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EPIC Acquires Book of Business of Brokers Insurance Mart, Inc.

… BIM is led by owner and principal Mitch Carter, who will remain with EPIC in a consulting capacity to assist with the transition of current BIM clients into EPIC’s Personal Insurance/Private Client Services operations. Said Mitch Carter, “BIM has proudly and successfully served the needs of our California clients for 45 years. In making this transition it was extremely important to find a partner who shares our client-focused beliefs and values and a commitment to service excellence.  EPIC is just such a partner, and our clients will only benefit from their ‘people first’ philosophy and access to …

https://www.epicbrokers.com/insights/epic-acquires-book-of-business-of-brokers-insurance-mart-inc/

New Cybersecurity Rules for Registered Investment Advisors

… implement broad-based cybersecurity risk management programs. The Proposed RIA Rules contain four broad categories of cybersecurity requirements for firms that are registered or are required to be registered with the SEC: Risk Assessments & Policies/Procedures: The Proposed RIA Rules would require firms to conduct cybersecurity risk assessments, document such assessments in writing, and develop and implement policies and procedures that are reasonably designed to address identified cybersecurity risks; Reporting: Report significant cybersecurity incidents affecting the adviser or its fund or private fund clients to the SEC within 48 hours; Disclosure: Publicly disclose (in brochures and registration statements) cybersecurity risks

https://www.epicbrokers.com/insights/registered-investment-advisors-new-cybersecurity-rules/

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/

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/