M&A Deal Summary

EPIC Insurance Brokers & Consultants Acquires Vanbridge

On September 13, 2018, EPIC Insurance Brokers & Consultants acquired insurance company Vanbridge

Acquisition Highlights
  • This is EPIC Insurance Brokers & Consultants’ 10th transaction in the Insurance sector.
  • This is EPIC Insurance Brokers & Consultants’ 10th transaction in the United States.
  • This is EPIC Insurance Brokers & Consultants’ 2nd transaction in New York.

M&A Deal Summary
Date 2018-09-13
Target Vanbridge
Sector Insurance
Buyer(s) EPIC Insurance Brokers & Consultants
Deal Type Add-on Acquisition
Advisor(s) Drinker Biddle & Reath LLP (Legal)

Target

Vanbridge

New York, New York, United States
Vanbridge LLC is an insurance intermediary and program management business that provides products and services at the intersection of the insurance, private equity and hedge fund industries. Vanbridge focuses on alternative asset management, corporate and individual high net worth clients; solving risk related issues utilizing insurance and alternative capital. Vanbridge's unique structuring and plan design techniques support various client objectives including cost reductions and enhancements to investment strategies that strengthen long-term financial performance.

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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 10 of 19
Sector (Insurance) 10 of 18
Type (Add-on Acquisition) 8 of 15
State (New York) 2 of 4
Country (United States) 10 of 19
Year (2018) 1 of 3
PREVIOUS 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 -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2018-10-11 Total Management

Melville, New York, United States

Total Management Corp. is a provider of a customized risk management, property & casualty insurance, and life and health insurance solutions to individuals and businesses in the Real Estate, Construction and Hospitality industries with a particular emphasis on the needs of Not-For-Profit and Social Service organizations.

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Mergr

Product

Company

Legal