M&A Deal Summary |
|
|---|---|
| Date | 2017-03-09 |
| Target | The Capacity Group |
| Sector | Insurance |
| Buyer(s) | EPIC Insurance Brokers & Consultants |
| Deal Type | Add-on Acquisition |
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| Category | Company |
|---|---|
| Founded | 2007 |
| Sector | Insurance |
| Employees | 1,000 |
EPIC Insurance Brokers & Consultants is a unique and innovative retail property & casualty and employee benefits insurance brokerage and consulting firm. EPIC's expertise across key lines of insurance, including risk management, property and casualty, employee benefits, unique specialty program insurance, and private client services. EPIC Insurance Brokers & Consultants was founded in 2007 and is based in San Francisco, California.
| DEAL STATS | # |
|---|---|
| Overall | 8 of 17 |
| Sector (Insurance) | 8 of 16 |
| Type (Add-on Acquisition) | 6 of 13 |
| State (New Jersey) | 1 of 1 |
| Country (United States) | 8 of 17 |
| Year (2017) | 1 of 2 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2015-05-18 |
Executive Financial
Los Angeles, California, United States Executive Financial, a specialized brokerage and consulting services. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2017-10-25 |
Frenkel
New York, New York, United States Frenkel & Co. is one of the nation’s most respected full-service independent insurance brokers. Established in 1878 by Emil Frenkel, Frenkel & Company is one of the largest privately-held insurance brokers in the nation. Frenkel was most recently ranked #48 in Business Insurance Magazine’s list of the 100 Largest Brokers of U.S. Business, published in July 2017. |
Buy | - |
