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Fortress Insurance Services Acquired by TWFG | Financial Services M&A Deal

Announced
Financial ServicesAdd-on

Deal Overview

TWFG has acquired Fortress Insurance Services, a insurance brokerage business in the Upper Midwest, for $2.5 billion. TWFG acquisitions expand independent agency capabilities in personal and commercial insurance lines by adding four new agency locations and experienced insurance professionals from Fortress Insurance Services. Fortress Insurance Services acquisition strengthens TWFG’s local market presence and supports personalized insurance solutions through a growing network of agents. The add on acquisition is a strategic acquisition within financial services M&A, with Fortress Insurance Services positioned as an add on acquisition to broaden TWFG’s footprint; advisors supported the transaction and the deal was announced in May 2026.

Key Details

Transaction
TWFG acquires Fortress Insurance Services
Deal Size
Over $100M
Reported Value
$2.5 Billion

Source

Read full article on insurancejournal.com

via Insurance Journal · May 13, 2026

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