M&A Deal Summary

Trucordia Acquires Roseberry Insurance Agency

On June 24, 2024, Trucordia acquired insurance company Roseberry Insurance Agency

Acquisition Highlights
  • This is Trucordia’s 11th transaction in the Insurance sector.
  • This is Trucordia’s 13th transaction in the United States.
  • This is Trucordia’s 1st transaction in Mississippi.

M&A Deal Summary
Date 2024-06-24
Target Roseberry Insurance Agency
Sector Insurance
Buyer(s) Trucordia
Deal Type Add-on Acquisition

Target

Roseberry Insurance Agency

Hattiesburg, Mississippi, United States
Roseberry Insurance Agency is a tech-forward insurance business specializing in property and casualty (P&C) coverage solutions. Roseberry Insurance Agency is based in Hattiesburg, Mississippi.

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Buyer(S) 1

Buyer

Trucordia

Lindon, Utah, United States
Category Company
Sector Insurance
DESCRIPTION

Trucordia is a full-service consultant and insurance brokerage firm offering a broad array of commercial, life, and health, employee benefits, and workers' compensation solutions. Trucordia is based in Lindon, Utah.

DEAL STATS #
Overall 13 of 20
Sector (Insurance) 11 of 18
Type (Add-on Acquisition) 12 of 19
State (Mississippi) 1 of 1
Country (United States) 13 of 20
Year (2024) 7 of 14
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2024-06-24 Ignitist

Harleysville, Pennsylvania, United States

Ignitist provides medicare and senior benefits, a unique and nuanced sector of insurance where clients directly benefit from the deep knowledge of an experienced insurance professional. Ignitist is based in Harleysville, Pennsylvania.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2024-07-25 Montalvo

Weslaco, Texas, United States

Montalvo is an insurance agency that helps local small businesses endure some of the hardest situations by being prepared ahead of time through proper insurance coverage. Montalvois based in Weslaco, Texas.

Buy -
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