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Tag: Edgewood Partners Insurance Center

Edgewood Partners Insurance Center (EPIC) Acquires Oversea Insurance Agency

SAN FRANCISCO, Calif. /Massachusetts Newswire - National News/ -- Edgewood Partners Insurance Center d.b.a. EPIC Insurance Brokers & Consultants (EPIC) announced today that it has acquired Oversea Insurance Agency trading as Oversea Yacht Insurance (Oversea). Oversea is based in San Diego, CA and Ft Lauderdale, FL.

Frenkel & Company Completes Transition to an ‘EPIC’ Brand

SAN FRANCISCO, Calif. and NEW YORK, N.Y., Jan. 2, 2020 (SEND2PRESS NEWSWIRE) -- Edgewood Partners Insurance Center, which operates as EPIC Insurance Brokers and Consultants (EPIC), announced today that Frenkel & Company, acquired by EPIC in November 2017, has completed their adoption of the EPIC Insurance Brokers & Consultants name and brand.

EPIC Insurance Brokers & Consultants Announces New Healthcare Practice – Edgewood Healthcare Advisors

SAN FRANCISCO, Calif., Oct. 10, 2019 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers & Consultants (Edgewood Partners Insurance Center or EPIC), a retail property and casualty insurance brokerage and employee benefits consultant, announced today the expansion and reorganization of its healthcare practice.

EPIC Holdings Inc. adds Bill Nay as Chief Acquisition Officer in Atlanta GA

SAN FRANCISCO, Calif. and ATLANTA, Ga., Sept. 16, 2019 (SEND2PRESS NEWSWIRE) -- EPIC (Edgewood Partners Insurance Center dba EPIC Insurance Brokers & Consultants) today announced the addition of insurance investment banking veteran Bill Nay as Chief Acquisition Officer of its parent company EPIC Holdings, Inc. Nay will be based in Atlanta, Ga. and report to EPIC Holdings CEO, John Hahn.

Integro USA Inc. Completes Transition to the EPIC Brand

NEW YORK, N.Y., and SAN FRANCISCO, Calif., Sept. 3, 2019 (SEND2PRESS NEWSWIRE) -- Edgewood Partners Insurance Center, which operates as EPIC Insurance Brokers and Consultants (EPIC), announced today that Integro USA, Inc. (Integro USA), acquired by EPIC in January 2019, has completed their adoption of the EPIC Insurance Brokers & Consultants name and brand.

Paragon Insurance Holdings Announces Equity Investment from EPIC and Oak Hill Capital Partners

AVON, Conn., Jan. 29, 2018 (SEND2PRESS NEWSWIRE) -- Paragon Insurance Holdings, LLC ("Paragon"), a national multi-line specialty MGA, announced today that Edgewood Partners Insurance Center (EPIC) and Oak Hill Capital Partners have taken an equity stake in the company. The investment from EPIC and Oak Hill will further propel Paragon's organic and M&A growth strategies and create greater opportunity for Paragon's agency, carrier and reinsurance trading partners.

EPIC Insurance adds Southeast Region Employee Benefits Consultants Joe Salome and Barbara Scales

ATLANTA, Ga., Jan. 13, 2015 (SEND2PRESS NEWSWIRE) -- EPIC (Edgewood Partners Insurance Center), a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Joe Salome and Barbara Scales have joined the firm's Employee Benefits Consulting team in Atlanta.

EPIC adds John Walsh as Executive Liability and Financial Lines Principal in Connecticut

SAN FRANCISCO, Calif., Oct, 21, 2014 (SEND2PRESS NEWSWIRE) -- EPIC (Edgewood Partners Insurance Center), a retail property, casualty insurance brokerage and employee benefits consultant, announced today that John Walsh has joined the firm as their Principal of Executive Liability and Financial Lines insurance. Walsh brings more than 10 years of Financial Lines Broking, Placement, Underwriting, Business Development, Client Service, Operations and Claims Management experience to EPIC.

EPIC Brokers adds Christopher Walker, Esq. as Director Healthcare Compliance

SAN FRANCISCO, Calif., Oct. 15, 2014 (SEND2PRESS NEWSWIRE) -- EPIC (Edgewood Partners Insurance Center), a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Christopher Walker, Esq. has joined the firm as Director of Healthcare Compliance and Associate General Counsel, Employee Benefits. Walker will be based in EPIC's San Francisco headquarters and will report to Executive Vice President and General Counsel, Dan Crawford.

EPIC Co-founder Dan Francis to Leave Firm

SAN FRANCISCO, Calif., Oct. 14, 2014 (SEND2PRESS NEWSWIRE) -- EPIC (Edgewood Partners Insurance Center), a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Co-founder and Executive Chairman Dan Francis has elected to leave the firm effective November 1, 2014.

EPIC adds Bill Cosgrove as Financial Institutions Practice Leader

SAN FRANCISCO, Calif., Oct. 13, 2014 (SEND2PRESS NEWSWIRE) -- EPIC (Edgewood Partners Insurance Center), a retail property, casualty insurance brokerage and employee benefits consultant, announced today that William P. (Bill) Cosgrove has joined the firm as managing principal and Financial Institutions Practice leader. Cosgrove brings 28 years of insurance industry underwriting, production, marketing, client service, management and executive leadership experience to the firm.

EPIC Names Insurance Veteran Peter Garvey as COO

SAN FRANCISCO, Calif., Oct. 9, 2014 (SEND2PRESS NEWSWIRE) -- EPIC (Edgewood Partners Insurance Center), a retail property, casualty insurance brokerage and employee benefits consultant, today announced the appointment of insurance industry veteran Peter Garvey as Chief Operating Officer (COO), a newly created position reporting to CEO John Hahn. Bringing EPIC nearly 35 years of insurance brokerage strategic operations, mergers and acquisitions, and executive leadership experience, Garvey will be chartered with further accelerating EPIC's growth momentum.

EPIC adds Tiffany McClellan in Southern California

IRVINE, Calif., Sept 10, 2014 (SEND2PRESS NEWSWIRE) -- EPIC (Edgewood Partners Insurance Center), a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Tiffany McClellan has joined the firm as Regional Director Employee Benefits. McClellan brings 16 years of experience in strategic market planning, sales organizational leadership, new product/service development and health and welfare plan consulting to the firm.

EPIC adds retail team from JLT Towers Re

SAN FRANCISCO, Calif., Aug. 13, 2014 (SEND2PRESS NEWSWIRE) -- EPIC (Edgewood Partners Insurance Center), a nationwide retail property, casualty and employee benefits insurance broker/consultant, announced today the addition of the retail risk management and property/casualty team of JLT Towers Re. This strategic build-out of a team serving large, complex risk management accounts is a product of EPIC's broadening alliance partnership and collaboration with JLT Towers Re. The agreement is effective August 11.

EPIC Purchases Jenkins Insurance Services

SAN FRANCISCO, Calif., July 21, 2014 (SEN2PRESS NEWSWIRE) -- The shareholders of Jenkins Insurance Services (Jenkins), a Leavitt Group agency, have sold 100 percent of their shares in Jenkins to EPIC (Edgewood Partners Insurance Center). The transaction, which closed on July 17, was retroactively effective July 1. Jenkins, with California offices in Concord, Sacramento, San Jose, Orange County, and in Reno, Nevada, employs 160 and has approximately $34 million of annual revenue.

Andrea Levin joins EPIC as a Vice President in Petaluma

PETALUMA, Calif., July 14, 2014 (SEND2PRESS NEWSWIRE) -- EPIC (Edgewood Partners Insurance Center), a retail property, casualty and employee benefits insurance broker/consultant, announced today the addition of Andrea Levin as a vice president in their Petaluma office. Levin brings 24 years of experience in the development and management of property and casualty insurance and risk management programs, working with a wide range of business and industry and specializing in financial institutions.

EPIC Welcomes Principal Greg Dobson to San Ramon – Top 30 U.S. broker continues to build California presence

SAN RAMON, Calif., June 3, 2014 (SEND2PRESS NEWSWIRE) -- EPIC (Edgewood Partners Insurance Center), a retail property, casualty and employee benefits insurance brokerage, has added Greg Dobson as a principal in its employee benefits division. Dobson brings 30 years of employee benefits expertise to EPIC. He will be based in the company's San Ramon office.

EPIC expansion lands new Chief Growth Officer

SAN FRANCISCO, Calif., May 12, 2014 (SEND2PRESS NEWSWIRE) -- EPIC (Edgewood Partners Insurance Center), a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Chris Duncan has joined the firm's executive team as Chief Growth Officer (CGO). Duncan brings 26 years of experience in finance, risk management, security, mergers and acquisitions and executive leadership to the firm.

EPIC names Michael Gonthier as new Chief Financial Officer

SAN FRANCISCO, Calif., April 14, 2014 (SEND2PRESS NEWSWIRE) -- EPIC (Edgewood Partners Insurance Center), a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Michael Gonthier has joined the firm as Chief Financial Officer. EPIC's current CFO, Elaine Andrian, will now focus on merger and acquisition strategy and diligence as the firm continues to expand nationally.

EPIC adds Senior Consultant Cheryl Doege in San Francisco

SAN FRANCISCO, Calif., March 3, 2014 (SEND2PRESS NEWSWIRE) -- EPIC (Edgewood Partners Insurance Center), a retail property, casualty insurance brokerage and employee benefits consultant, has added Cheryl Doege as a senior consultant to their national employee benefits consulting practice. Doege brings 23 years of experience in human resources and benefits consulting to EPIC with specialties in benefit program design and funding strategies.

EPIC adds Director of Account Executives Sean Leonard to its Southeast division, The McCart Group

DULUTH, Ga., Feb. 27, 2014 (SEND2PRESS NEWSWIRE) -- EPIC, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that it has added Sean Leonard to the employee benefits consulting practice in their Southeast division, The McCart Group. Leonard brings more than 19 years of managerial experience in human resource and benefits, including 12 years spent in benefits consulting, insurance sales and client relationship management.

EPIC's Jim Gillette Honored as a 2014 Risk and Insurance Retail Industry Power Broker

SAN MATEO, Calif., Feb. 24, 2014 (SEND2PRESS NEWSWIRE) -- EPIC (Edgewood Partners Insurance Center), a nationally expanding retail property, casualty and employee benefits insurance brokerage, announced today that Jim Gillette has been named as a 2014 Risk and Insurance Retail Industry Power Broker. In addition to Gillette, Kathleen Felderman, managing principal and the leader of EPIC's national real estate practice, was also recognized as a 2014 Real Estate Industry Power Broker Finalist.

EPIC adds Financial Institutions 'Power Broker' Jim Loughlin

SAN FRANCISCO, Calif., Feb. 11, 2014 (SEND2PRESS NEWSWIRE) -- EPIC (Edgewood Partners Insurance Center), a nationally expanding retail property, casualty and employee benefits insurance brokerage, announced today that James R. Loughlin has joined the firm as Managing Principal, Risk Solutions. Loughlin joins EPIC as Managing Principal, Risk Solutions in New York.

EPIC adds Risk Management Professional Don Atkinson to its Southeast Region, The McCart Group

DULUTH, Ga., Feb. 5, 2014 (SEND2PRESS NEWSWIRE) -- EPIC (Edgewood Partners Insurance Center) a retail property, casualty insurance brokerage and employee benefits consultant, announced today that it has added Don Atkinson to the risk management consulting practice in their Southeast Region, The McCart Group. Atkinson brings 29 years of experience in risk management and insurance sales and client relationship management to The McCart Group.
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Edgewood Partners Insurance Center acquires Altus Specialty Group's Program Business

BOSTON, Mass. /Massachusetts Newswire/ -- Edgewood Partners Insurance Center (EPIC) a retail property, casualty insurance brokerage and employee benefits consultant, today announced it has acquired certain assets of program specialist Altus Specialty Group (ASG), namely the program book of business. The acquisition of this business comes on the heels of EPIC's November 2013 announcement of plans to pursue national expansion, backed by capital from The Carlyle Group and Stone Point Capital.

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