Not All Partners Are Created Equal

“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