M&A Deal Summary

EPIC Insurance Brokers & Consultants Acquires Prime Risk Partners

On October 15, 2019, EPIC Insurance Brokers & Consultants acquired insurance company Prime Risk Partners from Thomas H. Lee Partners

Acquisition Highlights
  • This is EPIC Insurance Brokers & Consultants’ 15th transaction in the Insurance sector.
  • This is EPIC Insurance Brokers & Consultants’ 15th transaction in the United States.
  • This is EPIC Insurance Brokers & Consultants’ 3rd transaction in Georgia.

M&A Deal Summary

Date 2019-10-15
Target Prime Risk Partners
Sector Insurance
Buyer(s) EPIC Insurance Brokers & Consultants
Sellers(s) Thomas H. Lee Partners
Deal Type Add-on Acquisition

Target

Prime Risk Partners

Alpharetta, Georgia, United States
website
Prime Risk Partners is a provider of insurance distribution platform through selective acquisitions, strategic new hires, and thoughtful operations. Prime Risk Partners was founded in 2014 and is based in Alpharetta, Georgia.

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Buyer(S) 1

Buyer

EPIC Insurance Brokers & Consultants

San Francisco, California, United States

website


Category Company
Founded 2007
SectorInsurance
Employees1,000
DESCRIPTION

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 15 of 16
Sector (Insurance) 15 of 16
Type (Add-on Acquisition) 12 of 12
State (Georgia) 3 of 3
Country (United States) 15 of 16
Year (2019) 3 of 4
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2019-08-08 Trumark Insurance & Financial Services

Pleasanton, California, United States

Trumark Insurance & Financial Services, Inc. provides Financial Advisors, Accountants, Attorneys, Insurance Brokers, and Trust Officers expertise in risk management paralleling the professionalism which these valued advisors provide for their clients in the development and execution of comprehensive financial strategies.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2019-11-04 Integro USA

New York, New York, United States

Integro USA is a large and respected insurance brokerage and risk management firm. Clients credit Integro’s superior technical abilities and creative, collaborative work style for securing superior program results and pricing. The firm’s acknowledged capabilities in brokerage, risk analytics and claims are rewriting industry standards for service and quality.

Buy -

Seller(S) 1

SELLER

Thomas H. Lee Partners

Boston, Massachusetts, United States

Investor Investor Investor Investor Investor

website


Category Private Equity Firm
Founded 1974
PE ASSETS 25.0B USD
SizeMega
Type Sector Agnostic
DESCRIPTION

Thomas H. Lee Partners, LP (THL) is a private equity firm that seeks buyout, expansion, consolidation, distressed, and recapitalization investments across various industries. Sectors of interest include business and information services, consumer products/retail, financial services, healthcare, industrial, and media/communications. THL looks to invest $100 to $400 million in companies valued up to $2.5 billion. Thomas H. Lee Partners, LP was formed in 1974 and is based in Boston, Massachusetts.


DEAL STATS #
Overall 42 of 50
Sector (Insurance) 6 of 6
Type (Add-on Acquisition) 15 of 18
State (Georgia) 3 of 4
Country (United States) 34 of 42
Year (2019) 1 of 1
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2019-06-26 NexTech Systems

Tampa, Florida, United States

NexTech Systems, Inc. is a fully-integrated, specialty specific, certified EMR, practice management, and marketing software that covers a wide array of specialty practice needs. NexTech Systems is based in Tampa, Florida.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2020-01-07 Amerilife Group

Clearwater, Florida, United States

Amerilife Group engages in developing, marketing and distributing life and health insurance, annuities and retirement planning solutions to enhance the lives of pre-retirees and retirees. Amerilife Group was founded in 1971 and is based in Clearwater, Florida.

Buy -