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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/

Compliance Matters Newsletter | September 2026

… s Standard Offering must eliminate spread pricing and rebates must be passed through to members at the point of sale without additional administrative fees Caremark cannot restrict relationships between Hub Pharmacies and Pharmacy Hub Services Providers Caremark must promote its standard plan offering Caremark must present a standard offering to clients before offering customized contract terms This settlement, while unique to Caremark, will influence PBM industry standards, particularly in areas such as formulary management, rebate pass-throughs, participant cost sharing, insulin affordability programs, transparency reporting, and PBM compensation. These settlements highlight the increased scrutiny on PBMs and the importance of …

https://www.epicbrokers.com/insights/compliance-matters-newsletter-september-2026/

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/

When the AI Therapist Goes Rogue

… beyond generic technology disclosures to address governance, escalation protocols, data handling, and human oversight. Policy language will continue to tighten, but exclusion alone is unlikely to be a sustainable solution. As with cyber risk, demand for coverage will persist, driven by investor expectations, contractual requirements, and institutional adoption. For sophisticated clients, particularly employers and healthcare organizations, the message is clear. Deploying AI mental health tools does not transfer responsibility. In many cases, it creates new forms of exposure, especially where tools are positioned as substitutes for traditional support. Insurers, brokers, and clients will need to engage collaboratively, recognizing that this …

https://www.epicbrokers.com/insights/when-the-ai-therapist-goes-rogue/

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/

Compliance Matters Newsletter | March 2026

… Title*Email Address* Newsletter Subscription Yes, please deliver to my email in the future. Consent* I agree to the privacy policy and statement below.The information you enter in the message box above is not secured in transit. Please do not enter information that would be considered sensitive, confidential, or private such as social security number or other personal identification. EPIC will not be liable for any loss or damage including, indirect or consequential losses or damages, arising out of, or in connection with, information submitted through this website. Insurance coverage cannot be bound or altered via submission of this …

https://www.epicbrokers.com/insights/compliance-matters-newsletter-march-2026/

Compliance Matters Newsletter | February 2026

… Title*Email Address* Newsletter Subscription Yes, please deliver to my email in the future. Consent* I agree to the privacy policy and statement below.The information you enter in the message box above is not secured in transit. Please do not enter information that would be considered sensitive, confidential, or private such as social security number or other personal identification. EPIC will not be liable for any loss or damage including, indirect or consequential losses or damages, arising out of, or in connection with, information submitted through this website. Insurance coverage cannot be bound or altered via submission of this …

https://www.epicbrokers.com/insights/compliance-matters-newsletter-february-2026/