Carlyle Provides $1.3 Billion Strategic Investment in Trucordia

Trucordia Acquires Global Financial & Insurance Services

December 16, 2025

Insurance

Trucordia, a top-20 U.S. insurance brokerage based in Lindon, Utah, has acquired Global Financial & Insurance Services, an Irving, Texas-based insurance and financial services firm. The deal expands Trucordia's national insurance platform and adds localized insurance, risk-management and financial planning capabilities across multiple U.S. markets.

Carlyle (Global Credit) Provides NOK 2,750m Strategic Capital to Jordanes ASA

January 6, 2025

Food & Beverage

The Carlyle Group's Global Credit platform has provided a NOK 2,750 million (approximately $250 million) strategic capital package to Jordanes ASA to finance a management buyout led by co‑founders Jan Bodd and Stig Sunde, refinance existing indebtedness, and fund future growth. The financing, led by Carlyle Credit Opportunities, strengthens the co‑founders' ownership and provides growth capital to support Jordanes' continued expansion across its portfolio of Nordic consumer brands and casual dining businesses.

Trucordia Acquires Global Financial & Insurance Services

December 16, 2025

Insurance

Trucordia, a top-20 U.S. insurance brokerage headquartered in Lindon, Utah, has acquired Global Financial & Insurance Services, an Irving, Texas-based insurance and financial services firm. The deal expands Trucordia's nationwide insurance platform, adding local presence in the Dallas–Fort Worth area and access to Global Financial's personal, commercial and specialty industry insurance capabilities.

Trucordia Acquires The DeLuca Agency and Denver Insurance Brokerage

November 20, 2024

Insurance

Trucordia, a top-20 U.S. insurance brokerage headquartered in Lindon, Utah, has acquired the insurance business of The DeLuca Agency and Denver Insurance Brokerage, which operate offices in Colorado, Maryland and Utah. The deal is part of Trucordia's Acquire growth strategy to expand capacity, geographic footprint and service offerings across commercial and personal lines.

Trucordia Acquires Charles River Insurance

November 25, 2025

Insurance

Trucordia, a top-20 U.S. insurance brokerage headquartered in Lindon, Utah, has acquired Charles River Insurance, an independent insurance agency based in Framingham, Massachusetts with an additional office in Leominster. The acquisition strengthens Trucordia's presence in New England and expands its local personal and commercial lines capabilities.

Trucordia Acquires Vegas Valley Benefit Plans

July 16, 2025

Insurance

Trucordia, a top-20 U.S. insurance brokerage headquartered in Lindon, Utah, has acquired the Vegas Valley Benefit Plans business, a Las Vegas-based provider of employee benefits and insurance solutions. The acquisition strengthens Trucordia’s presence in the Southwest and expands its specialized benefits capabilities while giving the Vegas Valley team access to Trucordia’s resources and national platform.