Add-on Acquisition • Insurance

Trucordia Acquires Roseberry Insurance Agency

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

Acquisition Context
  • This is Trucordia’s 30th transaction in the Insurance sector.
  • This is Trucordia’s 33rd transaction in the United States.
  • This is Trucordia’s 1st transaction in Mississippi.

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M&A Deal Summary

Date June 24, 2024
Target Roseberry Insurance Agency
Sector Insurance
Buyer(s) Trucordia
Deal Type Add-on Acquisition

Target Company

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 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 33 of 54
Sector: Insurance 30 of 50
Type: Add-on Acquisition 31 of 52
State: Mississippi 1 of 2
Country: United States 33 of 54
Year: 2024 7 of 15
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 -