M&A Deal Summary |
|
|---|---|
| Date | 2025-02-10 |
| Target | Chartwell Insurance Services |
| Sector | Insurance |
| Buyer(s) | EPIC Insurance Brokers & Consultants |
| Deal Type | Add-on Acquisition |
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| Category | Company |
|---|---|
| Founded | 2007 |
| Sector | Insurance |
| Employees | 1,000 |
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 | 20 of 20 |
| Sector (Insurance) | 19 of 19 |
| Type (Add-on Acquisition) | 16 of 16 |
| State (Illinois) | 1 of 1 |
| Country (United States) | 20 of 20 |
| Year (2025) | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2024-10-01 |
TDC Life
Maumee, Ohio, United States TDC Life is a life insurance and estate planning firm. The Company offers wealth transfer solutions tailored to the unique and complex needs of affluent families and their advisors. TDC Life was formed in 1958 and is headquartered in Maumee, Ohio. |
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