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M&A Deal Summary

Trucordia Acquires Global Financial & Insurance Services

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

Acquisition Highlights
  • 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.

M&A Deal Summary
Date 2025-12-04
Target Global Financial & Insurance Services
Sector Financial Services
Buyer(s) Trucordia
Deal Type Add-on Acquisition

Target

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(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 53 of 53
Sector: Financial Services M&A 1 of 1
Type: Add-on Acquisition M&A Deals 51 of 51
State: Texas M&A 3 of 3
Country: United States M&A 53 of 53
Year: 2025 M&A 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.

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