Press Releases August 13, 2026 04:30 PM

TWFG Expands Credit Facility to $125 Million, Enhancing Capacity for Continued Growth and Strategic Investments

TWFG Secures $125M Revolving Credit Facility to Fuel Growth and Technological Investments

By Nina Shah
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TWFG

TWFG, Inc. has expanded its revolving credit facility to $125 million with an extended maturity to 2031, enhancing its liquidity and financial flexibility. The credit agreement with PNC Bank includes an uncommitted accordion feature potentially increasing borrowing capacity to $200 million. This financial move supports TWFG's growth strategy through acquisitions, organic growth, and investment in technology and AI capabilities to strengthen its insurance distribution platform.

TWFG Expands Credit Facility to $125 Million, Enhancing Capacity for Continued Growth and Strategic Investments
TWFG
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Key Points

  • TWFG expanded its revolving credit facility to $125 million, with the potential to increase to $200 million via an accordion feature.
  • The credit facility's maturity has been extended to August 12, 2031, providing long-term financial flexibility.
  • Funds will support growth opportunities, acquisitions, and investments in technology, data, and AI-enabled capabilities to enhance the platform.
  • The company operates in the insurance distribution sector, impacting financial services and insurance markets.

THE WOODLANDS, Texas, Aug. 13, 2026 (GLOBE NEWSWIRE) -- TWFG, Inc. (Nasdaq: TWFG) ("TWFG" or the "Company") today announced that it has entered into an Amended and Restated Credit Agreement providing for a $125 million revolving credit facility and extending the facility's maturity to August 12, 2031.

The credit facility, with PNC Bank, National Association serving as administrative agent, enhances TWFG's liquidity and financial flexibility to support the Company's continued growth strategy. The agreement also includes an uncommitted accordion feature that allows the Company to seek up to an additional $75 million of lender commitments, bringing potential borrowing capacity to $200 million.

"This expanded facility reflects the significant growth of TWFG and provides additional capacity to support our long-term strategic objectives," said Richard F. "Gordy" Bunch III, Chief Executive Officer of TWFG. "The increased borrowing capacity, extended maturity profile, and continued support from our lending partners position us to pursue attractive growth opportunities while maintaining financial discipline. In addition to supporting acquisitions and organic growth initiatives, this enhanced financial flexibility allows us to continue investing in the technology, data, and AI-enabled capabilities that strengthen our platform and create value for our agents, customers, and shareholders. We appreciate the confidence and continued support of our lending partners as we execute our long-term growth strategy."

About TWFG, Inc.

TWFG, Inc. (Nasdaq: TWFG) is a leading insurance distribution platform providing personal and commercial property and casualty insurance, life insurance, and other financial products and services through a growing network of agents and agency partners across the United States. Guided by its commitment that Our Policy is Caring, TWFG helps individuals and businesses protect what matters most.

Forward-Looking Statements

This press release contains forward-looking statements within the meaning of federal securities laws, including statements regarding TWFG's growth strategy, acquisition opportunities, financial flexibility, technology investments, and future performance. Actual results may differ materially from those expressed or implied by these forward-looking statements. Readers should review the Company's filings with the Securities and Exchange Commission for additional information regarding risks and uncertainties.

PR Contact:
Alex Bunch
TWFG, Inc. – CMO
E-mail: alex@twfg.com


Risks

  • Forward-looking statements indicate uncertainty about future growth and performance; actual results may differ materially.
  • Dependence on credit markets and lender support poses liquidity risks if financial conditions change.
  • Investments in technology and acquisitions carry execution risks that may affect projected growth and shareholder value.

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