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
Past deals in Life Insurance
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 services to financial advisors across the nation. The company partners with these advisors to enhance their business growth by offering a range of services, including life insurance, long-term care, disability income, and annuities. Dixon Wells provides underwriting expertise and sales support, enabling advisors to effectively assist their clients in wealth protection and transfer.
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 provides a range of financial products and services, including life insurance, long-term care solutions, annuities, and disability insurance. Trumark focuses on risk management and wealth management, offering expertise through a team of financial advisors, accountants, attorneys, and insurance brokers. The firm develops strategic partnerships with institutional financial advisors, broker-dealers, property and casualty firms, registered investment advisors, and independent advisors to enhance its service offerings. As of August 2019, Trumark operates as 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.
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. The firm's customer-centric approach involves expert-driven services such as property risk control, employee benefits brokerages, claim reviews, loss analysis, and property inspections, ensuring clients receive comprehensive insurance solutions and satisfactory claim resolution. Since October 2017, Frenkel & Company has operated as a subsidiary of EPIC Insurance Brokers and Consultants.
VRT Insurance Services
Acquisition in 2009
VRT Insurance Services is an insurance brokerage firm established in 2007 in Oakland, California. The company provides a wide range of insurance products, including retail property, directors and officers liability, professional liability, and workers' compensation, along with health, life, and welfare products. VRT also specializes in complex claims consulting, program assessment, and litigation management, offering services such as claims audits, return-to-work programs, and claim reserve valuation. Additionally, the firm caters to various industries through specialty practices, including construction, hospitality, and renewable energy, while also offering solutions for small businesses and private equity. VRT Insurance Services is committed to risk control and claims advocacy, ensuring comprehensive support for its clients' insurance needs.
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