M&A Deal Summary

TWFG Acquires Jeff Kincaid Insurance Agency

On October 26, 2023, TWFG acquired insurance company Jeff Kincaid Insurance Agency

Acquisition Highlights
  • This is TWFG’s 4th transaction in the Insurance sector.
  • This is TWFG’s 4th transaction in the United States.
  • This is TWFG’s 1st transaction in North Carolina.

M&A Deal Summary
Date 2023-10-26
Target Jeff Kincaid Insurance Agency
Sector Insurance
Buyer(s) TWFG
Deal Type Add-on Acquisition

Target

Jeff Kincaid Insurance Agency

Hickory, North Carolina, United States
Jeff Kincaid Insurance Agency provides homeowners insurance, auto, life, and many other policies at extremely low prices while ensuring you're properly covered. Jeff Kincaid Insurance Agency is based in Hickory, North Carolina.

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Buyer(S) 1

Buyer

TWFG

The Woodlands, Texas, United States
Category Company
Founded 2001
Sector Insurance
Revenue 167M USD (2023)
DESCRIPTION

TWFG is a privately owned national retail insurance services company and a wholly owned subsidiary of The Woodlands Financial Group, which includes TWFG General Agency LLC, TWFG Premium Finance LLC, and The Woodlands Insurance Company. TWFG was formed in 2001 and is based in The Woodlands, Texas.

DEAL STATS #
Overall 4 of 4
Sector (Insurance) 4 of 4
Type (Add-on Acquisition) 4 of 4
State (North Carolina) 1 of 1
Country (United States) 4 of 4
Year (2023) 2 of 2
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2023-04-01 Wade Insurance Agency

Springboro, Ohio, United States

Wade Insurance Agency is a full-service agency specializing in protecting family and business with personal and commercial, auto, home, casualty, travel, life and health insurance. Wade Insurance Agency is based in Springboro, Ohio.

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