Buyer(s) Trucordia
Deal Type Add-on Acquisition

Target

Charles River Insurance

Framingham, Massachusetts, United States
Charles River Insurance is an independent insurance agency offering a broad range of personal and commercial insurance coverages, including auto, homeowners, renters, flood, and umbrella policies, as well as business and speciality lines for sectors such as hospitality, cannabis, and construction. Charles River Insurance was founded in 1988 and is based in Framingham, Massachusetts.

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Buyer(S) 1

Buyer

Trucordia

Lindon, Utah, United States
Category Company
Founded 1987
Sector Insurance
DESCRIPTION

Trucordia is a full-service insurance brokerage firm that provides complete risk management solutions with a broad array of property & casualty, life and health, employee benefits, and workers' compensation insurance products. Trucordia was formed in 1987 and is based in Lindon, Utah.

DEAL STATS #
Overall 52 of 52
Sector: Insurance M&A 49 of 49
Type: Add-on Acquisition M&A Deals 50 of 50
State: Massachusetts M&A 4 of 4
Country: United States M&A 52 of 52
Year: 2025 M&A 11 of 11
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2025-11-13 Assured Insurance Consultants

Dandridge, Tennessee, United States

Assured Insurance Consultants is an independent insurance agency that offers personal insurance, business insurance, surety bonds, and employee benefits solutions. Assured Insurance Consultants is based in Dandridge, Tennessee.

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