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Tommy McJoint

Managing Director and Equity Research Analyst at KBW

Tommy McJoynt is a Managing Director and Equity Research Analyst at Keefe, Bruyette & Woods (KBW), specializing in residential real estate, mortgage finance, and specialty finance sectors. He covers a range of publicly traded companies including mortgage REITs, mortgage insurers, homebuilders, and real estate technology firms, with a strong track record reflected in his performance metrics: he has maintained a buy rating on approximately 63% of his recommendations, a hold rating on 29%, and a sell rating on 7%, according to TipRanks, and has delivered an average return of 110.6% over the past year. McJoynt joined KBW in 2016 after working at Crowe, bringing several years of experience in financial services research. He holds FINRA Series 7 and Series 63 securities licenses, underscoring his professional credentials in the financial industry.

Tommy McJoint's questions to TWFG (TWFG) leadership

Question · Q3 2025

Tommy McJoint asked about the $10 million 'other investments' line item in the cash flow statement and TWFG's M&A pipeline expectations for 2026.

Answer

Gordy Bunch, CEO, Chairman, and Director, TWFG, clarified that the $10 million was deployed into TWFG's premium finance operations, yielding over 7% and being highly accretive. He expects TWFG to exceed its 2025 M&A pace in 2026 by executing earlier in the cycle.

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