US EditionTrucordia to Receive $1.3 Billion Strategic Investment From Carlyle
- On June 5, 2025, Trucordia revealed it secured a $1.3 billion investment through a strategic partnership with Carlyle’s Global Credit platform.
- The investment follows Trucordia's rapid expansion as a top-20 U.S. insurance brokerage with a strong management team and clear strategic vision.
- The transaction will reduce Trucordia's leverage, repurchase units from minority investors, and provide long-term financial flexibility.
- CEO Felix Morgan said the partnership will "meaningfully strengthen Trucordia's long-term financial and ownership structure" and accelerate growth.
- The deal, expected to close this month, positions Trucordia to pursue strategic growth opportunities in insurance distribution amid Carlyle's $199 billion credit platform.
12 Articles
12 Articles
Carlyle invests $1.3 billion in Trucordia for strategic growth
Trucordia has announced a strategic investment of $1.3 billion from Carlyle’s Global Credit platform. This transaction aims to reduce Trucordia's leverage and simplify its governance by repurchasing units from existing minority investors. The deal is expected to close this month, valuing Trucordia at $5.7 billion.Felix Morgan, CEO of Trucordia, expressed optimism about the partnership with Carlyle, stating it will strengthen the company's financ…
Carlyle makes $1.3bn Trucordia investment at $5.7bn valuation
Private investment firm Carlyle has made a $1.3bn strategic investment in US-based insurance brokerage Trucordia aimed at deleveraging the company, and restructuring its ownership, in a deal that values the business at $5.7bn. The transaction – led by Carlyle’s Global Credit platform – is expected to close by the end of June 2025. According to a press statement, the investment will facilitate the repurchase of equity held by existing minority in…
Trucordia Receives $1.3B Investment From Carlyle - USA Herald
Global investment powerhouse Carlyle is placing a $1.3 billion wager on the future of insurance distribution, announcing Wednesday a strategic infusion into Trucordia that values the fast-growing brokerage at $5.7 billion. The blockbuster investment — led by Carlyle’s credit opportunities team and advised by legal giant Latham & Watkins LLP — is expected to close by the end of this month. Trucordia, backed by counsel from Orrick Herrington & Sut…
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