EPIC Advisors - M&A Summary, Ownership, and Business Overview

InsuranceCompany

EPIC Advisors M&A Summary

EPIC Advisors has acquired 1 company of its own.

EPIC Advisors has acquired in 1 US state. The Company’s most targeted sectors include insurance (100%).

EPIC Advisors Ownership

Who owns EPIC Advisors?

EPIC Advisors is owned by NBT Bancorp. It was acquired on January 1, 2005.

EPIC Advisors Business Overview

Where is EPIC Advisors headquartered?

EPIC Advisors is headquartered in Rochester, New York.

What sector is EPIC Advisors in?

EPIC Advisors is an insurance company.

When was EPIC Advisors founded?

EPIC Advisors was founded in 1993.

M&A Summary

  • M&A Total Activity1
    • M&A Buy Activity1
  • Total Sectors Invested 1
  • Total Countries Invested 1

EPIC Advisors, Inc.

150 State Street, Suite 200,
Rochester, New York 14614
United States,
(585) 232-9060
www.epic1st.com

EPIC Advisors, Inc. is a provider of customized, open-architecture retirement plan recordkeeping, marketing and service solutions for banks, trust companies, third party administrators, investment advisors and other financial intermediaries who serve the retirement plan market.


M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.0/yr) # 1 - - - - - 1
Sell (0.0/yr) # - - - - - - 0
  1

Most Recent M&A

Company Date Value Type
Retirement Plan Services LLC 2018-04-05 - Add-on Acquisition
Brentwood, Missouri · www.rpsbenefits.com
View All >>

M&A by Sector

Sector Buy # Value Sell # Value
Insurance 1 (100%) - - -
Total 1 - - -

By Geo

State/Country Buy Value Sell Value
United States 1 - - -
  Missouri 1 - - -
Total 1 - - -

Company Summary

SECTOR

Insurance

Established

1993

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