Mergers & Acquisitions
Not All Partners Are Created Equal
Our People Make the Difference
Let’s Get There Together
Specialization
Since founding EPIC, we’ve believed specialty end market and product expertise to be a key determinant to our success
Collaborative Culture
We want to build and grow together, not dismantle what’s made your company successful
Fluid Timelines
We want you to feel comfortable every step of the way as we work to elevate what you’ve built to better serve your clients’ needs
Resource Sharing
More than just another broker – we provide support across the insurance value chain (claims advocacy, underwriting, product design)
No Empty Promises Here
Don’t take our word for it; hear from leaders of companies who chose to join EPIC
“EPIC has been everything I expected when I sold Vanbridge to the firm in 2018. The management team has delivered on every promise and is made of player-coaches who love clients and want to win. Finally; EPIC is the most client-centered firm in our business and goes out to beat the competition every day. I made the best and right choice. I am where I want to be!”
Phil Moyles
Chief Growth Officer and President of Financial Services
“My career has led me through several industries and various company sizes that all had an element of mergers & acquisitions. The thing that was unique with the EPIC story is their ability to not simply integrate at the surface level, but to infuse individuals throughout in their expanded organizations. As a Marketer, the affinity towards the brand was dealt with exceptional care.”
Sapana Nanuwa
Chief Marketing Officer
“EPIC presented the best combination of a superior operating company along with a seasoned Mergers & Acquisitions team that can execute transactions thoughtfully and efficiently. Our lofty expectations were exceeded – we are growing faster than before, bringing new and differentiated solutions to clients, and seamlessly accessing tools and resources we only previously wished for.”
Adam Meyerowitz
President, Southeast & Midwest Super Region
“After 17 years with one firm, I decided it was time to make a change that would allow me to work with a collective team of specialists in their specific fields. After a year of diligence, EPIC exhibited its ability to provide growth advancement and client support that I was looking for, with holistic solutions and services that have been meaningful to my clients.”
Clarence Bates
Producer, Employee Benefits
“Joining EPIC was the best business decision we ever made. The “People First” culture matched our own perfectly. EPIC provided the resources and capital for us to reach our goals, more than doubling revenue in five years. Many of our employees became successful EPIC shareholders, with growth and career opportunities that were not there before.”
Curt Perata
Chairman, West Region
“During my career I’ve been through several acquisitions. From merging to acquiring and then being a part of the acquired company, each circumstance was unique. I was lucky to be a part of the IT integration team who became a part of the larger EPIC organization. EPIC handled the integration with extreme thoughtfulness and professionalism, making what often is an uncomfortable situation with many emotions, a pleasant experience.”
Rachel Share
Director of Technology
Run Rate Revenue
$744M+
Completed Acquisitions
30+
Employees
2,600+
Are You Ready to Start Doing EPIC Sh!t?
Resources and Support
Global Market Clout
We have expansive market access and strong relationships with all major and specialty carriers
Integration Office Onboarding
Dedicated internal resources involved in acquisitions from the signing of the letter of intent (LOI) to the completion of the integration process
Sales Support
Access to full support staff of Information Technology (IT), Human Resources (HR), Marketing, Finance & Legal Professionals
Connect with EPIC Insurance Brokers & Consultants
Connect with us if you’re interested in learning more about a career at EPIC