M&A Deal Summary

NBT Bancorp Acquires EPIC Advisors

On January 1, 2005, NBT Bancorp acquired insurance company EPIC Advisors

Acquisition Highlights
  • This is NBT Bancorp’s 1st transaction in the Insurance sector.
  • This is NBT Bancorp’s 1st transaction in the United States.
  • This is NBT Bancorp’s 1st transaction in New York.

M&A Deal Summary
Date 2005-01-01
Target EPIC Advisors
Sector Insurance
Buyer(s) NBT Bancorp
Deal Type Add-on Acquisition

Target

EPIC Advisors

Rochester, New York, United States
EPIC Advisors, Inc. is a provider of customized, open-architecture retirement plan recordkeeping, marketing and service solutions for banks, trust companies, third party administrators, investment advisors and other financial intermediaries who serve the retirement plan market.

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Buyer(S) 1

Buyer

NBT Bancorp

Norwich, New York, United States
Category Company
Founded 1856
Sector Financial Services
Employees2,034
Revenue 518M USD (2023)
DESCRIPTION

NBT Bancorp is a financial holding company, provides commercial banking, retail banking, and wealth management services. NBT Bancorp was founded in 1856 and is based in Norwich, New York.

DEAL STATS #
Overall 1 of 2
Sector (Insurance) 1 of 1
Type (Add-on Acquisition) 1 of 1
State (New York) 1 of 1
Country (United States) 1 of 2
Year (2005) 1 of 1
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2022-12-05 Salisbury Bank

Lakeville, Connecticut, United States

Salisbury Bank is a full-service bank providers financial needs of the people who live and work in our community. Salisbury Bank was founded in 1998 and is based in Lakeville, Connecticut.

Buy $204M
Mergr

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