M&A Deal Summary

EPIC Insurance Brokers & Consultants Acquires Greyling Insurance Brokerage and Risk Consulting

On November 24, 2014, EPIC Insurance Brokers & Consultants acquired insurance company Greyling Insurance Brokerage and Risk Consulting

Acquisition Highlights
  • This is EPIC Insurance Brokers & Consultants’ 4th transaction in the Insurance sector.
  • This is EPIC Insurance Brokers & Consultants’ 4th transaction in the United States.
  • This is EPIC Insurance Brokers & Consultants’ 2nd transaction in Georgia.

M&A Deal Summary

Date 2014-11-24
Target Greyling Insurance Brokerage and Risk Consulting
Sector Insurance
Buyer(s) EPIC Insurance Brokers & Consultants
Deal Type Add-on Acquisition

Target

Greyling Insurance Brokerage and Risk Consulting

Alpharetta, Georgia, United States
Greyling Insurance Brokerage and Risk Consulting is a provider of specialty insurance brokerage and risk consulting services.

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Buyer(S) 1

Buyer

EPIC Insurance Brokers & Consultants

San Francisco, California, United States

Category Company
Founded 2007
Sector Insurance
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 4 of 19
Sector (Insurance) 4 of 18
Type (Add-on Acquisition) 3 of 15
State (Georgia) 2 of 3
Country (United States) 4 of 19
Year (2014) 3 of 3
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2014-01-21 Altus Specialty - Program Book of Business

United States

Altus Specialty -Education Protector is a unique program designed specifically for eligible high school athletes under 21 years old who have received a verbal athletic scholarship offer. This program provides coverage for the window of time between the extension of a Verbal Offer and the formal signing of the Letter of Intent or an athletic grant from an institution of higher learning.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2015-02-05 Peartree Insurance Services

Brea, California, United States

Peartree specializes in providing insurance services to Hispanic consumers, writing auto, motorcycle, RV, boat, homeowners and renters insurance coverage.

Buy -