EPIC Insurance Brokers & Consultants Mergers and Acquisitions Summary

InsuranceCompany

EPIC Insurance Brokers & Consultants has acquired 17 companies of its own, including 8 in the last 5 years. A total of 2 acquisitions came from private equity firms.

EPIC Insurance Brokers & Consultants has acquired in 7 different US states. The Company’s most targeted sectors include insurance (95%) and business services (6%).

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 Activity17
    • M&A Buy Activity17
  • 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 ≤ '18 '19 '20 '21 '22 '23 T
Buy (1.0/yr) # 12 4 - 1 - - 17
Sell (0.0/yr) # - - - - - - 0
  17

Most Recent M&A

Company Date Value Type
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
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
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 (94%) - - -
Business Services 1 (6%) - - -
Total 17 - - -

By Geo

State/Country Buy Value Sell Value
United States 17 - - -
  California 6 - - -
  New York 4 - - -
  Georgia 3 - - -
  Texas 1 - - -
  New Jersey 1 - - -
  Connecticut 1 - - -
Total 17 - - -

Top M&A Advisors

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

M&A Connections

Deals
Acquired from
Investor(s)
12%
2 (12%)
Strategic(s)
12%
2 (12%)

Company Summary

SECTOR

Insurance

Employees

1,000

Established

2007

 Subscribe to unlock this and 197,084
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
1 Week Free Trial Learn 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
  • 4.5K Private Equity Firms
  • 188K M&A Transactions
  • 193K Companies Involved in M&A
    (Buyer, Seller, or Target)
  • 3.5K M&A Advisors
    (Investment Banks and Law Firms)
  • 74K M&A Contacts
    (PE and M&A Advisors)

Ready to try?

Join FREE for 1 Week

No obligation. Cancel anytime.

Related Lists for EPIC Insurance Brokers & Consultants

California Companies , Insurance Companies , United States Companies , California Insurance Companies , California Insurance with Acquisitions , California Insurance with Divestitures

Related Lists for California Companies

Largest California Companies , Acquisitive California Companies , Recently Acquired California Companies , Recently Sold California Companies , Private California Companies , Public California Companies , Acquired California Companies , PE Backed California Companies

Related Lists for Insurance Companies

Largest Insurance Companies , Acquisitive Insurance Companies , Recently Acquired Insurance Companies , Recently Sold Insurance Companies , Private Insurance Companies , Public Insurance Companies , Acquired Insurance Companies , PE Backed Insurance Companies

Related Lists for United States Companies

Largest United States Companies , Acquisitive United States Companies , Recently Acquired United States Companies , Recently Sold United States Companies , Private United States Companies , Public United States Companies , Acquired United States Companies , PE Backed United States Companies
Mergr

Product

Company

Legal