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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/

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/

Private Equity Firms

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. Connect with Sales Mergers & Acquisitions Private equity firms can see significant value through the strategic …

https://www.epicbrokers.com/industries/private-equity-firms/

FTC Settlement With ESI, CAA 2026, and Proposed Rule: What Does It Mean for Plan Sponsors?

… increase in oversight and audit Again, most of these directives must be made available to plan sponsors to be opted into at their discretion (or in the case of first-dollar insulin coverage, opted out of), while the transparency reporting and the relocation of Ascent will take effect regardless of client adoption. Finally, you might have noticed a key Cigna/Evernorth/ESI entity missing from the settlement: Quallent. Notably, Quallent is based in the Cayman Islands and distributes private-labeled biosimilar, generic, and specialty generic drugs to pharmacies, primarily those owned by ESI/Evernorth. Preferred placement of Quallent’s drugs …

https://www.epicbrokers.com/insights/plan-sponsor-updates-2026/

EPIC Acquires The Bond Exchange to Expand its National Surety Practice

… through its Bond 911 platform. “The acquisition of The Bond Exchange reflects EPIC’s focus on building a surety practice that is poised to meet clients’ evolving needs,” said Zach Mendelson, surety practice leader at EPIC. “Surety is a critical financial tool, distinct from insurance, and demand has grown as clients face a more complex economic and geopolitical landscape. Founded in 1999, The Bond Exchange delivers specialized surety brokerage services and strategic advisory support to clients across industries including construction, mining, real estate, renewable energy, technology, and private equity. The Bond Exchange is known for building solutions aligned to clients …

https://www.epicbrokers.com/insights/epic-acquires-the-bond-exchange-expands-national-surety-practice/