M&A Deal Summary

EPIC Insurance Brokers & Consultants Acquires The Capacity Group

On March 9, 2017, EPIC Insurance Brokers & Consultants acquired insurance company The Capacity Group

Acquisition Highlights
  • This is EPIC Insurance Brokers & Consultants’ 8th transaction in the Insurance sector.
  • This is EPIC Insurance Brokers & Consultants’ 8th transaction in the United States.
  • This is EPIC Insurance Brokers & Consultants’ 1st transaction in New Jersey.

M&A Deal Summary
Date 2017-03-09
Target The Capacity Group
Sector Insurance
Buyer(s) EPIC Insurance Brokers & Consultants
Deal Type Add-on Acquisition

Target

The Capacity Group

Mahwah, New Jersey, United States
The Capacity Group, Inc. is a full service specialty insurance and financial services. Company offer an expansive range of customized insurance and financial products, while providing superior customer service for all types of businesses, industries, and individuals.

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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 8 of 19
Sector (Insurance) 8 of 18
Type (Add-on Acquisition) 6 of 15
State (New Jersey) 1 of 1
Country (United States) 8 of 19
Year (2017) 1 of 2
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2015-05-18 Executive Financial

Los Angeles, California, United States

Executive Financial, a specialized brokerage and consulting services.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2017-10-25 Frenkel

New York, New York, United States

Frenkel & Co. is one of the nation’s most respected full-service independent insurance brokers. Established in 1878 by Emil Frenkel, Frenkel & Company is one of the largest privately-held insurance brokers in the nation. Frenkel was most recently ranked #48 in Business Insurance Magazine’s list of the 100 Largest Brokers of U.S. Business, published in July 2017.

Buy -
Mergr

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