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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/

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/

Compliance Matters Newsletter | December 2025

… 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-december-2025/

Compliance Matters Newsletter | October 2025

… 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-october-2025/

Karen Beldy Torborg

Leadership biography Karen Beldy Torborg joined EPIC in June of 2025 as President of the Northeast Region. In this leadership role, her areas of focus include organic growth, market expansion, specialization orientation, leadership development, and maintaining EPIC’s commitment to client service excellence. Karen brings more than 30 years of experience in client advisory, practice leadership, and strategic growth within the insurance brokerage and consulting industry. She started her career as a commercial underwriter, before becoming a broker/consultant. Prior to joining EPIC, she held multiple senior leadership roles at Marsh, including serving as Global Head of its Private Equity …

https://www.epicbrokers.com/about/our-leadership/karen-beldy-torborg/