March 2025 | Texas M&A Insights
The information reflects transactions as reported, including deal descriptions, values, and statuses, but may contain gaps, such as undisclosed deal terms or financial metrics, which limit comprehensive analysis. While efforts have been made to ensure accuracy, users should consult primary sources or professional advisors for legal, financial, or strategic decisions. No warranties are made regarding the completeness or reliability of this data, and the provider assumes no liability for its use.
March 2025 - National Transaction Value ($bn) and Transaction Count
Texas — Transaction Value and Count by Month
Texas — Overview
Texas’s M&A activity in March 2025 buzzed with 65 transactions (plus one pending), stretching from Houston to Dallas, as the state drew a mix of domestic and global buyers across diverse sectors. Technology and financials led the charge, with Rocket Companies’ $9.44 billion acquisition of Mr. Cooper Group Inc. and Francisco Partners’ $2.4 billion purchase of Quorum Business Solutions, Inc., while energy deals like Dalinar Energy’s $7.08 billion bid for PDV Holding, Inc. underscored the state’s oil and gas prominence. The month’s total transaction value hit $31.9 billion across 16 disclosed deals, ranging from small asset sales like KMIL-FM at $0.33 million to PepsiCo’s $1.95 billion deal for VNGR Beverage LLC, reflecting Texas’s broad appeal in tech, finance, and consumer goods. Private equity backed 39% of the transactions, signaling robust investor confidence in the state’s dynamic economic landscape.
Texas — Strategic vs. Sponsor-led Activity
Texas — X / Y Plot By Sector
M&A Segmentation — Glossary:
M&A – Whole: The acquisition of 100% ownership of a target company, giving the buyer full control.
M&A – Asset: The purchase of specific assets, such as mineral rights or property, without acquiring the entire company.
M&A – Minority: The acquisition of a non-controlling stake, typically under 50%.
M&A – Spinoff or Splitoff: The divestiture of a business unit into a separate entity or distribution of subsidiary shares to shareholders.
Deal Terms — Glossary:
Transaction Value: Represents the total consideration paid for a transaction, including net debt only if assumed, capturing the full financial scope of the deal.
Deal Value: Focuses solely on the consideration paid for the equity acquired, excluding net debt, to reflect the cost of ownership.
Implied Enterprise Value: Provides a standardized measure of the target’s total entity value, incorporating 100% of the enterprise including net debt, for consistent comparison with metrics like LTM EBITDA and Revenue.
Implied Equity Value: Isolates the equity portion, representing 100% of the target’s equity value, enabling a clear equity-to-equity comparison across transactions.
Texas — M&A Segmentation
Texas — Sector Breakdown
Second Level Primary Industry Breakdown
Texas — March 2025 M&A Deal Summaries
Certain Insurance Assets (Announced: March 1, 2025)
BroadStreet Partners, Inc. acquired certain insurance assets from an undisclosed agency on March 1, 2025. The deal bolsters BroadStreet’s insurance portfolio in the financial sector. The transaction was completed on the same day.
Ckj Transport Of North Texas (Announced: March 3, 2025)
Miles Ahead Brands Services, LLC acquired Ckj Transport Of North Texas, a cargo transportation firm, on March 3, 2025. The deal enhances Miles Ahead’s logistics capabilities in the industrials sector. The transaction was finalized swiftly.
DoctorLogic, LLC (Announced: March 3, 2025)
YAPI Dental Software acquired DoctorLogic LLC, a health care tech firm, on March 3, 2025, with Intrepid Investment Bankers advising Yapi. The deal strengthens YAPI’s health care technology offerings in Texas. The transaction was completed on the same day.
Identity Automation Systems, LLC (Announced: March 3, 2025)
Jamf Holding Corp. acquired Identity Automation Systems, LLC from Spotlight Equity Partners for $215 million on March 3, 2025, finalized on April 1, 2025, with $40 million deferred to October 2025, advised by Kirkland & Ellis. The deal, adding 90 employees and dynamic identity management to Jamf’s portfolio, awaited Hart-Scott-Rodino approval. It enhances Jamf’s application software capabilities in the tech sector.
Kris-Con Rents, Inc. (Announced: March 3, 2025)
White Cap Supply Holdings, LLC acquired Kris-Con Rents, Inc., an industrial distributor, on March 3, 2025. The deal expands White Cap’s supply chain presence in Texas. The transaction was finalized promptly.
Nations Reliable Lending, LLC (Announced: March 3, 2025)
Union Home Mortgage Corporation acquired Nations Reliable Lending, LLC, a mortgage broker, on March 3, 2025. The deal bolsters Union Home’s financial services portfolio in Texas. The transaction was completed on the same day.
Orion Water Solutions, LLC (Announced: March 3, 2025)
Whitewater Management Ltd. acquired Orion Water Solutions, LLC on March 3, 2025, with Sparkstone Capital Advisors advising Orion. The deal enhances Whitewater’s portfolio in the unclassified sector. The transaction was finalized swiftly.
SineCera Capital, LLC (Announced: March 3, 2025)
ABRY Partners’ unit Prime Capital Investment Advisors, LLC acquired SineCera Capital, LLC on March 3, 2025, creating Prime Capital Family Office led by Kaylakie, advised by Hue Capital Partners. The new division targets ultra-high-net-worth families, expanding Prime Capital’s wealth management services. The deal was completed on the same day.
Equus Energy, LLC (Announced: March 4, 2025)
North American Energy Opportunities Corp. acquired Equus Energy, LLC from Equus Total Return, Inc. for $4 million on March 4, 2025, with $1.25 million in cash and redeemable preferred stock. The deal strengthens North American Energy’s oil and gas exploration portfolio in Texas. The transaction was finalized promptly.
JKJ Benefits, LLC (Announced: March 4, 2025)
Inszone Insurance Services, Inc. acquired JKJ Benefits, LLC on March 4, 2025, enhancing its employee benefits division in Texas. The strategic merger expands Inszone’s insurance solutions offerings in the financial sector. The deal was completed on the same day.
KBDT-AM (Announced: March 4, 2025)
Kolbe Good News Media LLC agreed to acquire KBDT-AM from Pacific Star Media LLC for $0.5 million on February 26, 2025, advised by Jeffrey L. Timmons, P.C. The deal, pending FCC approval, aims to expand Kolbe’s broadcasting presence in Texas. The transaction awaits regulatory clearance.
Quorum Business Solutions, Inc. (Announced: March 4, 2025)
Francisco Partners Management, L.P. agreed to acquire Quorum Business Solutions, Inc. from Thoma Bravo, L.P. for an estimated $2.4 billion on March 4, 2025, advised by Lincoln International and Jefferies. The deal, reported by the Wall Street Journal, strengthens Francisco Partners’ application software portfolio in the tech sector. The transaction awaits closure details.
Stanley Korshak, LLC (Announced: March 4, 2025)
Mitchells Stores acquired Stanley Korshak, LLC, an apparel retailer, on March 4, 2025, with Crawford Brock and Martha Leonard continuing to lead. The deal expands Mitchells Stores’ retail presence in the consumer sector. The transaction was finalized swiftly.
Suuchi Inc. (Announced: March 4, 2025)
Ignite Enterprise Software Solutions, LLC acquired Suuchi Inc. from Edison Partners and Decathlon Capital Partners on March 4, 2025. The deal bolsters Ignite’s application software offerings in the tech sector. The transaction was completed on the same day.
Auto Labs, Inc. (Announced: March 5, 2025)
Kenect, LLC acquired Auto Labs, Inc. on March 5, 2025, with Daniel Gonzalez joining as Head of Product AI, advised by Weil, Gotshal & Manges LLP. The deal enhances Kenect’s application software capabilities in the tech sector. The transaction was finalized promptly.
Id Studio 4, LLC (Announced: March 5, 2025)
Sperides Reiners Architects acquired Id Studio 4, LLC on March 5, 2025, unifying both into the national brand FUSION AE. The deal strengthens Sperides Reiners’ construction and engineering portfolio in Texas. The transaction was completed on the same day.
KMIL-FM (Announced: March 5, 2025)
Gary L. Moss agreed to acquire KMIL-FM for $0.33 million from Centex Broadcasting, LLC and others on January 31, 2025, pending FCC approval. The deal aims to expand Moss’s broadcasting presence in Texas’s media sector. The transaction awaits regulatory clearance.
Rhythmos Inc. (Announced: March 5, 2025)
Coforge Inc. acquired 100% of Rhythmos Inc. for $48.7 million on March 4, 2025, finalized on April 4, 2025, with $30 million in cash and $18.7 million in earnouts, advised by J. Sagar Associates. Rhythmos reported $25.3 million in 2024 revenue, enhancing Coforge’s IT consulting portfolio. The deal was approved by Coforge’s board, meeting all closing conditions.
Blackboxstocks Inc. (Announced: March 10, 2025)
REalloys Inc. agreed to acquire Blackboxstocks Inc. for a $400 million enterprise value in a reverse merger on March 10, 2025, with REalloys owning 92.7% of the combined company, advised by Palladium Capital Group. Post-merger, REalloys will rename to REalloys Inc., with David Argyle as CEO, pending Nasdaq approval and regulatory conditions, expected to close in Q2 2025. The deal includes Contingent Value Rights for Blackbox shareholders, enhancing REalloys’ fintech operations.
Cavern Solutions, Inc. (Announced: March 10, 2025)
SubTerra Engineering acquired Cavern Solutions, Inc., a construction and engineering firm, on March 10, 2025. The deal expands SubTerra’s industrial portfolio in Texas. The transaction was finalized on the same day.
HighGround Restoration Group, Inc. (Announced: March 10, 2025)
Knox Lane LP acquired a majority stake in HighGround Restoration Group, Inc. from Trivest Discovery Fund and Trivest Partners on March 10, 2025, advised by Harris Williams and Kirkland & Ellis. The deal strengthens Knox Lane’s construction and engineering portfolio in the industrials sector. The transaction was completed promptly.
Newpoint Holdings JV LLC (Announced: March 10, 2025)
Franklin BSP Realty Trust, Inc.’s units FBRT OP LLC and FBRT Sub REIT TRS LLC agreed to acquire Newpoint Holdings JV LLC for $425 million on March 9, 2025, advised by Barclays and Hogan Lovells. The deal, unanimously approved by the board, is set to close in Q3 2025, pending regulatory approvals. It enhances Franklin BSP’s specialty finance portfolio in the financial sector.
PDV Holding, Inc. (Dalinar Energy Proposal) (Announced: March 10, 2025)
Dalinar Energy Corporation and a consortium including Koch Minerals S.A. proposed acquiring PDV Holding, Inc. from Petróleos de Venezuela, S.A. for $7.1 billion on March 7, 2025, with $3.925 billion in cash and $3.156 billion in equity, advised by Brown Rudnick. The deal, supported by $6.5 billion in debt financing, awaits court approval on April 17, 2025, and regulatory clearances, including from OFAC. It aims to reshape PDV Holding’s oil and gas operations in Texas.
Sacred Freedom Marketing, Inc. (Announced: March 10, 2025)
TruLata LLC agreed to acquire Sacred Freedom Marketing, Inc. on March 10, 2025, with Tiffany Bednar joining as COO to lead integration efforts. The deal expands TruLata’s advertising portfolio in the media sector. The transaction awaits closure details.
VitalTech Holdings, Inc. (Announced: March 10, 2025)
Lexington Wellness Holdings Inc. acquired VitalTech Holdings, Inc., a health care tech firm, on March 10, 2025, with Chris Fieschko advising VitalTech. The deal enhances Lexington Wellness’s health care technology offerings in Texas. The transaction was finalized on the same day.
Envy Gaming, Inc. (Announced: March 11, 2025)
Native Gaming acquired Envy Gaming, Inc., a movies and entertainment firm, on March 11, 2025. The deal strengthens Native Gaming’s media portfolio in Texas. The transaction was completed promptly.
Ipeople Healthcare, LLC (Announced: March 11, 2025)
RLDatix Ltd. acquired Interface People, LP, a health care tech firm, on March 11, 2025. The deal bolsters RLDatix’s health care technology offerings in Texas. The transaction was finalized on the same day.
Kipi.ai (Announced: March 11, 2025)
WNS (Holdings) Limited acquired Kipi.Bi LLC from Seroda Ventures on March 11, 2025, with Kipi expected to contribute 2% to WNS’s revenue, advised by Canaccord Genuity. The deal enhances WNS’s internet services portfolio in the tech sector. The transaction was completed swiftly.
Magnetika Group, LLC (Announced: March 11, 2025)
Dialog Group Inc. acquired Magnetika Group, LLC, an advertising firm, on March 11, 2025. The deal expands Dialog Group’s media and entertainment portfolio in Texas. The transaction was finalized on the same day.
Stonehill Environmental Partners (Announced: March 11, 2025)
Golden Gate Capital acquired Stonehill Environmental Partners, a water utilities firm, on March 11, 2025, advised by Houlihan Lokey and Jones Day. The deal strengthens Golden Gate’s energy and utilities portfolio in Texas. The transaction was completed promptly.
zdSCADA, LP (Announced: March 11, 2025)
Quorum Business Solutions, Inc. acquired zdSCADA, LP, an application software firm, on March 11, 2025, with PPHB and Troutman Pepper Locke advising zdSCADA. The deal enhances Quorum’s tech portfolio in Texas. The transaction was finalized on the same day.
Fiber Solutions Business (Announced: March 13, 2025)
Zayo Group Holdings, Inc. agreed to acquire Fiber Solutions Business from Crown Castle Inc. for $4.3 billion on March 13, 2025, with closure expected in H1 2026, advised by PJT Partners and Simpson Thacher. Crown Castle plans to use proceeds for debt repayment and a $3 billion share repurchase program, pending regulatory approval. The deal expands Zayo’s alternative carriers portfolio in the tech sector.
STF Tactical Growth ETF/STF Tactical Growth & Income ETF (Announced: March 14, 2025)
Hennessy Advisors, Inc. agreed to acquire STF Tactical Growth ETF and STF Tactical Growth & Income ETF from STF Management LP on March 14, 2025, with closure expected in Q3 2025. The ETFs will be reorganized and renamed under Hennessy Funds Trust, with Hennessy as the investment advisor. The deal, pending regulatory approval, expands Hennessy’s asset management portfolio.
Sabine River & Northern Railroad LLC (Announced: March 17, 2025)
County Line Rail acquired Sabine River & Northern Railroad Company from International Paper Company on March 17, 2025. The deal strengthens County Line Rail’s transportation portfolio in the industrials sector. The transaction was finalized on the same day.
VNGR Beverage LLC (Announced: March 17, 2025)
PepsiCo, Inc. agreed to acquire VNGR Beverage LLC ("Poppi") from CAVU Consumer Partners for $1.95 billion on March 16, 2025, with a net price of $1.65 billion after tax benefits, advised by Centerview Partners and Cravath. The deal, including potential earnout payments, awaits regulatory approval and is expected to close later in 2025. It enhances PepsiCo’s soft drinks portfolio in the consumer sector.
Xpediant Solutions Group, Ltd. (Announced: March 17, 2025)
Qualified Digital LLC acquired Xpediant Solutions Group, Ltd., an IT consulting firm, on March 17, 2025. The deal expands Qualified Digital’s tech services portfolio in Texas. The transaction was finalized swiftly.
Aspen Manufacturing LLC (Announced: March 18, 2025)
CSW Industrials, Inc. agreed to acquire Aspen Manufacturing, Inc. for $313.5 million on March 18, 2025, with closure expected in Q1 2026, advised by Latham & Watkins. Aspen reported $122.4 million in 2024 revenue, and the deal, valued at 11x EBITDA, is set to be accretive to CSW’s earnings. It strengthens CSW’s industrial machinery portfolio, pending Hart-Scott-Rodino approval.
Grid4C Ltd. (Announced: March 18, 2025)
Bidgely, Inc. acquired Grid4C Ltd., an application software firm, on March 18, 2025. The deal enhances Bidgely’s tech portfolio in Texas. The transaction was finalized on the same day.
OTR Fleet Service LLC (Announced: March 18, 2025)
FleetPride, Inc. acquired OTR Fleet Service LLC from James and CJ Hicks on March 18, 2025. The deal bolsters FleetPride’s industrial machinery portfolio in Texas. The transaction was completed promptly.
Risk Transfer Partners (Announced: March 18, 2025)
CRC Insurance Services, Inc. acquired Risk Transfer Partners on March 18, 2025, with Dave Barrett’s team joining CRC Specialty, advised by Houlihan Lokey and Troutman Pepper Locke. The deal expands CRC’s insurance brokerage portfolio in Texas. The transaction was finalized on the same day.
OnlineMedEd, Inc. (Announced: March 19, 2025)
Archer Review, LLC acquired OnlineMedEd, Inc., an interactive entertainment firm, on March 19, 2025. The deal strengthens Archer Review’s media portfolio in Texas. The transaction was completed swiftly.
Advanced AgProtection, LLC (Announced: March 20, 2025)
Palomar Holdings, Inc. agreed to acquire Advanced AgProtection, LLC, an insurance broker, on March 20, 2025, with closure expected in Q2 2025. The deal enhances Palomar’s financial services portfolio in Texas. It awaits customary closing conditions.
ADCC Group, LLC (Announced: March 21, 2025)
Salute Mission Critical, LLC acquired Advanced Data Center Consulting Group, an IT consulting firm, on March 21, 2025. The deal expands Salute Mission Critical’s tech services portfolio in Texas. The transaction was finalized on the same day.
ATCO Products Inc. (Announced: March 21, 2025)
Nichirin Co., Ltd. agreed to acquire ATCO Products Inc. from Fidelis Holdings, LLC on March 21, 2025, with closure expected by April 30, 2025, as resolved by Nichirin’s board. The deal strengthens Nichirin’s automotive parts portfolio in the consumer sector. It awaits final closing conditions.
Natural Gas Pipeline Company of America LLC (Announced: March 21, 2025)
ArcLight Capital Partners, LLC agreed to acquire an additional 25% stake in Natural Gas Pipeline Company of America LLC from Brookfield Infrastructure Partners on March 21, 2025, increasing its stake to 62.5%, advised by Latham & Watkins. The deal, set to close in Q2 2025, enhances ArcLight’s oil and gas transportation portfolio, with Kinder Morgan retaining a 37.5% stake and operational control. It awaits customary closing conditions.
PDV Holding, Inc. (Contrarian Capital Proposal) (Announced: March 21, 2025)
Contrarian Capital Management LLC proposed acquiring PDV Holding, Inc. from Petróleos de Venezuela, S.A. for $3.7 billion on March 21, 2025, with $318 million non-cash, advised by Wells Fargo. The deal, recommended as the Stalking Horse and approved by a U.S. judge on April 21, 2025, strengthens Contrarian’s oil and gas refining portfolio. It awaits final court and regulatory approvals.
Litchfield Special Risks, Inc. (Announced: March 24, 2025)
Arthur J. Gallagher & Co.’s unit Risk Placement Services, Inc. acquired Litchfield Special Risks, Inc., an insurance broker, on March 24, 2025. The deal expands Risk Placement’s financial services portfolio in Texas. The transaction was finalized on the same day.
Channell Commercial Corporation (Announced: March 25, 2025)
Prysmian S.p.A. agreed to acquire Channell Commercial Corporation for $1.2 billion on March 25, 2025, with $950 million base consideration and up to $200 million in earnouts, advised by Freshfields and Goldman Sachs. The deal, funded by debt and equity, is set to close in Q2 2025, pending regulatory clearances, and enhances Prysmian’s chemicals portfolio. It targets Channell’s 2025 EBITDA performance for additional payments.
Code Ninjas, LLC (Announced: March 25, 2025)
Code Coast Consulting acquired Code Ninjas, LLC on March 25, 2025, gaining control of its five locations across Texas. The deal expands Code Coast’s education services portfolio in the consumer sector. The transaction was finalized on the same day.
Kirkland Sales Inc. (Announced: March 25, 2025)
Conner Industries, Inc. acquired Kirkland Sales Inc., a chemicals distributor, on March 25, 2025. The deal strengthens Conner Industries’ materials portfolio in Texas. The transaction was completed promptly.
Vasseur Commercial Real Estate, Inc. (Announced: March 25, 2025)
Ellis & Tinsley, Inc. acquired Vasseur Commercial Real Estate, Inc. on March 25, 2025, merging to form Team & Vasseur Commercial Real Estate (TVCRE) in Fort Worth. Bill Ellis remains an owner, while Vasseur and Team lead the firm’s growth in the real estate sector. The deal was finalized on the same day.
Access Global Group LLC (Announced: March 26, 2025)
FormativGroup, a Rockbridge Growth Equity platform, acquired a majority stake in Access Global Group Inc. on March 26, 2025, advised by Honigman LLP and Shumaker Williams PC. The deal marks FormativGroup’s first acquisition, expanding its IT consulting portfolio in Texas. The transaction was completed swiftly.
Baseline Energy Services, LP (Announced: March 26, 2025)
Pennybacker Capital Management, LLC acquired Baseline Energy Services, LP on March 26, 2025, with Graham Radler’s team continuing to lead, advised by Moelis. The deal enhances Pennybacker’s electric utilities portfolio in the energy sector. The transaction was finalized on the same day.
Orcus Fire & Risk, Inc. (Announced: March 26, 2025)
Bluejack Fire and Life Safety acquired Orcus Fire & Risk, Inc., a research and consulting firm, on March 26, 2025, with Squire Patton Boggs advising Agellus Capital. The deal expands Bluejack’s industrials portfolio in Texas. The transaction was completed promptly.
AppVirality Inc. (Announced: March 27, 2025)
JungleWorks acquired a majority stake in Appvirality Inc., an application software firm, on March 27, 2025. The deal strengthens JungleWorks’ tech portfolio in Texas. The transaction was finalized on the same day.
Case Works, LLC (Announced: March 27, 2025)
Angeion Group, LLC acquired Case Works, LLC, an interactive media firm, on March 27, 2025. The deal enhances Angeion Group’s media portfolio in Texas. The transaction was completed swiftly.
Invoke Tax Partners, LLC (Announced: March 27, 2025)
Baker Tilly US, LLP acquired Invoke Tax Partners, LLC, a research and consulting firm, on March 27, 2025. The deal bolsters Baker Tilly’s industrials portfolio in Texas. The transaction was finalized on the same day.
Express Information Systems, Inc. (Announced: March 28, 2025)
Endeavour Solutions, Inc. acquired Express Information Systems, Inc., an IT consulting firm, on March 28, 2025. The deal expands Endeavour Solutions’ tech services portfolio in Texas. The transaction was completed promptly.
Fuller Wealth Management, LLC (Announced: March 28, 2025)
Wealth Enhancement Group, LLC acquired XO Wealth Management on March 28, 2025, operating as the XO and Skyline Teams, advised by Williams Private Wealth Advisory. The deal strengthens Wealth Enhancement’s asset management portfolio in the financial sector. The transaction was finalized on the same day.
Leading Edge Claims Service, LLC (Announced: March 28, 2025)
RYZE Claim Solutions LLC acquired Leading Edge Claims Service, LLC on March 28, 2025, with Troy Hansen continuing to lead operations as a RYZE division. The deal expands RYZE’s insurance brokerage portfolio in Texas. The transaction was completed swiftly.
Revere Public Adjusters, Inc. (Announced: March 28, 2025)
Stellar Buyer LLC acquired Revere Public Adjusters, Inc., an insurance broker, on March 28, 2025, advised by Sica Fletcher, LLC. The deal enhances Stellar Buyer’s financial services portfolio in Texas. The transaction was finalized on the same day.
American Door Products, Inc. (Announced: March 31, 2025)
Riverbend Industries acquired American Door Products, Inc., including its Pearland Industries division, on March 31, 2025, integrating it into its Building Solutions group. The deal strengthens Riverbend’s retail distribution portfolio in the consumer sector. The transaction was completed promptly.
Bobcat Power Holdings, LLC (Announced: March 31, 2025)
Utility Lines Construction Services, LLC acquired Bobcat Power Holdings, LLC from Cotton Creek Capital Management on March 31, 2025, advised by Perkins Coie LLP. The deal expands Utility Lines’ construction and engineering portfolio in Texas. The transaction was finalized on the same day.
East Texas Gas Assets (Announced: March 31, 2025)
TG Natural Resources LLC, a unit of Tokyo Gas Co., Ltd., acquired a 70% stake in East Texas gas assets from Chevron Corporation for $524 million on March 31, 2025, advised by Truist Securities and Kirkland & Ellis. The deal strengthens TG Natural Resources’ oil and gas exploration portfolio in Texas. The transaction was completed on the same day.
Mr. Cooper Group Inc. (Announced: March 31, 2025)
Rocket Companies agreed to acquire Mr. Cooper Group Inc. for $9.44 billion on March 31, 2025, with Jay Bray becoming Rocket Mortgage’s CEO, advised by J.P. Morgan and Paul, Weiss. Rocket shareholders will own 75% of the combined company, with the deal projecting $400 million in cost savings, expected to close in Q4 2025 pending Hart-Scott-Rodino approval. The transaction, funded by a $4.95 billion bridge loan, enhances Rocket’s mortgage banking portfolio.
Undisclosed Insurance Agency (Announced: March 31, 2025)
Inszone Insurance Services, Inc. acquired an undisclosed insurance agency on March 31, 2025, advised by Sica Fletcher, LLC. The deal further expands Inszone’s insurance brokerage portfolio in Texas. The transaction was finalized on the same day.
Copyright ©2025 William & Wall, S&P Global Market Intelligence.
