New updates have been reported about Trucordia.
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Trucordia, a top-20 U.S. insurance brokerage headquartered in Lindon, Utah, has acquired the First Texas Agency business in Houston, expanding its presence in one of the country’s largest insurance markets and reinforcing its national growth strategy. The deal brings into Trucordia a team known for one-on-one advisory service and strong client relationships across the Houston area, with a portfolio spanning personal and commercial lines for individuals, families, and businesses. CEO Felix Morgan said the acquisition is intended to strengthen Trucordia’s position in Texas while supporting the company’s focus on delivering tailored, education-driven insurance solutions, and he framed the move as directly aligned with Trucordia’s “bold growth goals.” Helfer & Associates acted as exclusive advisor to First Texas Agency, underscoring that this is a structured, M&A-led expansion rather than a simple book purchase.
The transaction fits squarely within Trucordia’s stated strategy of partnering with firms that share its emphasis on integrity, innovation, and community engagement, while leveraging scale to broaden coverage options and service capabilities. With more than 5,000 employees nationwide and recent rankings of #18 on Business Insurance’s 2025 Top 100 Brokers and #16 on Insurance Journal’s 2025 Top Property/Casualty Agencies, Trucordia is using targeted acquisitions like First Texas Agency to deepen regional density in key states and support cross-selling across commercial, personal, life, health, and employee benefits lines. Financial terms were not disclosed, but the Houston expansion is likely to enhance Trucordia’s revenue mix in a growth market and create integration opportunities across its existing platform, with upside from cross-referrals, product breadth, and improved client retention as the acquired team adopts Trucordia’s broader resources and infrastructure.