# TWFG, Inc. (TWFG) — capital_raise/public_offering [announced]
Source: sec.gov · situation sit_3e8dfc0c8683edd10c44 · public 3619560485915169040 · retrieved 2026-08-20T13:18:08.008Z

## Overview
TWFG, Inc. is an insurance agents, brokers and services company that operates through its subsidiaries including TWFG Insurance Services and TWFG General Agency.

TWFG, Inc. entered into an Amended and Restated Credit Agreement on August 12, 2026, with TWFG Holding Company, LLC as borrower and PNC Bank, National Association as administrative agent. The facility provides a $125,000,000 revolving credit commitment (including a $12,500,000 swingline sub-facility and $12,500,000 letter of credit sub-facility), with an uncommitted accordion feature allowing the company to seek an additional $75,000,000 in commitments. The revolving loans mature on August 12, 2031. The agreement amended and restated the company's existing credit agreement dated May 23, 2023, as amended on June 20, 2024.

## Terms
- Counterparty: PNC Bank, National Association · Deal value: $125.0M

## Key dates
- Announced 2026-08-13 · Expiry 2031-08-12

## Timeline
- 2026-08-13 · 8-K (0002007596-26-000014): 8-K - TWFG, Inc. — *TWFG, Inc. is an insurance agents, brokers and services company that operates through its subsidiaries including TWFG Insurance Services and TWFG General Agency.* TWFG, Inc. entered into an Amended and Restated Credit Agreement on August 12, 2026, with TWFG Holding Company, LLC as borrower and PNC Bank, National Association as administrative agent. The facility provides a $125,000,000 revolving credit commitment (including a $12,500,000 swingline sub-facility and $12,500,000 letter of credit sub-facility), with an uncommitted accordion feature allowing the company to seek an additional $75,000,000 in commitments. The revolving loans mature on August 12, 2031. The agreement amended and restated the company's existing credit agreement dated May 23, 2023, as amended on June 20, 2024.
  https://www.sec.gov/Archives/edgar/data/2007596/0002007596-26-000014.txt

## Citations
- 0002007596-26-000014 — https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&type=&dateb=&owner=include&count=40&search_text=000200759626000014