Business, Free News Articles, Insurance

EPIC Announces Leadership Structure Realignment

ATLANTA, Ga. -- EPIC Insurance Brokers and Consultants CEO Steve Denton announced organizational and restructuring changes, effective immediately, across the company. The moves are designed to position EPIC to thrive for years to come.

Tom O'Neil has been named President of EPIC and will work directly with Denton to grow the business across its entire platform - from Private Client to Large Complex Risk in both Property & Casualty and Employee Benefits. O'Neil previously led the West and Northeast Regions and integrated several large acquisitions that expanded the overall footprint of EPIC.

In conjunction with leadership changes, the company is being restructured into "Super Regions" in order to provide more consistency and overall organizational strength: Northeast, Midwest/Southeast and West.

* Northeast: Len Scioscia will lead as President. Scioscia joined the firm through the Prime Risk Partners acquisition in 2019; he was previously CEO of Cook Maran.

* Midwest and Southeast: Adam Meyerowitz will lead as President. Meyerowitz also joined via the Prime Risk Partners acquisition and was Co-founder and President of the organization.

* West: KJ Wagner will lead as President. Wagner joined in 2018 to build EPIC's presence in the Southwest region and previously held senior leadership positions with Willis Towers Watson.

Additional announcements follow:

* Chief Growth Officer and President of Financial Services: Phil Moyles has been named to these roles, where his responsibilities will include driving innovation and organic growth throughout EPIC. He joined EPIC in 2018 through the acquisition of Vanbridge where he continues as CEO.

* National Risk Management and Specialty Practice: Marc Kunney and Scott Davis will co-lead as Presidents, working closely across the EPIC platform to deliver large account and industry specialty resources to brokers and clients.

* National Employee Benefits Practice: Craig Hasday will continue as President, coordinating Regional Employee Benefits Operations, Shared Services Platform and National Employer Consulting Resources. Scott Schanen will continue as President of National Employer Consulting, focused on consulting for large employers.

* National Placement and Carrier Relationships: Jason Walker has been named Senior Vice President to oversee the placement of key accounts and develop new and existing relationships with EPIC's strategic trading partners.

The following corporate changes have also been recognized and will help shape the future of EPIC as an organization poised for long-term success.

* Sapana Nanuwa joins Galway Insurance Holdings, the parent company of EPIC, as Managing Director, Marketing, Branding & Communications.

* Karman Chan joins Galway as Chief Financial Officer. Frank Mammaro has been named Chief Financial Officer of EPIC, and will report to Chan.

* Kevin Grady has been named Chief Diversity Officer of EPIC, in addition to his role as managing principal with EPIC IMPACT.

* John Gaffney has been named Chief of Staff of EPIC.

* Sawsan Nina Mahmud has been named Director of Administration of EPIC.

"These decisions showcase careful succession planning and leadership depth across EPIC," said Denton. "Further, they provide the best structure for innovation and continued growth, and delivery of all of our capabilities to our clients."

About EPIC Insurance Brokers & Consultants

EPIC Insurance Brokers & Consultants has more than 2,600 team members operating from more than 80 offices across the U.S., providing Property and Casualty, Employee Benefits, Specialty Programs, and Private Client solutions to EPIC clients.

For more information on EPIC, visit:

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Business, Construction and Building, Free News Articles, Insurance

EPIC Adds Allen Baker as Senior Risk Consultant

BIRMINGHAM, Ala. -- EPIC Insurance Brokers and Consultants announced today that Allen Baker has joined its National Energy Construction Team as a Senior Risk Consultant. Baker will be based in Birmingham, Alabama. The addition of Baker positions the Energy Construction team to continue to strategically focus on growing market share in key verticals.

Baker brings 15 years of experience advising clients with complex risk on insurance and risk management concerns. Prior to joining EPIC, Baker was a senior vice president with Valent Group. Focus and dedication to clients has propelled Baker's substantial growth, and established him as a foundational player in the insurance brokerage market.

"We are fortunate to welcome Allen to our growing team. His deep knowledge and expertise will be of immediate benefit to our clients and our organization," said Brian Tanner, Managing Principal, EPIC Birmingham office.

Adam Meyerowitz, President, Midwest & Southeast Regions, commented, "We are pleased to welcome Allen to our Birmingham office. His addition furthers our strategy to accelerate our growth in the Southeast Region by partnering with stellar professionals."

Baker earned a Bachelor of Arts from Valdosta State University. He also holds a Construction Risk Insurance Specialist (CRIS) designation. Baker is actively involved with Ronald McDonald House Charities and is on the Mountain Brook Athletics' Board of Directors.

Allen Baker

About EPIC Insurance Brokers & Consultants

EPIC Insurance Brokers & Consultants has more than 2,600 team members operating from more than 80 offices across the U.S., providing Property and Casualty, Employee Benefits, Specialty Programs, and Private Client solutions to EPIC clients.

For more information on EPIC, visit:

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Business, Drugs and Pharmaceuticals, Free News Articles, Insurance

EPIC Insurance Brokers & Consultants Acquires Pharmaceutical Strategies Group

SAN FRANCISCO, Calif. -- EPIC Holdings, Inc. (EPIC) announced today that it has agreed to acquire Pharmaceutical Strategies Group (PSG). The move incorporates the expertise and resources of the nation's largest independent pharmacy benefit consulting firm into EPIC's Employee Benefits Consulting practice.

As a strategic partner to self-insured employers, health plans and health systems, PSG is an experienced navigator of the complex drug pricing market, and generates more than $4.8 billion in drug cost savings for clients each year.

"The opportunity to continue the next phase of our journey with EPIC is exciting," said Dave Borden, PSG Founder. "For more than 25 years, our dedicated clinicians and consultants have relentlessly advocated for clients, harnessing innovation to deliver the highest standard of pharmacy benefits consulting and technology."

Commenting on the announcement, Scott Schanen, President, EPIC National Employer Consulting, said, "Joining forces with PSG accelerates our ability to establish a new normal amid the dynamic landscape of employee engagement, health and economics. Long regarded as the industry leader in drug cost management, PSG's partnership with EPIC creates value for clients through independent, objective and sustainable solutions and strategies."

Steve Denton, EPIC CEO, added, "The cultural fit between PSG and EPIC has been apparent at every turn. We are collaborating to bring the combined expertise and breadth of service offerings to our clients and look forward to a positive 2021."

Michael Lonergan will continue to serve as PSG President and will lead the charge to develop innovative drug management solutions for U.S. plan sponsors. PSG will operate as "Pharmaceutical Strategies Group - an EPIC company."

About EPIC Brokers & Consultants

EPIC Insurance Brokers & Consultants has more than 2,600 team members operating from more than 80 offices across the U.S., providing Property and Casualty, Employee Benefits, Specialty Programs, and Private Client solutions to EPIC clients. For more information on EPIC, visit:

About Pharmaceutical Strategies Group

PSG is the leading pharmacy intelligence and technology company solving one of healthcare's biggest challenges - rising drug costs. It provides innovative drug management solutions to many of America's largest self-funded employers and health plans, who rely on trusted advisors to improve their financial performance.

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Alliances and Partnerships, Business, Free News Articles, Insurance

Policy Inspector Partners with FIMC

STOWE, Vt. -- Policy Inspector Inc. is pleased to announce we have partnered with FIMC in their new Silver Safeguard benefit program. The Policy Inspector searches for lost insurance policies and annuities for members and their loved ones; including policies on living and deceased policyholders.

By finding lost policies, members avoid losing out on any potential benefits due to them.

FIMC seeks to provide a safety net to individuals and their families who wish to avoid the financial burden of common but unexpected life events. They exist to fill the gaps left by insurance and traditional auto club plans so their members can enjoy complete peace of mind in any circumstances.

As part of a comprehensive package of premium services members of FIMC Silver Safeguard will have access to Policy Inspector services to search for lost and unclaimed policies. Because "No policy should be left unclaimed."

Learn more at:

Policy Inspector Inc.
Phil Bongiorno

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Business, Free News Articles, Insurance

EPIC Welcomes John Prentis and Larry Bowlus to Executive Risk and Cyber Practice

SAN FRANCISCO, Calif. -- EPIC Insurance Brokers & Consultants is pleased to welcome John Prentis and Larry Bowlus to its Executive Risk and Cyber practice. Joining from a global broker, Prentis and Bowlus will focus on large public, technology, and financial institution executive liability coverages, including Directors & Officers Liability as well as Errors & Omissions, General Partnership Liability, Employment Practices Liability, Fiduciary, Crime, and Kidnap & Ransom.

The senior team of Prentis and Bowlus brings a combined experience of 50 years in the industry. Prentis most recently co-led Aon's Financial Services Group in San Francisco, providing advisory and placement services for a variety of executive lines. Bowlus served as senior vice president and team leader within the same group, specializing in D&O and management liability insurance programs for public and private companies. Both bring a breadth of experience across industry groups, with deep experience handling executive risks for technology, life science companies and financial institutions, among many others in the public and private sectors.

"We are extremely pleased to welcome John and Larry to EPIC," said Steve Denton, EPIC CEO. "Their experience serving large publicly traded clients and deep expertise in the technology sector fits perfectly with our deep resources currently deployed in the large account risk management sector. In fact, they will work closely with our Policy Response Unit focused on complex shareholder claims and our Analytics practice where we perform risk modeling and benchmarking analysis."

Prentis and Bowlus will lend significant expertise to EPIC's Executive Risk and Cyber practice, which emphasizes a holistic approach to identifying, understanding and managing risks.

"We're fortunate to add two senior risk advisors and brokers in John and Larry to our team of experts," said Kelly Geary, EPIC National Practice Leader, Executive Risk and Cyber. "Our clients will benefit instantly from their perspective and expertise, particularly in today's challenging and dynamic marketplace."

Prentis and Bowlus will work from the firm's San Francisco office.

John Prentis
Cell: 415.238.4575

Larry Bowlus
Cell: 415.254.5918

About EPIC Insurance Brokers & Consultants

EPIC Insurance Brokers & Consultants has more than 2,600 team members operating from more than 80 offices across the U.S., providing Property and Casualty, Employee Benefits, Specialty Programs, and Private Client solutions to EPIC clients. For more information on EPIC, visit:

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Advertising and Marketing, Business, Free News Articles, Insurance

Samuel Howe Tapped as New Alliance Group CMO

ATLANTA, Ga. -- Alliance Group, a national insurance marketing organization (IMO), announced Monday that Samuel Howe has been tapped to succeed Lee Duncan as its Chief Marketing Officer, effective immediately. Duncan had previously occupied the CMO role before his own promotion to President and CEO back in November.

"It's a huge move for Samuel, and one that has been in the works for a while," said Duncan. "I challenged him two years ago to be ready to replace me when we implemented the first phase of our business succession plan at Alliance Group, and it's clear that he's ready."

Since joining the company in 2012, Howe has played an integral role in building out Alliance Group's digital marketing program, which has become the company's calling card. During his tenure, Alliance's award-winning video marketing platform has expanded to include proprietary online training platforms, social media lead generation campaigns, and drip marketing programs.

"It's truly a privilege to work with the unbelievably talented marketing team we've assembled here at Alliance Group," said Howe. "Lee and Jerry Stratton have always put their faith in us and put the team in a position to succeed. I'm humbled by and grateful for this new opportunity, and we're ready to go to work."

The big announcement comes amid Living Benefits Awareness Month (LBAM), a nationwide awareness campaign that Alliance Group conducts with its agents and partners every January. LBAM seeks to educate consumers about modern life insurance products that allow access to their death benefit while they're still alive if they get seriously sick or injured.

"It's been an amazing ride these past eight and a half years," said Howe, "But, as proud I am of our accomplishments as a team so far and what we've built together, I'm even more excited about what's in front of us. We're on the verge of realizing some long-term goals that we've been aiming at for years. The future at Alliance Group is brighter than ever."

To learn more please visit:

About Alliance Group:

Founded in 1998, Alliance Group is the nation's leading IMO in Living Benefits life insurance. With more than 4,500 independent agents nationally, Alliance Group is currently protecting over 130,000 American families with more than $28 billion of Living Benefits coverage.

Peter Goldfine
(678) 969-9000

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Business, Free News Articles, Insurance, Product Launches

Agent Review Announces Technology Awareness Series for Insurance Agents – Leonardo247 Leads Launch

BELLEVUE, Wash. -- Agent Review ( which serves insurance agents and those needing insurance, announces the creation of the Technology Awareness series. These informational alerts can make agents significantly more valuable to their clients, according to Bryan Foos, Agent Review's Operations Manager.

"We started Agent Review to bring to insurance the review model made popular by Yelp and Angie's List," says Foos. "Now, by adding the Technology Awareness series, we're going beyond the value of vetted professional connection to the value of verified technology-based advice."

The enhancement to Agent Review brought by the Technology Awareness series is to "support the introduction of the rapidly maturing operations and opportunities into insurance services in this time of technological change," Foos continues. "Our aim was to position the agent for ever-increasing strength by supporting their education on the latest innovations available to their clients."

Kicking off the awareness series is information about Leonardo247 (, a SaaS-based software for multi-family real estate operations. The platform streamlines communication and helps property management utilize best practices. It makes sure that assets are optimally insured at the best possible premium rate. This can make a significant cost and benefit difference to insured individuals and organizations.

"Insurers look closely at risk-management practices before extending favorable rates," says Daniel Cunningham, Leonard247 CEO. "Our platform helps property managers impact their bottom line, but it is also a tool to address prospective carrier concerns and risk appetites. By polling insurance company risk managers and underwriters, Leonardo247 identifies important issues. Using this feedback, the platform has been refined to build the risk management database."

Agent Review has identified several cutting-edge technology tools, like Leonardo247, that could support an Agent Review agent's client base. The technology series will be free to Agent Review subscribers and will be offered multiple times per year with various enhancement products. Agents can register for an online introduction at

Upon finishing the education, they will receive a Technology Awareness badge on their profile.

About Agent Review:


About Leonardo247:

1-877-995-3662 X 500

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*Caption: Agent Review Technology Awareness Profile Badge.

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Free News Articles, Insurance, Legal and Law

Denial of Coverage for Gender-Affirming Care Declared Unlawful

SAN DIEGO, Calif. -- TransFamily Support Services ( today announced a milestone victory in the organization's mission to build a world where all genders are accepted and treated equally. After calling on the California Department of Insurance to remove unjust barriers for accessing gender reassignment surgery, the department's General Counsel has just declared that health insurance companies may no longer deny coverage for patient's based solely on their age.

In an Opinion Letter issued on December 30, state-operated health insurers were ordered to ease policy limits on male chest reconstruction surgery for female-to-male patients undergoing gender-affirming care for gender dysphoria.

"The world is gaining an understanding around gender identity and learning the importance of treatment for those seeking it," says TransFamily Support Services Founder, Kathie Moehlig. "Trans youth have the highest rates of attempted suicide, 50 percent more than their adolescent peers. To deny care sole based on age puts trans youth's mental well-being at risk."

Moehlig has dedicated her efforts for nearly a decade to ensure that transgender and gender non-conforming youth throughout the country feel supported at all stages of their transition process.

"The issuance of this letter by the California Department of Insurance is a critical move toward improving the lives of youth suffering with gender dysphoria," adds Dr. Johanna Olson-Kennedy, MD, Medical Director from the Center for Transyouth Health and Development at the Children's Hospital Los Angeles, and medical advisor to TransFamily Support and Services. Both Moehlig and Olson-Kennedy - along with all who support the issuance - acknowledge that the refusal of coverage violates state gender non-discrimination laws and regulations, and other coverage and nondiscrimination standards. "Determination of medical necessity being attached to a chronologic age undermines the complex decision making of youth, their families and their care teams," continues Olson-Kennedy. "The work of TransFamily Support Services and the reiteration of the protected services by California Department of Insurance will reduce barriers to accessing gender-affirming services for transgender youth, and offer this vulnerable group of young people an improved opportunity to live authentically."

A recent Cedars Sinai study found that gender dysphoria manifests in early childhood and can persist for years before patients undergo counseling and treatment - oftentimes resulting in a poor quality of life for transgender people throughout their lifetime. The study found that 73% of transgender women and 78% of transgender men surveyed first experienced gender dysphoria by age 7.

Taking the well-being of youth into account, the California Department of Insurance will now mandate that health insurance companies consider a patient's specific clinical situation, holistically, in determining medical necessity and coverage for the treatment of gender dysphoria.

"There is no magical age for [gender-affirming surgery]," says Moehlig, who reiterates that this essential medical care can be carried out at earlier ages, determined by a case-by-case basis. "The importance of our work lies in the outcome of our youth feeling affirmed, emotionally healthy, and the world seeing them for who they genuinely are."

About TransFamily Support Services

TransFamily Support Services works toward building a world where all genders are accepted and treated equally, and they strive to save lives by shaping a gender-affirming and accepting community at large. They guide transgender, non-binary and gender non-conforming youth - and their families - through the gender transitioning process to foster the most positive experience possible. They provide family coaching, assistance with healthcare and insurance issues, help to navigate the legal system, and support at schools, support groups for parents and youth as well as mentorship programs. TransFamily Support services also conducts training for healthcare facilities and workplaces. All services are provided at no fee to youth and families.

To learn more visit:

Kathie Moehlig, Executive Director

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Business, Free News Articles, Insurance

Alliance Group Announces Launch of 4th Annual Living Benefits Awareness Month

ATLANTA, Ga. -- Alliance Group announced the 2021 class of Living Benefits Ambassadors team as part of their fourth annual Living Benefits Awareness Month campaign. The Ambassadors will head up local grassroots campaigns to spread education and awareness for Living Benefits Awareness Month in January 2021.

The chosen Living Benefits Ambassadors are as follows:

* Kristina Messenger (Five Rings Financial - McKinney, TX)
* Daniel Baster (Univista Insurance - Miami)
* Eric Haave (Five Rings Financial - Denver)
* Gavin Dickson (DTLA Insurance Solutions - Los Angeles)
* Claudia Fehribach (Five Rings Financial - Boca Raton, FL)
* Stephen Derrick (Frost Agency - Phoenix)
* Rudy Garcia (Five Rings Financial - Denver)

Living Benefits Awareness Month, or LBAM, takes place each January and aims to educate consumers on the importance of owning Living Benefits life insurance and the role it plays in protecting families' financial security.

Living Benefits are features built into life insurance policies (term and permanent) that allow the policyholder access to their death benefit while they are still alive if they get sick or injured. Cancer, heart attack, stroke, major organ transplant, blindness, paralysis, and chronic illness are some of the triggering events that would allow for acceleration of the policy's death benefit.

"Getting sick no longer means certain death," said Lee Duncan, President and CMO of Alliance Group, in a recent interview with InsuranceNewsNet. "People are surviving longer, which is great news, but survival requires treatment, and treatment requires money. Having emergency access to your life insurance policy's death benefit while you're still alive is a hugely valuable option to have. More people should know about that option. That's why we created Living Benefits Awareness Month four years ago, and we're so excited about building on that success in 2021."

According to Duncan, consumers can get a better idea of what LBAM is all about by visiting a website created by Alliance Group that is geared towards educating the general public on Living Benefits. The address for the site is

The company's main website is

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Business, Free News Articles, Insurance

Galway Insurance Holdings Secures Majority Interest from Harvest Partners with New Equity Investments from Oak Hill Capital and The Carlyle Group

SAN FRANCISCO, Calif. -- Galway Insurance Holdings ("Galway"), the holding company for EPIC Brokers & Consultants ("EPIC") and JenCap Holdings ("JenCap"), which together represent one of the nation's largest insurance distribution firms, announced today that it has signed a definitive agreement with vehicles controlled by Harvest Partners, LP and its affiliates ("Harvest") for a majority interest of Galway.

Galway's existing private equity investors, Oak Hill Capital ("Oak Hill") and The Carlyle Group ("Carlyle"), will reinvest alongside the management team and employee shareholders, who will remain significant shareholders. Terms of the transaction were not disclosed.

In total, Galway manages over $7 billion of insurance premiums, employs over 3,100 associates and operates over 100 offices serving all 50 states. EPIC and JenCap are ranked as the 14th and 8th largest retail and specialty distribution brokers by Business Insurance magazine, respectively.

John Hahn, co-founder and Chairman of Galway, said, "We are thrilled with the outcome and are excited to welcome Harvest on as partners. To have them alongside Oak Hill and Carlyle presents us with a formidable group of investors highly supportive of our vision to continue to build a differentiated business within insurance distribution. This recapitalization provides us with the ability to be opportunistic in today's market; to grow and expand each of Galway's related specialty strategies around retail brokerage, risk management, wholesale brokerage, program administration and underwriting management."

EPIC CEO, Steve Denton said, "The addition of Harvest Partners and the ongoing commitment of both Oak Hill and Carlyle allows our retail platform to continue our exponential growth in all aspects of our business which now includes comprehensive, nationwide solutions across industry focused practices in employee benefits and property & casualty along with dedicated resources in areas like risk management, small commercial and private clients."

John Jennings, co-founder and CEO of JenCap, said, "This is exactly why we joined the Galway platform; the business dynamics of the holding company are extremely attractive for investors and will allow us to pursue our aggressive growth goals, while building out further specialty expertise and depth across our platform for our twelve thousand retail clients."

Jay Wilkins, COO and Partner of Harvest, said, "John, Steve and John have built an exceptional business with the support of Oak Hill and Carlyle that we look forward to continue aggressively growing" with Steve Carlson, Partner, adding "It is an optimal time to invest in such a strong team to capitalize on favorable dynamics in the insurance distribution space."

Steve Puccinelli, Managing Partner of Oak Hill said, "Since our original 2017 investment in EPIC, John Hahn and his top-tier team have more than tripled the business, significantly expanding that company's unique platform and successfully joining it with JenCap to create Galway in June of this year. We are excited to continue to partner with the Galway management team, as well as Harvest and Carlyle, to build the preeminent growth platform in insurance distribution."

John Redett, Managing Director and Head of Carlyle's Global Financial Services group, said, "We're proud of our long-standing partnership with John Hahn and the rest of the management team. John and the Galway team have done a fantastic job growing the business since we initially invested in 2013 and we believe Galway is positioned to capitalize on a number of strategic initiatives going forward. The addition of Harvest Partners and continued investment from Carlyle, Oak Hill Capital, and management further strengthens our tenured partnership and creates a strong alignment among all stakeholders."

Equity capital for the investment will come from funds managed by Harvest Partners, L.P., Oak Hill Partners Fund V, and Carlyle Global Financial Services Partners II and III.

The transaction is expected to be completed by the end of 2020, subject to customary closing conditions, including regulatory approvals.

Evercore Group LLC, Goldman Sachs & Co LLC and Morgan Stanley & Co LLC served as financial advisors to Galway. Weil, Gotshal & Manges LLP served as legal counsel to Oak Hill and Galway. Wachtell, Lipton, Rosen & Katz served as legal counsel to Carlyle. Ropes and Gray LLP served as legal counsel to Harvest.

About EPIC Insurance Brokers & Consultants

EPIC Insurance Brokers & Consultants, now has more than 2,600 team members operating from more than 80 offices across the U.S., providing Property and Casualty, Employee Benefits, Specialty Programs, and Private Client solutions to EPIC clients. For more information on EPIC, visit:

About JenCap Holdings

JenCap Holdings is a premier national specialty insurance distribution platform that includes managing general agencies, specialty program administrators, and transactional wholesale brokers. JenCap has assembled a management team with the sector insight and experience to drive organic growth and strategic acquisitions leveraging technology and advanced data analytics. JenCap is headquartered in New York. For more information on JenCap, visit:

About Harvest Partners

Founded in 1981, Harvest Partners is an established New York-based private equity investment firm that focuses on investments in middle-market companies in the business services & consumer, healthcare, industrial services, and manufacturing and distribution sectors. This strategy leverages Harvest Partners' nearly 40 years of experience in financing organic and acquisition-oriented growth companies. For more information, please visit

About Oak Hill Capital

Oak Hill Capital is a private equity firm managing funds with approximately $15 billion of initial capital commitments and co-investments since inception. Over the past 34 years, Oak Hill Capital and its predecessors have invested in over 90 private equity transactions across broad segments of the U.S. and global economies. Oak Hill Capital applies an industry-focused, theme-based approach to investing in the following sectors: Media & Communications; Services; Industrials; and Consumer, Retail & Distribution. Oak Hill works actively in partnership with management to implement strategic and operational initiatives to create franchise value. For more information, please visit:

About The Carlyle Group

The Carlyle Group (NASDAQ: CG) is a global investment firm with deep industry expertise that deploys private capital across four business segments: Corporate Private Equity, Real Assets, Global Credit and Investment Solutions. With $230 billion of assets under management as of September 30, 2020, Carlyle's purpose is to invest wisely and create value on behalf of its investors, portfolio companies and the communities in which we live and invest. The Carlyle Group employs more than 1,800 people in 31 offices across six continents. For more information, please visit

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