EPIC Insurance Brokers & Consultants Mergers and Acquisitions Summary

InsuranceCompany

EPIC Insurance Brokers & Consultants has acquired 16 companies of its own, including 9 in the last 5 years. A total of 1 acquisition came from private equity firms.

EPIC Insurance Brokers & Consultants has acquired in 6 different US states. The Company’s most targeted sectors include insurance (100%).

Join Mergr and gain access to EPIC Insurance Brokers & Consultants’ M&A summary, the M&A summaries of companies just like it, as well as recent M&A activity in the insurance sector.

M&A Summary

  • M&A Total Activity16
    • M&A Buy Activity16
  • Total Sectors Invested 1
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 4
  • 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 ≤ '17 '18 '19 '20 '21 '22 T
Buy (1.4/yr) # 9 3 4 - - - 16
Sell (0.0/yr) # - - - - - - 0
  16

Most Recent M&A

Company Date Value Type
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
Vanbridge LLC 2018-09-13 - Add-on Acquisition
New York, New York · www.vanbridge.com
Frenkel & Co. 2017-10-25 - Add-on Acquisition
New York, New York · www.frenkel.com
The Capacity Group, Inc. 2017-03-09 - Add-on Acquisition
Mahwah, New Jersey · www.capcoverage.com
Executive Financial, Inc. 2015-05-18 - Add-on Acquisition
Los Angeles, California · www.executivefinancial.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 16 (100%) - - -
Total 16 - - -

By Geo

State/Country Buy Value Sell Value
United States 16 - - -
  California 6 - - -
  New York 4 - - -
  Georgia 3 - - -
  New Jersey 1 - - -
  Connecticut 1 - - -
Total 16 - - -

Top M&A Advisors

Financial Deals
Bank of America Merrill Lynch (BofA Securities)
1
Legal Deals
Cozen O'Connor
1
Weil Gotshal & Manges LLP
1

M&A Connections

Deals
Acquired from
Investor(s)
6%
1 (6%)
Strategic(s)
13%
2 (13%)

 Subscribe to unlock this and 183,155
investor and company profiles

Sign-up today to get full access

  • check  Unlimited Searches
  • check  Unlimited Profile Views
  • check  Build and Export Lists of
    • PE Backed Companies
    • Direct Investors & Acquirers
    • Advisors
    • Deals
    • & More

What's Mergr?

We built Mergr to save people the arduous and time-consuming process of tracking when companies are bought, sold, and who currently owns them.

Every day, new opportunities emerge around M&A and we help professionals of all types comb through transactions, investors, and corporate acquirers via an easy-to-use web database that is accessible to anyone.

Try us for 1 week free today!

Mergr, the Easiest-to-Use PE and M&A DB


Key Benefits

  • Stay informed on events in your industry
  • M&A research that takes seconds (not all afternoon)
  • Better understand your customers and prospects
  • Discover active buyers (or sellers)
Search
  • 4.3K Private Equity Firms
  • 173K M&A Transactions
  • 179K Companies Involved in M&A
    (Buyer, Seller, or Target)
  • 3.5K M&A Advisors
    (Investment Banks and Law Firms)
  • 65K M&A Contacts
    (PE and M&A Advisors)

Ready to try?

Join FREE for 1 Week

No obligation. Cancel anytime.