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EPIC Insurance Brokers & Consultants - M&A Summary, Ownership, and Business Overview

InsuranceCompany

EPIC Insurance Brokers & Consultants M&A Summary

EPIC Insurance Brokers & Consultants has acquired 20 companies of its own, including 4 in the last 5 years. A total of 2 acquisitions came from private equity firms.

EPIC Insurance Brokers & Consultants has acquired in 10 different US states. The Company’s most targeted sectors include insurance (95%) and business services (5%).

EPIC Insurance Brokers & Consultants Ownership

Who owns EPIC Insurance Brokers & Consultants?

EPIC Insurance Brokers & Consultants is owned by Galway Insurance Holdings. It was acquired on June 19, 2020.

Was EPIC Insurance Brokers & Consultants formerly PE-backed?

Yes. EPIC Insurance Brokers & Consultants was formerly owned by 3 private investors.

EPIC Insurance Brokers & Consultants Business Overview

Where is EPIC Insurance Brokers & Consultants headquartered?

EPIC Insurance Brokers & Consultants is headquartered in San Francisco, California.

How many employees does EPIC Insurance Brokers & Consultants have?

EPIC Insurance Brokers & Consultants has 1,000 employees.

What sector is EPIC Insurance Brokers & Consultants in?

EPIC Insurance Brokers & Consultants is an insurance company.

When was EPIC Insurance Brokers & Consultants founded?

EPIC Insurance Brokers & Consultants was founded in 2007.

M&A Summary

  • M&A Total Activity20
    • M&A Buy Activity20
  • Total Sectors Invested 2
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 5
  • M&A Advisors 3

EPIC Insurance Brokers & Consultants

EPIC Insurance Brokers & Consultants, Inc.

1 California Street, Suite 400,
San Francisco, California 94111
United States,
(800) 345-7242
www.epicbrokers.com

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.


M&A Summary

Buy vs Sell

Year ≤ '20 '21 '22 '23 '24 '25 T
Buy (0.8/yr) # 16 1 - - 2 1 20
Sell (0.0/yr) # - - - - - - 0
  20

Most Recent M&A

Company Date Value Type
Chartwell Insurance Services 2025-02-10 - Add-on Acquisition
Chicago, Illinois · www.chartwellins.com
TDC Life, Inc. 2024-10-01 - Add-on Acquisition
Maumee, Ohio · www.tdclife.com
Century Insurance Group LLC 2024-07-16 - Add-on Acquisition
Bend, Oregon · www.centuryins.com
Pharmaceutical Strategies Group LLC 2021-02-03 - Add-on Acquisition
Plano, Texas · www.psgconsults.com
Integro Holdings Inc. 2019-11-04 - Divestiture
New York, New York
Prime Risk Partners, Inc. 2019-10-15 - Add-on Acquisition
Alpharetta, Georgia · www.primeriskpartners.com
Trumark Insurance & Financial Services, Inc. 2019-08-08 - Add-on Acquisition
Pleasanton, California · www.trumarkfinancial.com
Brokers Insurance Mart, Inc. 2019-05-07 - Add-on Acquisition
Livermore, California · www.brokersinsurancemart.com
Paragon Insurance Holdings - Direct Retail Wine Industry Business 2018-11-27 - Divestiture
Avon, Connecticut
Total Management Corp. 2018-10-11 - Add-on Acquisition
Melville, New York · www.tmccompany.com
View All >>

Business Unit M&A

Company Acquired Add-On/Sale Date #
The Capacity Group, Inc.    - WSIB Insurance Agency LLC 2013-08-26 1
Mahwah, New Jersey · www.capcoverage.com Jackson, Michigan · www.wsibinsurance.com

M&A by Sector

Sector Buy # Value Sell # Value
Insurance 19 (95%) - - -
Business Services 1 (5%) - - -
Total 20 - - -

By Geo

State/Country Buy Value Sell Value
United States 20 - - -
  California 6 - - -
  New York 4 - - -
  Georgia 3 - - -
  Connecticut 1 - - -
  Texas 1 - - -
  Oregon 1 - - -
  Ohio 1 - - -
  New Jersey 1 - - -
  Illinois 1 - - -
Total 20 - - -

Top M&A Advisors

Financial Deals
BofA Securities
 1
Legal Deals
Cozen O'Connor
 1
Weil Gotshal & Manges
 1

M&A Connections

Deals
Acquired from
Investor(s)
10%
2 (10%)
Strategic(s)
10%
2 (10%)

Company Summary

SECTOR

Insurance

Employees

1,000

Established

2007

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