Business Moves: Trucordia Acquires 5 Local Agencies in 4 States

Trucordia on Thursday said it acquired five insurance businesses across the United States, marking a significant milestone in the agency’s strategy to build a values-driven, client-first national network.

The newly acquired businesses include:

• Assured Insurance Consultants (Tennessee)
• Charles River Insurance (Massachusetts)
• Eberle Insurance Agency (Arkansas)
• Breezy Seguros (Massachusetts)
• Osborn Insurance Agency (New Jersey)

Each of these businesses brings a unique blend of local insight, specialized coverage solutions, and a deep commitment to client care, said Lindon, Utah-based Trucordia. From concierge-level service in Tennessee to tri-lingual support for Latino entrepreneurs in Massachusetts, these businesses exemplify the values Trucordia seeks in its partners. Each business will continue to deliver the service their clients expect, said Trucordia.

Related: Trucordia Gains $1.3B Investment From Carlyle to Propel Growth

“These acquisitions reflect our belief that meaningful growth happens through collaboration with businesses that share our values,” said Felix Morgan, CEO of Trucordia. “We’re proud to welcome these teams into our organization and look forward to building on their legacy of trusted relationships and community impact.”

“This moment is a milestone; it’s a signal of what’s ahead,” said Rocky Steele, SVP of business development at Trucordia. “We’re building a platform where local insurance businesses can grow and where clients benefit from local insight and national strength. That’s the future we’re creating together.”

As part of Trucordia, these businesses will gain access to expanded resources, integrated technology, and a nationwide network of professionals. Each will continue to deliver the thoughtful, personalized service their clients expect.

Topics Mergers & Acquisitions Agencies