Trucordia Acquires Five Insurance Businesses Across the United States


2 minute read | November.26.2025

Trucordia, a top 20 U.S. insurance brokerage, has acquired five insurance businesses based in Arkansas, Massachusetts, New Jersey and Tennessee.

The newly acquired businesses are:

  • Assured Insurance Consultants (Tennessee)
  • Charles River Insurance (Massachusetts)
  • Eberle Insurance Agency (Arkansas)
  • Breezy Seguros (Massachusetts)
  • Osborn Insurance Agency (New Jersey)

Orrick advised Trucordia.

Earlier this year, Orrick advised Trucordia on its $1.3 billion strategic investment from Carlyle’s Global Credit platform.

THE IMPACT

“This moment is a milestone; it’s a signal of what’s ahead,” said Rocky Steele, SVP of business development at Trucordia. “We’re building a platform where local insurance businesses can grow and where clients benefit from local insight and national strength. That’s the future we’re creating together.”

THE TEAM

Leah Recht and Zac Padgett led the teams that advised Trucordia. The team also included Stephen Chao, Maureen Harmon, Derek Jones, Delia Bennett, Catherine Conners, Lois Emmanuel, Hilary Finkelstein, Kyle Holt, Jason Flaherty, Pete Elias, Eric Wall, Sarah SchaedlerShannon Yavorsky, Zach Finley, Chris Chavez, Taylor Ball, Lauren Guilford, Lisa Bowman, Christina Bouchot, Alexandra Kleemann, Taylor Ranfos, Alyssa Wolfington, Enny Olaye, Elizabeth Harris, Bianca Ponziani, Cris Sandoval and Katie McFarlane.

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