Truist Insurance Holdings - M&A Summary and Business Overview

InsuranceCompany

Truist Insurance Holdings M&A Summary

Truist Insurance Holdings has acquired 3 companies, including 3 in the last 5 years. A total of 2 acquisitions came from private equity firms.

Truist Insurance Holdings has acquired in 2 different US states. The Company’s most targeted sectors include insurance (67%) and business services (34%).

Truist Insurance Holdings Business Overview

Where is Truist Insurance Holdings headquartered?

Truist Insurance Holdings is headquartered in Charlotte, North Carolina.

What sector is Truist Insurance Holdings in?

Truist Insurance Holdings is an insurance company.

M&A Summary

  • M&A Total Activity3
    • M&A Buy Activity3
  • Total Sectors Invested 2
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 3
  • M&A Advisors 2

Truist Insurance Holdings

Truist Insurance Holdings, Inc.

Truist Center, 214 N Tryon St,
Charlotte, North Carolina 28202
United States,
www.truistinsurance.com

Truist Insurance Holdings is an insurance broker that operates more than 240 offices through its subsidiaries: McGriff Insurance Services, Inc.; CRC Insurance Services, Inc.; Crump Life Insurance Services, Inc.; AmRisc, LLC; and it's Premium Finance companies (AFCO Credit Corporation, Prime Rate Premium Finance Corporation, Inc., and CAFO Inc.).


M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.6/yr) # - - 1 2 - - 3
Sell (0.0/yr) # - - - - - - 0
  3

Most Recent M&A

Company Date Value Type
BankDirect Capital Finance LLC 2022-09-06 - Divestiture
Lake Forest, Illinois · www.bankdirectcapital.com
Kensington Vanguard National Land Services 2022-02-08 - Add-on Acquisition
New York, New York · www.kvnational.com
Constellation Affiliated Partners LLC 2021-05-24 - Add-on Acquisition
New York, New York · www.constellationap.com
View All >>

M&A by Sector

Sector Buy # Value Sell # Value
Insurance 2 (67%) - - -
Business Services 1 (33%) - - -
Total 3 - - -

By Geo

State/Country Buy Value Sell Value
United States 3 - - -
  New York 2 - - -
  Illinois 1 - - -
Total 3 - - -

Top M&A Advisors

Financial Deals
Truist Securities
1
Legal Deals
Willkie Farr & Gallagher
2

M&A Connections

Deals
Acquired from
Investor(s)
67%
2 (67%)
Strategic(s)
33%
1 (33%)

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