At EPIC, we have assembled a team of experienced professionals who serve the needs of Private Equity and the alternative asset community. Working in the private equity space, we understand the importance of speed and execution. Our team can provide unique solutions to support client objectives including cost reductions and enhancements to investment strategies that enhance and strengthen long-term financial performance. Using insurance and capital market solutions we help clients solve risk-related issues in order to maximize the enterprise value of their businesses.


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Our comprehensive suite of services for Private Equity Firms includes:

  • Benchmarking Reports
  • Due Diligence Reports
  • Benefit Statements
  • Benefits Survey
  • Claims Analytics
  • Decision Support Tools
  • Compliance Services
  • Customized Employee Communications
  • Technology Integration
  • Benefits Administration
  • HR Administration
  • Payroll Administration

What to Expect from EPIC


Working with EPIC can help Private Equity Firms in many ways, including:

  • Leverage and scale to negotiate as one large entity versus many small entities
  • Higher pooling levels due to increased credibility
  • Reduced premium taxes, commission, pooling charges and carrier retention
  • Real-time data to understand and mitigate claims expense
  • Increased transparency
  • Savings generated from favorable claims experience

Portfolio Company Services include:

  • Increased leverage in negotiating benefits and personal attention from vendors
  • Consistency with plan designs
  • Reduced premiums though the elimination of extra expenses and carrier revenue streams
  • Increased flexibility and transparency in managing the cost of the plan
  • Reduced underwriting requirements and higher benefit maximums
  • Streamlined benefits administration and reduction in the annual procurement burden.

Our Leaders

Philip V. Moyles, Jr.

Chief Growth Officer and President of Financial Services CEO of Vanbridge

Ryan Dwyer

Managing Principal, Benefits - Atlanta, GA

Sean Andreas

Principal - Pittsburgh, PA

Joe Vineis

Managing Principal – San Francisco, CA

Kyle Binnington

Alternative Asset Management – Private Equity Principal, Vanbridge

Connect with EPIC Insurance Brokers & Consultants

Contact us to see how we can help your business.