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Private Equity and Auditor Independence

… and total accountability to our clients. We are honored to have built long-term relationships with clients ranging in size from top national firms to large regional and local firms throughout the United States. In working with clients across the full spectrum of service offerings, specialty niches, and overall risk profiles, we gain valuable insights into claim trends, regulatory requirements and best practices we share with decision-makers. Moreover, this knowledge allows us to build enhanced policy wordings, program structures and risk management to achieve the best overall results for our clients. DOWNLOADABLE RESOURCES Private Equity and Auditor Independence (PDF)

https://www.epicbrokers.com/insights/private-equity-auditor-independence/

Kristine Mendez Joins EPIC

Mendez Bolsters National Commitment to Surety Practice EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Kristine Mendez has joined the firm. She will be based in Newport Beach, CA. Mendez is an experienced surety broker working with both contract and commercial clients, in the private and public sector, with revenues that range from $30MM – $2.5B.  She is also an experienced subject matter expert in placing and managing Subcontractor Default Insurance (SDI). Mendez joins EPIC from AON, where she was a director. In this role, she was responsible for …

https://www.epicbrokers.com/insights/kristine-mendez-joins-epic/

EPIC Adds Blake Chauvin as Vice President

EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Blake Chauvin has joined the firm as a Producer in its Concord, California office.  Chauvin, will be responsible for risk management consulting and the design, placement and management of property and casualty insurance programs. He will primarily focus on Private Equity and M&A clients and their unique needs. Chauvin brings over 20 years of experience in risk management and business consulting. He has a wealth of knowledge in working with clients in technology, energy, and healthcare, large retail and real …

https://www.epicbrokers.com/insights/epic-adds-blake-chauvin-as-vice-president/

EPIC Adds Pam Stoutenburgh in Dallas

Addition further strengthens EPIC’s Property & Casualty operations in Texas and across the Southwest Region EPIC Insurance Brokers and Consultants announced today that Pam Stoutenburgh has joined the firm’s Property and Casualty operations, as a Principal, reporting to EPIC Managing Principal and Director of the Southwest Region, KJ Wagner. Stoutenburgh, based in Dallas, will be responsible for new business development and the design, placement and management of property/casualty insurance programs, providing risk management strategies and solutions for mid-market and larger clients, with a focus on Private Equity/M&A and the Construction and Real Estate industries, among …

https://www.epicbrokers.com/insights/epic-adds-pam-stoutenburgh-in-dallas/

Public & Private Companies

… for companies at every stage of development. Whether navigating the complexities of a large private company, preparing for a public offering, structuring D&O protection for a SPAC from IPO through de-SPAC, or managing the ongoing demands of public company governance, our team delivers tailored guidance that reflects each client’s risk profile and business objectives. Our approach to cyber and technology E&O includes in-house technical advisory with dedicated resources who understand how cyber, crime, social engineering fraud, and D&O exposures intersect. Connect with our Team Who We Serve Large and Complex Private Companies Pre-IPO …

https://www.epicbrokers.com/industries/public-private-companies/

Private Placement Life Insurance (PPLI): Why Structure Matters as Scrutiny Grows

As family offices increasingly turn to Private Placement Life Insurance, regulators are paying closer attention. According to Mitch Smith, president of EPIC Life & Executive Benefits, that scrutiny reflects execution, not the strategy itself. In Crain Currency, Smith shares insights from three decades in the industry, emphasizing that structures designed correctly from the outset are the ones that withstand regulatory tightening. When approached with discipline and precision, PPLI remains a viable and effective solution for the right clients. Read the full article to explore the broader conversation around PPLI adoption, compliance, and long‑term viability.

https://www.epicbrokers.com/insights/private-placement-life-insurance-structure-matters/

EPIC Insurance Brokers & Consultants Launches Dedicated Private Equity Employee Benefits Group

Offering specialized services to Private Equity and Alternative Asset Management firms and their portfolio companies We are excited to announce the launch of Private Equity Employee Benefits, a specialized group dedicated solely to serving Private Equity and Alternative Asset Management firms and their portfolio companies. Led by industry veterans Larry Kirshner and Ryan Dwyer, the team will be part of EPIC’s Financial Services division under Philip V. Moyles, Jr. The new group will offer clients an exceptional depth of knowledge, industry-leading analytics, best-in-class M&A due diligence reporting, and dedicated teams experienced in servicing the demanding …

https://www.epicbrokers.com/insights/new-private-equity-employee-benefits-group/

8th-Ranked EPIC Posts 27% Growth in 2020 Top Private Brokers List

… surge in revenue to nearly $750 million in 2019 also positions EPIC in 15th position among the top 100 U.S. brokers. “EPIC’s position in the annual rankings reflects our strength as a brokerage,” notes CEO Pete Garvey. “Last year’s progress marks a continued period of aggressive growth, which this year includes the formation of Galway Insurance Holdings.” The launch of Galway Insurance Holdings, a diversified brokerage distribution and underwriting platform, creates a strong financial and strategic advantage for EPIC’s clients. The 2020 Top 100 Brokers of U.S. Business list can be found at businessinsurance.com.

https://www.epicbrokers.com/insights/8th-ranked-epic-posts-27-percent-growth-2020-top-private-brokers-list/