Tracked deals
6
6 tracked deals across 2020-2026.
Public Company
Financial Services
TWFG Insurance
The Woodlands, Texas, United States
Nationwide independent insurance distribution and retail agency network focused on personal and commercial lines, operating through a network of branch locations and independent agents/carriers.
- Focus Areas
- Insurance distribution / independent agency network, Insurance agencies & brokerages, Personal lines
- Website
- twfg.com
Recent pace
2
2 tracked deals announced in the last 12 months.
Deal mix
Buyout
5 buyout · 1 addon
TWFG Insurance Acquisition Volume by Year
Last 4 years
Actual
Full-year estimate
Supporting Data
Recent Transactions
-
May 13, 2026
- Buyer
- TWFG, Inc.
- Target
- Fortress Insurance Services
- Industry
- Insurance
- Location
- United States
- Type
- Addon
TWFG, Inc. acquired Fortress Insurance Services, adding four new agency locations and experienced insurance professionals to its independent insurance distribution platform. The acquisition strengthens TWFG’s presence in the Upper Midwest and expands Fortress’s personal and commercial insurance capabilities under TWFG’s technology-enabled agent network.
-
November 6, 2025
- Buyer
- TWFG
- Target
- Alabama Insurance Agency, Inc.
- Industry
- Insurance
- Location
- Alabama, United States
- Type
- Buyout
TWFG, a national independent insurance distribution platform headquartered in The Woodlands, Texas, has acquired Alabama Insurance Agency, Inc. and its network of 20 affiliated offices across Alabama. The deal expands TWFG's presence in the Southeastern United States and gives the agency access to broader carrier relationships, technology resources, and the national platform's distribution capabilities.
-
October 26, 2023
- Buyer
- TWFG Insurance (The Woodlands Financial Group)
- Target
- The Jeff Kincaid Insurance Agency, Inc.
- Seller
- Jeff Kincaid
- Industry
- Insurance
- Location
- North Carolina, United States
- Type
- Buyout
TWFG Insurance (The Woodlands Financial Group) acquired The Jeff Kincaid Insurance Agency, Inc. in October 2023, adding an $18.2 million book of business and five branch offices across Hickory, Shelby, Morganton, Forest City and Marion, North Carolina. The acquisition expands TWFG's footprint in the eastern U.S. and brings a longtime local agency and its customers into TWFG's national branch network.
-
April 1, 2023
- Buyer
- TWFG Insurance (The Woodlands Financial Group)
- Target
- Wade Insurance Agency (Ralph E. Wade Insurance Agency)
- Seller
- Ed Wade (Ralph E. Wade Insurance Agency)
- Industry
- Insurance
- Location
- Ohio, United States
- Type
- Buyout
TWFG Insurance (The Woodlands Financial Group) has acquired the Wade Insurance Agency (Ralph E. Wade Insurance Agency) and will combine it with a recent local TWFG acquisition (AIS) to create a regional Ohio presence. The combined local offices will have about 25 staff, expanding TWFG’s retail agency footprint and carrier access in the state.
-
December 1, 2020
- Buyer
- TWFG Insurance (The Woodlands Financial Group)
- Target
- Penguin Insurance Services, Inc.
- Industry
- Insurance
- Location
- California, United States
- Type
- Buyout
TWFG Insurance (The Woodlands Financial Group) has acquired Penguin Insurance Services, a Milpitas, California-based agency founded in 2012. The deal brings about 130 affiliated agencies and over $100 million in written premiums to TWFG, strengthening its presence in California and supporting its goal to reach $1 billion in written premium.
-
April 17, 2020
- Buyer
- TWFG Insurance Services, LLC
- Target
- Panoptic Insurance
- Seller
- Panoptic Insurance, Arden Hetland
- Industry
- Insurance
- Location
- Texas, United States
- Type
- Buyout
TWFG Insurance Services, a privately owned national retail insurance agency headquartered in The Woodlands, Texas, has completed the acquisition of Panoptic Insurance’s personal and commercial insurance business, effective April 17, 2020. The deal expands TWFG’s national footprint and specialty service offerings while adding thousands of customers to its platform.
Related Acquisition Pages
Insurance Buyers & Acquisitions
6 tracked deals by TWFG Insurance.
Acquisitions in Alabama
1 tracked deal by TWFG Insurance.
Acquisitions in California
1 tracked deal by TWFG Insurance.
Acquisitions in North Carolina
1 tracked deal by TWFG Insurance.
Acquisitions in Ohio
1 tracked deal by TWFG Insurance.
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