Edgewood Partners Insurance Center
Edgewood Partners Insurance Center (EPIC) is a retail insurance brokerage and consulting firm specializing in risk management and employee benefits. Founded in 2007 and headquartered in San Francisco, EPIC has expanded its operations to ten offices across California, as well as locations in Denver and New York. With a team of over 300 professionals, the firm is recognized as one of the largest brokers in the U.S. West and ranks among the top 40 retail insurance brokers nationwide. EPIC has experienced significant growth, increasing its revenue from $12 million at inception to an estimated run rate of $200 million, achieved through both organic growth and strategic acquisitions. The company is known for its values-based, client-focused culture, which has garnered accolades as a “Best Place to Work” in various regions and sectors. EPIC offers a comprehensive range of services, including commercial property and casualty insurance, employee benefits, specialty programs, and private client services, positioning itself as a leader in the insurance industry.
Top Stages
12 past transactions
Chartwell Insurance Services
Acquisition in 2025
Chartwell Insurance is a specialized insurance company that focuses on providing coverage for high-value items, residences, and automobiles. It caters primarily to affluent and emerging affluent individuals, tailoring its services to meet the unique needs of its clients.
TDC Life
Acquisition in 2024
TDC Life is a company specializing in life insurance and estate planning services, primarily catering to high-net-worth individuals and businesses. It provides tailored life insurance portfolios, including long-term disability insurance, annuity rescues, and long-term care insurance, along with wealth preservation strategies. The company's services are designed to help clients secure their financial future.
Dixon Wells
Acquisition in 2022
Dixon Wells is an insurance brokerage firm that specializes in providing financial solutions to clients through partnerships with financial advisors across the nation. The company offers a range of services, including life insurance, long-term care, disability income, and annuities. With a focus on underwriting expertise and sales support, Dixon Wells aims to assist financial advisors in enhancing their business capabilities while helping clients protect and transfer their wealth effectively.
Pharmaceutical Strategies Group
Acquisition in 2021
Pharmaceutical Strategies Group (PSG) is the largest independent pharmacy benefit consulting firm in the United States, specializing in a range of services designed to optimize drug management. The company offers strategic advisory, consulting, analytics, clinical, and administrative solutions tailored for hospitals, health systems, health plans, self-funded employers, and other healthcare purchasers. PSG employs a unique approach, leveraging proprietary intellectual property and technological resources to provide insights that enhance financial and clinical outcomes. Their expertise in pharmacy benefit consulting, drug spend analytics, and program compliance enables clients to effectively navigate the complexities of the prescription drug market, ultimately helping to reduce costs and improve health outcomes related to medication management.
Trumark Insurance & Financial Services
Acquisition in 2019
Trumark Insurance & Financial Services Inc. is a brokerage and general agency based in Pleasanton, California, specializing in the institutional financial advisory market. Founded in 2000, the company offers a range of financial products and services, including life insurance, long-term care insurance, annuities, and disability insurance. Trumark's expertise extends to wealth management, where it assists financial advisors and high-net-worth clients in developing strategies for wealth accumulation, protection, and efficient transfer. The company emphasizes risk management through its team of financial advisors, accountants, attorneys, insurance brokers, and trust officers. Trumark has established strategic partnerships with various professionals, including institutional financial advisors, broker-dealers, property and casualty firms, registered investment advisors, and independent advisors, to enhance its service offerings. In August 2019, Trumark became a subsidiary of Edgewood Partners Insurance Center, Inc.
Integro
Acquisition in 2018
Integro Ltd. is an insurance brokerage and specialty risk management firm that offers a wide range of services to various industries. Founded in 2005, the company provides alternative risk financing, casualty insurance, risk management consulting, and claims management services. Its offerings include contingency services for events, employee benefit solutions like life and disability insurance, and environmental insurance for real estate transactions. Additionally, Integro specializes in executive and professional risk plans, medical malpractice insurance, and personal insurance solutions, covering areas such as automobile, home, and travel insurance. The firm serves diverse sectors, including agri-business, healthcare, entertainment, technology, and more. With a strong emphasis on technical expertise and innovative solutions, Integro operates from locations in the United States, Canada, Bermuda, and the United Kingdom, aiming to deliver exceptional service and value to its clients.
Bindable
Private Equity Round in 2018
Bindable is a Boston-based company that specializes in developing solutions for insurance distribution, catering to insurance companies, intermediaries, financial institutions, and affinity groups. Founded in 2018, Bindable offers a comprehensive digital platform that includes technology-enabled services such as custom scripting, insurance quote and rate management, and extensive training. This platform is designed to help partners engage their customers more effectively, facilitating product diversification and market expansion within the insurance sector. By leveraging their tools and expertise, Bindable enables clients to enter the insurance market and enhance their existing operations.
Vanbridge Holdings
Acquisition in 2018
Vanbridge Holdings LLC is a Jersey City, New Jersey-based company that specializes in providing services related to insurance, reinsurance, and capital markets. Founded in 2014, it operates as an insurance intermediary and program management firm, offering advanced planning and executive benefits solutions. Vanbridge is designed to serve the alternative asset management community, bridging the gap between traditional insurance and the capital markets to leverage the strengths of both sectors. The company caters to a diverse clientele, including banking, insurance and reinsurance, private equity, and hedge funds, by delivering tailored insurance and alternative capital solutions. Additionally, Vanbridge provides advisory and liability management services that assist clients in assessing, designing, and implementing strategies to effectively manage risk and enhance enterprise value.
Frenkel & Company
Acquisition in 2017
Frenkel & Company, established in 1878, is a U.S.-based independent insurance brokerage firm. Headquartered in New York, with additional offices in Jersey City, Los Angeles, Boston, and Philadelphia, the company specializes in providing a wide array of insurance products and services to both individual and commercial clients. Its offerings span across casualty, employee benefits, environmental, financial, marine, personal lines, property, and surety segments, catering to diverse industries including marine, cosmetic, and surety. Frenkel & Company's customer-centric approach involves a team of insurance experts who deliver services such as property risk control, employee benefits brokerages, claim reviews, loss analysis, and property inspections. As of 2017, the company operates as a subsidiary of EPIC Insurance Brokers and Consultants.
Decisely
Venture Round in 2017
Decisely is a provider of benefits brokerage and human resource services focused on enhancing the collaboration between brokers and small businesses in the United States. The company offers a comprehensive solution that combines benefits, HR resources, and technology to support small enterprises. Decisely's services are designed to be simple, compliant, and cost-effective, transforming the landscape of benefits insurance. By integrating dedicated account management with modern HR administration and an automated technology platform, Decisely empowers small businesses to help employers and employees navigate and manage essential decisions in their work and personal lives.
Ascende
Acquisition in 2016
Ascende is an employee benefits consulting firm that specializes in providing business consulting services focused on human capital management and development, particularly within the energy sector. The company offers expertise in various areas, including health and welfare, human resources, retirement planning, compliance, and communications. Ascende aims to assist organizations in optimizing their employee benefits programs and enhancing overall workforce management. Through their specialized knowledge, they support companies in navigating the complexities of employee benefits and human capital strategies.
VRT Insurance Services
Acquisition in 2009
VRT Insurance Services is an insurance brokerage company founded in 2007 and based in Oakland, California. The firm specializes in a wide range of insurance products, including retail property, directors and officers liability, professional liability, and workers' compensation. Additionally, it provides health, life, and welfare products, along with various specialized services such as program assessment, claims consulting, litigation management, and claims audits. VRT Insurance Services also focuses on niche markets, offering solutions tailored to industries such as construction, hospitality, private equity, and renewable energy, among others. The company is dedicated to providing comprehensive insurance solutions and risk management services to meet the diverse needs of its clients.
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