Add-on Acquisition • Financial Services

Trucordia Acquires Global Financial & Insurance Services

On December 4, 2025, Trucordia acquired financial services company Global Financial & Insurance Services

Acquisition Context

This is Trucordia’s 1st transaction in the Financial Services sector.
This is Trucordia’s 53rd transaction in the United States.
This is Trucordia’s 3rd transaction in Texas.

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M&A Deal Summary
Date	December 4, 2025
Target	Global Financial & Insurance Services
Sector	Financial Services
Buyer(s)	Trucordia
Deal Type	Add-on Acquisition

Target Company

Global Financial & Insurance Services

Irving, Texas, United States

Global Financial & Insurance Services is an insurance-brokerage firm that offers personal and commercial insurance solutions, including auto, home, life, renters, commercial property, liability, and speciality coverages. Global Financial & Insurance Services is based in Irving, Texas.

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Buyer Overview 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 Context for Buyer	#
Overall	53 of 53
Sector: Financial Services	1 of 1
Type: Add-on Acquisition	51 of 51
State: Texas	3 of 3
Country: United States	53 of 53
Year: 2025	12 of 12

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.	Buy	-

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.

Buy

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