EPIC Insurance Brokers & Consultants Overview

  • Status
  • Private

  • Employees
  • 3,000

Employees

  • Latest Deal Type
  • Debt Refin.

  • Financing Rounds
  • 22

  • Investments
  • 42

EPIC Insurance Brokers & Consultants General Information

Description

Operator of a brokerage and consulting firm intended for payroll administration, pharmacy, healthcare and other industries. The company specializes in insurance, including commercial property and casualty, employee benefits, unique specialty program insurance and private client services, thereby enabling clients to meet their financial goals and responsibilities.

Contact Information

Ownership Status
Privately Held (backing)
Financing Status
Private Equity-Backed
Corporate Office
  • 1 California Street
  • Suite 400
  • San Francisco, CA 94111
  • United States
+1 (415) 000-0000
Primary Industry
Insurance Brokers
Other Industries
Multi-line Insurance
Corporate Office
  • 1 California Street
  • Suite 400
  • San Francisco, CA 94111
  • United States
+1 (415) 000-0000

EPIC Insurance Brokers & Consultants Timeline

2021202220232024
Financing RoundCaptured Employee CountEstimated Employee Growth

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EPIC Insurance Brokers & Consultants Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA
Post-Val Status Debt

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EPIC Insurance Brokers & Consultants Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last
Financing
Details
Operator of a brokerage and consulting firm intended for payroll administration, pharmacy, healthcare and other industri
Insurance Brokers
San Francisco, CA
3,000 As of 2024
00.000
000000000 00 00.000

000 00

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000000000 0000000
Valhalla, NY
00000 As of 0000
00.000
000000000 00

000 00

a aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nis
000000000 0000000
Conshohocken, PA
0000 As of 0000
00.000
000000000 - 00.000
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EPIC Insurance Brokers & Consultants Competitors (48)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
USI Insurance Services Private Equity-Backed Valhalla, NY 00000 00.000 000000000 00
NSM Insurance Group Private Equity-Backed Conshohocken, PA 0000 00.000 000000000 - 00.000
Marcus Insurance (Wethersfield) Private Equity-Backed Wethersfield, CT 00 000000000000
Parker Smith & Feek Private Equity-Backed Bellevue, WA 000 000000000000
RBC Insurance Corporation Mississauga, Canada 0000
You’re viewing 5 of 48 competitors. Get the full list »

EPIC Insurance Brokers & Consultants Executive Team (67)

Name Title Board Seat
Jim Gillette Regional President, Pacific South & Member of the Executive Committee
Derek Thomas President, Galway Strategic Solutions & Executive Vice President
John Connell Regional President, Employee Benefits West
Dan Ryan Managing Principal, Inland Empire Operations
Peter Garvey Executive Vice Chairman
You’re viewing 5 of 67 executive team members. Get the full list »

EPIC Insurance Brokers & Consultants Board Members (7)

Name Representing Role Since
0000 0000 EPIC Insurance Brokers & Consultants Executive Chairman of the Board 000 0000
00000 000000 EPIC Insurance Brokers & Consultants Executive Vice Chairman 000 0000
You’re viewing 2 of 7 board members. Get the full list »

EPIC Insurance Brokers & Consultants Signals

Growth Rate

0.80% Weekly
Growth
Weekly Growth 0.80%, 93rd %
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Similarweb Unique Visitors

15.0K

Majestic Referring Domains

314

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EPIC Insurance Brokers & Consultants Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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EPIC Insurance Brokers & Consultants Investments & Acquisitions (42)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
Phillips Bros. Insurance Agency 04-Sep-2024 0000000000 Insurance Brokers 0000 0000
Fortress Fire 16-Jul-2024 0000 00000 00.000 Security Services (B2B)
Century Insurance Group 01-Jul-2024 0000000000 Insurance Brokers 0.0. 0000
Larry Gordon Agency 03-Nov-2022 0000000000 Insurance Brokers 00000000
SLCO 04-Oct-2022 Buyout/LBO Insurance Brokers 0.0. 0000
You’re viewing 5 of 42 investments and acquisitions. Get the full list »

EPIC Insurance Brokers & Consultants Subsidiaries (15)

Company Name Industry Location Founded
Simatree Consulting Services (B2B) Vienna, VA 2018
JenCap Insurance Brokers New York, NY 0000
Vanbridge Holdings Insurance Brokers New York, NY 0000
SafeHarbor Consulting & Risk Management Consulting Services (B2B) Boston, MA 0000
Greyling Insurance Brokerage Insurance Brokers Alpharetta, GA 0000
You’re viewing 5 of 15 subsidiaries. Get the full list »

EPIC Insurance Brokers & Consultants FAQs

  • Who is the founder of EPIC Insurance Brokers & Consultants?

    John Hahn and Dan Francis are the founders of EPIC Insurance Brokers & Consultants.

  • Who is the CEO of EPIC Insurance Brokers & Consultants?

    Steve Denton is the CEO of EPIC Insurance Brokers & Consultants.

  • Where is EPIC Insurance Brokers & Consultants headquartered?

    EPIC Insurance Brokers & Consultants is headquartered in San Francisco, CA.

  • What is the size of EPIC Insurance Brokers & Consultants?

    EPIC Insurance Brokers & Consultants has 3,000 total employees.

  • What industry is EPIC Insurance Brokers & Consultants in?

    EPIC Insurance Brokers & Consultants’s primary industry is Insurance Brokers.

  • Is EPIC Insurance Brokers & Consultants a private or public company?

    EPIC Insurance Brokers & Consultants is a Private company.

  • What is EPIC Insurance Brokers & Consultants’s current revenue?

    The current revenue for EPIC Insurance Brokers & Consultants is 000000.

  • How much funding has EPIC Insurance Brokers & Consultants raised over time?

    EPIC Insurance Brokers & Consultants has raised $3.55B.

  • Who are EPIC Insurance Brokers & Consultants’s investors?

    Ardian, Harvest Partners, Oak Hill Capital, and The Carlyle Group have invested in EPIC Insurance Brokers & Consultants.

  • Who are EPIC Insurance Brokers & Consultants’s competitors?

    USI Insurance Services, NSM Insurance Group, Marcus Insurance (Wethersfield), Parker Smith & Feek, and RBC Insurance are some of the 48 competitors of EPIC Insurance Brokers & Consultants.

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