Business, Free News Articles, Insurance, Software

Mortgage Coach integration with First American Title empowers consumers with greater insight into title fees during the loan selection process

IRVINE, Calif. -- Mortgage Coach, a borrower conversion platform empowering mortgage lenders to educate borrowers with interactive presentations that model home loan performance over time, today announced its integration with First American Title Insurance Company, a leading provider of title insurance and settlement services and the largest subsidiary of First American Financial Corporation (NYSE: FAF). The integration enables lenders to incorporate title fees into custom Total Cost Analysis (TCA) presentations, providing consumers with greater insight into their closing costs.

Mortgage Coach enables lenders to provide a consultative home financing experience using digital TCA presentations that deliver accurate, actionable financial advice and compare the performance of mortgage loans over time. The platform's connectivity with lenders' tech stacks allows loan originators to automatically generate and send custom TCA presentations to borrowers via email, text or Mortgage Coach's native mobile app. The integration with First American Title makes it possible to import exact title fees - including lenders' title insurance, recording, Escrow service and borrower closing service fees - into TCA presentations.

First Tech Credit Union (First Tech) is the first to leverage Mortgage Coach's integration with First American Title. According to First Tech Vice President of Mortgage Lending Bill Bolton, "Mortgage Coach TCAs have been pivotal to providing our member family with modern, personalized home financing service that helps them achieve their financial dreams. Using Mortgage Coach's integration with First American Title to provide exact insight into title fees during the loan selection process demonstrates our commitment to member education and uncompromising service."

"When lenders couple consultative education with greater insight into loan fees, consumers feel empowered to make milestone financial decisions with confidence," said Mortgage Coach President Joseph Puthur. "By providing additional insight into closing costs, Mortgage Coach's integration with First American Title helps lenders provide an elevated level of service that will keep customers coming back for life."

"Mortgage Coach's use of our API is a prime example of how First American Title can create efficiencies for our lender customers, while also simplifying the home-buying process for buyers and sellers," said Jim Dulle, senior vice president and managing director with First American Title's Direct Division. "We're committed to developing and deploying innovative technologies that help improve the process of buying and selling real estate for all the parties involved."

Mortgage Coach customers who would like to activate the First American Title integration should contact their customer success representative.

About Mortgage Coach:

Mortgage Coach is an award-winning borrower conversion platform that gives consumers the confidence to transact with educational presentations that model loan performance over time. The company's side-by-side loan comparisons allow borrowers to make faster, more informed mortgage decisions while enabling lenders to consistently deliver an on-brand, consultative home financing experience that increases borrower conversion, repeat business and referrals. To date, more than 120 enterprise independent mortgage banks, depository banks and credit unions rely on Mortgage Coach to deliver personalized, modern service that grows revenue and customer loyalty. To learn more about Mortgage Coach, visit https://www.mortgagecoach.com or follow @MortgageCoach.

About First American Title:

First American Title, the largest subsidiary of First American Financial Corporation (NYSE: FAF), traces its history to 1889. One of the largest title insurers in the nation, the company offers title services through its direct operations and an extensive network of agents throughout the United States and abroad. First American Title provides comprehensive title insurance coverage and professional services for real estate purchases, construction, refinances and equity loans. For more information, visit www.firstam.com/title.

About First American:

First American Financial Corporation (NYSE: FAF) is a leading provider of title insurance, settlement services and risk solutions for real estate transactions that traces its heritage back to 1889. First American also provides title plant management services; title and other real property records and images; valuation products and services; home warranty products; banking, trust and wealth management services; and other related products and services. With total revenue of $7.1 billion in 2020, the company offers its products and services directly and through its agents throughout the United States and abroad. In 2021, First American was named to the Fortune 100 Best Companies to Work For(r) list for the sixth consecutive year. More information about the company can be found at https://www.firstam.com/.

Related link: https://mortgagecoach.com/

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Awards and Honors, Business, Free News Articles, Insurance, Water and Wastes

David McNeil Receives Broker of the Year Award

SAN FRANCISCO, Calif. -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Principal and Risk Management Consultant David McNeil has been selected as 2021 Broker of the Year by The California Association of Mutual Water Companies - Joint Powers Risk & Insurance Management Authority (CalMutuals-JPRIMA). CalMutuals JPRIMA is one of the largest water joint powers authorities in the United States.

The CalMutuals JPRIMA Broker of the Year Award is given to an exceptional, high performing risk management professional who has made a meaningful contribution to California public water systems and water-related entities and goes above and beyond in support of this industry. "JPRIMA relies solidly on the skills and support of committed insurance brokers like David," said CalMutuals JPRIMA Chairman and CEO Jim Byerrum. "We view his contributions as an integral part of our success and proudly call him a valued partner and trusted advisor."

McNeil serves on several federal, state, and local task forces for critical infrastructure exposure mitigation, transfer, and avoidance. He is executive producer and an advisory member of the American Association of Water Distribution & Management (AAWD&M) Thought Leadership Lab Video Module Series, a resource that helps CalMutuals-JPRIMA insureds/members stay abreast of risk management best practices and emerging issues. He represents many mutual water companies, public water districts and investor-owned utilities, with many client relationships spanning decades of service.

"It's an honor to be recognized by CalMutuals JPRIMA as Broker of the Year," said McNeil. "Its dedication to providing high-quality, cost-effective risk management and insurance products and services to its members is exceptional, and I look forward to continuing our work together."

CalMutuals JPRIMA was founded in 2016 after enactment of AB656 (Garcia), authorizing mutual water companies to form and participate in a joint powers authority, to provide pooled insurance for mutual water companies and other water systems. Since then, the CalMutuals JPRIMA has grown from 14 members to over 250 members representing a wide range of water suppliers across California, including some of the largest in the state. CalMutuals JPRIMA is governed by a nine-member board of directors from around the state and is currently developing a portfolio of risk management and safety tools for its members.

Learn more about EPIC at: https://epicbrokers.com/

Related link: https://www.epicbrokers.com/

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Business, Free News Articles, Insurance

Crawford McInnis Named Chief Sales Officer – Appointment will Lead EPIC to Next Level of Sales Excellence

SAN FRANCISCO, Calif. -- EPIC Insurance Brokers & Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Crawford McInnis has been named Chief Sales Officer, reporting to Philip Moyles, Chief Growth Officer.

In his new role as Chief Sales Officer, McInnis will be responsible for leading the national sales efforts of the organization and bringing new and innovative ideas to the forefront as the company continues to grow. He will work across the organization with the regional sales leaders, developing cross collaborative efforts, increasing visibility around EPIC's overall client experience and delivery of the services and resources that EPIC and the Galway enterprise companies, have to offer.

McInnis joined the firm in 2014 as a managing principal for EPIC as the company expanded into the Alabama market. He was joined by his two business partners, Brian Tanner and Wilson Long. Tanner will lead the Specialty Construction practice, as managing principal, going forward as McInnis moves into his expanded role. In past roles, McInnis was recognized as a top consultant making him a natural fit for the sales leadership role.

"We are excited about what the future holds as we take the next steps in our sales evolution with Crawford leading sales and focusing on organic growth," said Philip Moyles.

Crawford brings nearly 30 years of risk management and insurance knowledge to his role as Chief Sales Officer. After attending Louisiana State University, he earned a Bachelor of Business Administration degree in Risk Management and Insurance from University of Georgia. In addition, he has the designation of Associate in Risk Management (ARM).

"I am honored to be asked to take on this role to help EPIC achieve further organizational and sales excellence. I look forward to continuing our evolution as a sales culture," commented Crawford McInnis.

The EPIC organization, and its partner companies, continue to focus on building and growing talented people within the organization who are focused on the overall success of the company, while supporting the people who have a growth mindset working to create something great together, to build upon their overall EPICness.

About EPIC Insurance Brokers & Consultants

EPIC Insurance Brokers & Consultants, a retail insurance brokerage, 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 clients. EPIC ranks among the top 15 retail insurance brokers in the U.S.

Learn more at: https://epicbrokers.com/

Related link: https://www.epicbrokers.com/

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Business, Free News Articles, Insurance, Software

Dawn Taylor, former President of Centricity, has joined After, Inc. as Chief Revenue Officer

NORWALK, Conn. -- After, Inc., the global leader in Warranty Services since 2005, just announced that Dawn Taylor will be joining the company as Chief Revenue Officer. Dawn brings more than 27 years of warranty and service contract experience, serving as President of Centricity for the last 9 years. Her background and experience will be instrumental in leading the expansion of After, Inc.'s Warranty Services business, and its newly launched QuickSuite Platform.

"I have had the pleasure of working with the After, Inc. team for many years and have been an admirer of their innovative products," said Dawn. "I am looking forward to joining a great team and continuing to grow and expand our offerings in the market."

In 2016, Dawn was named a Finalist for the Tampa Bay Business Journal's "Businesswoman of the Year" Award. She's also won a Bronze Stevie Award for "Female Executive of the Year in Consumer Services" and in 2019 was recognized as one of Dealerscope's most Powerful Women in Consumer Technology.

"I couldn't be more thrilled that Dawn agreed to join After, Inc. at this stage of our development," said Nate Baldwin, CEO of After, Inc. "Not only does Dawn know the warranty and service contract market inside and out, but her business acumen will help us drive new subscribers for our new QuickSuite(r) portfolio of products."

About After, Inc.

After, Inc. (afterinc.com) is a pioneer in the Warranty Services industry. Since 2005, After, Inc. has been partnering with some of the world's top brands to help transform their warranty businesses, driving customer satisfaction post-purchase, higher product reliability, deeper brand equity and additional revenue and profit opportunities. After just recently launched its SaaS platform, QuickSuite, with a portfolio of products to help manufacturers, retailers, and ecommerce sellers build deeper relationships with their customers and drive customer satisfaction, loyalty, and lifetime revenue after the point of sale.

Headquartered in Norwalk, Conn. and with offices in New York City, After, Inc. is part of Galway Holdings Group, a financial services distribution company. It includes EPIC Insurance Brokers & Consultants and a diversified brokerage distribution and underwriting platform, with a focus towards data analytics, technology transformation, and innovative risk sharing solutions.

Learn more at: https://www.afterinc.com/

Related link: http://afterinc.com/

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Business, Free News Articles, Insurance, Product Launches

After, Inc. will launch its new QuickSuite® of products at the 12th Annual Extended Warranty and Service Contract Innovations Conference

NORWALK, Conn. -- After, Inc., a global leader in Warranty Services Solutions since 2005, just announced that it will be a Platinum Sponsor of the 12th Annual Extended Warranty and Service Contract Innovations Conference. The conference, which brings together companies across auto, appliance, mobile, electronics, home, and industrial equipment industries to discuss the latest trends and insights in extended warranty and service contracts, offers the ideal backdrop to unveil After's new QuickSuite® product portfolio.

"After, Inc. has been working with major brands for over 15 years, building and optimizing their warranty programs," says Nate Baldwin, After, Inc. CEO. "Today, we are excited to announce the launch of our new QuickSuite portfolio of products, starting with QuickReg and QuickCover, and shortly thereafter, QuickClaim, QuickInsights, and QuickRenew. All of our SaaS products work together across the customer lifecycle to help companies of all sizes manage their warranty sales and logistics processes with minimal human interaction and maximum profit potential."

The company will also lead two sessions at the conference. The first session on October 18th will be led by After's SVP of Business Development, Jon Margalit, who will discuss "Leveraging Innovative Tech to Overcome the Entry Barrier for Offering Extended Warranties." The second session on October 19 will be a panel format, moderated by Dan Hulkower, SVP, Business Development.

The panel, which includes Darius Bullock, Services Business Development Director, Pentair, and Gary Mitzner, President North American Region, Domestic and General, will share their experiences on "What a Unified Post-Sale Experience Means for Customer Satisfaction."

Learn more about QuickReg® and QuickCover® at https://www.quickreg.me/ and https://www.quickcover.me/. QuickClaim®, QuickInsights®, and QuickRenew® will launch in the latter part of Q4 2021.

About After, Inc.

After, Inc. (http://www.afterinc.com/) is a pioneer in the warranty business - providing product registration, marketing, analytics, and program administration to warranty organizations since 2005. After, Inc. partners with some of the world's top brands to help transform their warranty businesses, driving customer satisfaction post-purchase, higher product reliability, deeper brand equity and additional revenue and profit opportunities.

Headquartered in Norwalk, Connecticut, and with offices in New York City, After, Inc. is part of Galway Insurance Holdings, LP ("Galway Holdings"), a financial services distribution company that includes EPIC Insurance Brokers & Consultants and PowerGuard® Specialty Warranty, as well as a diversified brokerage distribution and underwriting platform, with a focus towards data analytics, technology transformation, and innovative risk sharing solutions.

Related link: http://afterinc.com/

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Business, Free News Articles, Insurance, NonProfit and Charities, Transportation

Move For Hunger and Mover’s Choice Renew Their Partnership in an Effort to End Hunger

RED BANK, N.J. -- Mover's Choice, a specialty moving and storage insurance program, and Move For Hunger, a national hunger relief non-profit organization, announced the renewing of their partnership today for another year that would help provide more than 25,000 meals to those in need.

This is the third year of the partnership between the two organizations that has contributed a total of 63,000 meals to hungry families across the country.

"We're extremely fortunate and appreciative to join such a much-needed cause," said Brandon Laam, Director of Business Development at Mover's Choice. "The sustainable donation process that Move For Hunger undertakes is quite extraordinary. With their partnership, we look forward to having the ability to do our part in getting food delivered to those who need it most."

Mover's Choice has been a trusted partner of the moving and storage industry for over 25 years. Their specially designed insurance products and solutions support many van lines and individual movers in the Move For Hunger network.

Thanks to partnerships like the one with Mover's Choice, Move For Hunger continues to increase its impact in the United States and Canada. Just last month, Move For Hunger announced that it had helped feed 20 million people - half of which coming in the last three years alone.

Since its founding in 2009, Move For Hunger has made a sustainable way for people to donate food. They've partnered with 1,000+ movers in all fifty states and Canada to ask the simple question, "Would you like to donate your food when you move?" The organization has since expanded its scope to include organizing community food drives, rescuing unused food from events like marathons and festivals, and the recent launch of its new fresh food program which collects perishable food from farms and other sources and distributes it to local food banks.

All of these initiatives are vital in solving the hunger crisis that touches every state and county in the United States. There are 42 million hungry Americans including 1 in 6 kids that are considered food insecure. In California, the home of Mover's Choice, over 4 million people are unsure of where their next meal is coming from.

"Mover's Choice has been a close partner of ours for multiple years and we very much appreciate their continued support," said Adam Lowy, Executive Director and Founder of Move For Hunger. "We're trying to mobilize an entire industry-from the movers to all the companies that support the movers-to rally around the same cause. With our continued partnership, we're one step closer to doing that and one step closer to ending hunger."

About Move For Hunger

Move For Hunger 501(c)(3) is a national non-profit organization that has created a sustainable way to reduce food waste and fight hunger. We have mobilized the leaders of moving, relocation, and multi-family industries to provide their customers, clients, and residents with the opportunity to donate their food when they move. Members of Move For Hunger also organize community food drives, participate in awareness campaigns, and create employee engagement programs. For more information, or to find out how you can host your own food drive, visit https://moveforhunger.org/.

About Mover's Choice

The Mover's Choice Program has been providing specially designed insurance products for the residential household goods moving and storage industry for over 28 years. We provide comprehensive coverage at competitive prices. Learn more at http://www.moverschoiceinfo.com/

Related link: https://moveforhunger.org/

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Business, Free News Articles, Insurance

Galway Holdings Announces Formal Close of MAI Capital Management Deal

SAN FRANCISCO, Calif. -- Galway Holdings ("Galway") today announced its investment in MAI Capital Management, LLC ("MAI") has officially closed. Retaining the MAI Capital Management name, the firm now operates as a part of the Galway Companies. MAI's financial and wealth management services will complement existing business relationships within EPIC Insurance Brokers & Consultants as well as other areas of specialization across all Galway platforms.

MAI is a full-service Registered Investment Adviser (RIA) specializing in comprehensive investment and financial planning for high-net-worth individuals and families. Galway's investment will help MAI accelerate its organic growth trajectory, enhance its client service offerings, and further expand its national presence. The MAI executive team will remain intact.

Notably, Barron's placed MAI on its 2021 Top 100 Independent Advisors list, moving up to position 31. MAI has received this recognition for four years in a row.

John Hahn, Executive Chairman, Galway Holdings said, "We are pleased to have the partnership closed and are ready to move forward with Rick Buoncore and the MAI team by our side, providing capital and resources that will help sustain the continued growth of its premier wealth management platform."

As Galway and MAI execute on their growth plan, they will be seeking additional strategic partners to complement their overall financial services and wealth management offerings.

About Galway Insurance Holdings

Galway Insurance Holdings, LP is a financial services distribution company. It includes EPIC Insurance Brokers & Consultants and a diversified brokerage distribution and underwriting platform, with a focus towards data analytics, technology transformation, and innovative risk sharing solutions.

About MAI Capital Management

MAI Capital Management, LLC is a fee-based registered investment adviser and wealth management firm based in Cleveland with additional regional offices across the country. The firm provides comprehensive investment management and planning services to high-net-worth individuals, families and athletes. For more information, visit https://mai.capital/.

Media Contact:
Betsy Van Alstyne
Betsy.VanAlstyne@galwayholdings.com

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Business, Free News Articles, Insurance, Real Estate

Skyway.com Answers Buyers’ Need For Rapid Online Condo Insurance In Fast-Paced Housing Market

ST PETERSBURG, Fla. -- It is no secret that the housing market in Florida is hot. Properties move fast, and consumers are finding more ways to make all parts of buying and owning a home quick, easy, and mostly online. One insuretech, UPC Insurance®, answered the consumer call for the ability to almost instantly have an estimate of what a policy will cost, and the ability to buy a Florida Condo policy completely online with Skyway.com.

"From e-commerce to ride-sharing apps, consumers are increasingly choosing the convenience of online solutions that are quick and effective," said Chris Griffith, COO and CIO of St. Petersburg-based UPC Insurance and President of Skyway.com. "UPC is proud to be a pioneer in direct-to-consumer condo insurance policies... Customers can get a quote in seconds and bind and pay for that policy within minutes."

Lisa Sparks with Jason Mitchell Real Estate confirms the cost of insurance is something that buyers want to have an estimate on before they commit to buying a home. Skyway.com consumers are now able to see the estimated insurance premium for a Florida HO6 condo unit owners policy in seconds. This boosts buyers' confidence: they know they can afford the unit with all expenses, including the insurance cost, without the delay of a traditional quest for similar information on the phone or filling out forms online.

In this market, minutes matter! Realtors are finding it is not unusual for multiple prospective buyers to be lined up in their cars, waiting to see a new listing. Buyers in Florida don't want to lose out on a great unit because they are waiting to hear back on an insurance quote. Sparks confirms having an instant quote prior to submitting their offer is just one more level of uncertainty that can be removed from the transaction, giving buyers a competitive edge when they go into a multiple offer situation.

Skyway.com was designed to be very consumer-friendly. UPC Insurance® collaborated with Swash Labs to ensure the user experience is fast and easy to use. The end result is clear skies ahead for buyers looking to secure a new condo in today's competitive Florida housing market.

Learn more: https://www.skyway.com/

Facebook: https://www.facebook.com/skywaycoastal/

About UPC Insurance

Founded in 1999, UPC Insurance is an insurance holding company that sources, writes and services personal and commercial residential property and casualty insurance policies using a group of wholly owned insurance subsidiaries through a variety of distribution channels. The Company currently writes policies in Connecticut, Florida, Georgia, Louisiana, Massachusetts, New Jersey, New York, North Carolina, Rhode Island, South Carolina and Texas. From its headquarters in St. Petersburg, UPC Insurance's team of dedicated professionals manages a completely integrated insurance company, including sales, underwriting, customer service and claims. For more information, visit: https://www.upcinsurance.com/.

About Swash Labs

Swash Labs is an award-winning, full-service advertising agency based in Denton, Texas. Established in 2011, Swash Labs uses the art and science of storytelling and behavioral economics in work focused on digital media, emerging communications technology, and modern brand development for clients across the United States. Swash helps clients define and solve business problems with big creative ideas that work. For more information, visit: https://swashlabs.com/.

Related link: https://www.upcinsurance.com/

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Business, Entertainment, Free News Articles, Insurance

EPIC Welcomes Peter Marshall – Further Strengthens Entertainment and Sports Practice

SAN FRANCISCO, Calif. -- EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Peter Marshall has joined its Entertainment & Sports practice as Managing Principal, Media Services.

Marshall will play a pivotal role in the continued development of the firm's Entertainment side of the business. He brings nearly two decades of experience in the insurance industry, with a specific focus on Film, Television and New Media.

Marshall has developed risk management protocols for some of the world's leading film, television, and new media production companies, including many Oscar, Emmy, and Golden Globe Award nominated and winning shows. He has developed pandemic coverage, Cyber, Management Liability, Political Risk, Hurricane, and Kidnap, Ransom & Extortion programs for these companies as well. Marshall has also created production and Intellectual Property insurance programs.

Marshall produced feature films and long-form television prior to becoming an insurance and risk advisor. During his years of experience in the film industry, while based in Los Angeles, he was Senior Vice President of Film Production at Lionsgate, and head of television production at Trimark Pictures. He also served as an executive at several prominent independents where he developed screenplays and oversaw the production through delivery of many lauded and successful feature, cable, and network television films.

"Peter brings an incredible depth of wide-ranging expertise to this role, allowing EPIC to further expand our offerings and immediately benefit our entertainment clients," said Scott Davis, President, National Specialty Practices at EPIC. "We are thrilled to have him join our team and help us continue our growth in this specialized area," Davis continued. Marshall will report to Davis.

Marshall graduated Cum Laude with a B.A. from Yale College, and an M.F.A. from the Yale School of Drama. He is a licensed Property and Casualty broker in New York, California, Georgia, Virginia, Louisiana, and Florida. Marshall is an active community member, supporting many organizations including Ronald McDonald House.

Peter Marshall

peter.marshall@epicbrokers.com

Phone: (310) 721-4323

About EPIC Insurance Brokers & Consultants

EPIC Insurance Brokers & Consultants, a retail insurance brokerage, 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 clients. EPIC ranks among the top 15 retail insurance brokers in the U.S. https://www.epicbrokers.com/

Related link: https://www.epicbrokers.com/

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Alliances and Partnerships, Business, Free News Articles, Insurance

Galway Holdings Announces Strategic Acquisition of MAI Capital Management

SAN FRANCISCO, Calif. -- Galway Holdings ("Galway") today announced its investment in MAI Capital Management LLC ("MAI"). The move adds a new business vertical in financial and wealth management services to complement existing business relationships within EPIC Insurance Brokers & Consultants as well other areas of specialization across all Galway platforms.

MAI is a full-service, independent Registered Investment Adviser ("RIA") specializing in comprehensive investment and financial planning for high-net-worth individuals and families. Galway's investment will help MAI accelerate its organic growth trajectory, enhance its client service offerings, and further expand its national presence through M&A. MAI's executive team will remain intact.

John Hahn, Executive Chairman, Galway Holdings said, "We are excited to partner with Rick Buoncore and the MAI team to provide capital and resources that will help sustain the continued growth of its premier wealth management platform. This includes our shared vision of delivering risk management and insurance solutions via our EPIC Select platform directly to high-net and ultra-high-net-worth clients and MAI's best-in-class trusted advisory services under one roof."

Rick Buoncore, MAI's Managing Partner, commented, "Clients want expertise, simplicity and a full range of financial solutions. Our new partnership with Galway gives MAI the opportunity to continue evolving in an ever-changing financial services landscape. By launching this unique approach, we can provide our clients with integrated and easy-to-access expertise across the financial spectrum, with the goal of making their lives simpler in an increasingly complex world. This is a natural evolution for MAI and builds upon the foundation we created four years ago by aligning with Wealth Partners Capital Group, which has expanded our reach and made us more accessible to clients nationwide."

MAI established a partnership with Wealth Partners Capital Group ("WPCG") in 2017, and they have worked together to identify and acquire RIAs seeking access to expanded business capabilities, strategic growth, and customized solutions. The partnership has resulted in 12 acquisitions, strategically broadening MAI's geographic footprint and enhancing its service model. WPCG will maintain an equity position in MAI while continuing to collaborate on additional growth opportunities.

Galway's investors include three prominent private equity firms: Carlyle Group, Oak Hill Capital, and Harvest Partners. Steve Carlson, Partner at Harvest Partners added, "Last December, we partnered with Galway because, among other things, we believed the team would be able to unlock differentiated opportunities during our investment. MAI and the move into high-net-worth wealth management is one of those opportunities and we are thrilled to be involved as it redefines the risk and wealth management marketplace."

Truist Securities served as financial advisor to Galway while Ropes Gray LLP served as legal counsel to Harvest and Galway. Ardea Partners LP served as financial advisor to MAI and Holland & Knight LLP provided legal counsel to MAI and WPCG.

About Galway Insurance Holdings

Galway Insurance Holdings, LP ("Galway Holdings"), is a financial services distribution company. It includes EPIC Insurance Brokers & Consultants and a diversified brokerage distribution and underwriting platform, with a focus towards data analytics, technology transformation, and innovative risk sharing solutions.

About MAI Capital Management

MAI Capital Management ("MAI") is a fee-based registered investment adviser and wealth management firm based in Cleveland with additional offices in Cincinnati, OH, Ponte Vedra Beach and Naples, FL, Nashua, NH, Irvine, CA, Reston, VA, Little Rock, AR, New York City and St. Louis and a presence in Columbus, OH and Miami. The firm also provides comprehensive investment management and planning services to high-net-worth individuals, families and athletes. For more information, visit http://www.mai.capital/.

About Wealth Partners Capital Group

Wealth Partners Capital Group ("WPCG") is a financial services holding company, which has partnered with MAI Capital Management ("MAI"). WPCG assists MAI by identifying and integrating like-minded registered investment advisers who seek access to expanded business capabilities, strategic growth and customized transition solutions. For more information, visit http://www.wealthpcg.com/.

Related link: https://www.epicbrokers.com/

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