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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/

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?

… pharmacies; (8) promote the standard offerings to plan sponsors and retail community pharmacies; and (9) reshore its group purchasing organization (“GPO”) Ascent from Switzerland to the United States. First, of the 9 negotiated items numbered above, 7 apply only to standard offerings or can be opted out of by a client (see underlines above). This flexibility cuts both ways: ESI maintains the ability, in some cases, to continue practices the FTC deemed anticompetitive in its Second Interim Staff Report on Prescription Drug Middlemen, while plan sponsors retain decision-making authority over important benefit decisions like point-of-sale rebates, traditional …

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

Specialty Markets

Every industry has its own financial complexities, risks, and planning challenges. We bring deep experience in the sectors where our clients live and work — so the strategy we build reflects the world you actually operate in. Connect with Our Team Your Industry shapes your wealth. Your strategy should reflect that. The planning needs of a private equity principal look nothing like those of a professional athlete, and neither looks like those of a family office managing generational wealth. We tailor risk and capital strategy to the specific economics, obligations, and exposures of each — from concentrated earning windows and variable income …

https://www.epicbrokers.com/services/specialty-markets/

Alternative Asset Managers

… implement specialty insurance products, proprietary programs, and advisory solutions that address strategic risks, facilitate transactions, and turn insurance into a competitive advantage. From acquisition through portfolio management and exit, our team operates across the full investment lifecycle, bridging the gap between the insurance industry and capital markets to help our clients manage their risk, enhance their investment strategies, and strengthen their long-term financial performance. Connect with our Team Our Solutions M&A Due Diligence The risks that matter most in an acquisition are often the ones that aren’t obvious until after the deal closes. We support private equity …

https://www.epicbrokers.com/industries/alternative-asset-managers/