Carlyle Provides $1.3 Billion Strategic Investment in Trucordia

June 4, 2025

The Carlyle Group's Global Credit platform will make a $1.3 billion strategic investment in Trucordia, valuing the insurance brokerage at $5.7 billion. The transaction will reduce Trucordia's leverage, repurchase units from existing minority investors, simplify governance, and provide capital flexibility to support growth.

Targets
Trucordia
Sellers
Existing minority investors
Industry
Insurance
Location
Utah, United States
Transaction Type
Growth capital

Explore More

Build a buyer list for your deal

Find active buyers from recent acquisition patterns and move straight into outreach.