M&A - TWFG, Inc.

Form Type: 8-K

Filing Date: 2025-05-02

Corporate Action: Acquisition

Type: New

Accession Number: 000162828025021633

Filing Summary: On May 1, 2025, TWFG, Inc. announced the acquisition of two agencies, one located in Texas and the other in North Carolina. This strategic move is expected to enhance their operations and market presence. Additionally, the appointment of Denise Davis as the Vice President of Retail Operations was disclosed, who is expected to play a pivotal role in steering the company through this phase of growth. The filing includes a press release as Exhibit 99.1 and clarifies that the information is being furnished rather than filed for liability purposes under the Exchange Act.