M&A Deal Summary

Trucordia Acquires TOP Insurance Associates

On September 17, 2024, Trucordia acquired insurance company TOP Insurance Associates

Acquisition Highlights
  • This is Trucordia’s 17th transaction in the Insurance sector.
  • This is Trucordia’s 19th transaction in the United States.
  • This is Trucordia’s 1st transaction in Washington.

M&A Deal Summary
Date 2024-09-17
Target TOP Insurance Associates
Sector Insurance
Buyer(s) Trucordia
Deal Type Add-on Acquisition

Target

TOP Insurance Associates

Snohomish, Washington, United States
TOP Insurance Associates offers a range of personal and commercial insurance solutions. TOP Insurance Associates is based in Snohomish, Washington.

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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 19 of 20
Sector (Insurance) 17 of 18
Type (Add-on Acquisition) 18 of 19
State (Washington) 1 of 1
Country (United States) 19 of 20
Year (2024) 13 of 14
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2024-08-29 Kentucky Health Solutions

Lexington, Kentucky, United States

Kentucky Health Solutions is a fully independent health insurance agency. Kentucky Health Solutions was formed in 2010 and is headquartered in Lexington, Kentucky.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2024-12-10 Archibald Insurance

Richmond, Virginia, United States

Archibald Insurance offers a wide selection of coverage solutions for individuals and businesses. Archibald Insurance is based in Richmond, Virginia.

Buy -
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