Boating, Marine and Maritime, Business, Free News Articles, Insurance

EPIC Acquires Oversea Insurance Agency – Continues Expansion of its Specialty Offerings

SAN FRANCISCO, Calif. -- 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.

Founded in 1978, Oversea Yacht Insurance is in its fourth generation as an insurance agency with three specializing in recreational and commercial marine insurance. Oversea represents unique policy offerings with the premier carriers in the insurance industry, providing value and comprehensive boat insurance coverage to yachts ranging from 30 feet to 300 feet, both domestically and internationally.

Oversea Principals Scott Jarvie and John M. Jarvie, II will remain actively involved in the overall organization and contribute their expertise and guidance in this highly niche practice. John Jarvie will serve as Managing Principal of the Yachting Practice.

"After 45 years in the marine insurance business, we are excited about the opportunities ahead with EPIC as this will enable us to expand our capabilities and offerings to clients. By further collaborating with EPIC and the EPIC Select team who are focused on high-net-worth individuals, there will be added benefit to all," said Scott Jarvie, President, Oversea Yacht Insurance. "I look forward to seeing John continue to lead the practice, as we build our collaboration with EPIC."

Adam Meyerowitz, President, EPIC Midwest & Southeast Regions, said, "We are fortunate to have aligned with the Jarvie team and their organization to provide this specialized expertise adding to our experienced and knowledgeable professionals."

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: https://epicbrokers.com/.

About Oversea Yacht Insurance

Oversea Yacht Insurance is a family run fourth generation insurance agency with three of those as marine insurance specialty agency with offices in San Diego and Fort Lauderdale. The Oversea team has over 150 years of combined marine insurance experience. They are a fast-growing agency dedicated to offering competitive and unique policy options with the top carriers in its industry, and its seasoned agents work diligently to service clients every need. For more information on Oversea, visit: https://www.overseainsurance.com/.

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

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Business, Free News Articles, Insurance

Frenkel and Company Completes Transition to EPIC Brand

SAN FRANCISCO, Calif. -- 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.

The Frenkel & Company and Frenkel Benefits names will be retired for all Frenkel operations with the exception of Frenkel International which will operate as a specialty division of EPIC. Since joining with EPIC in 2017, Frenkel's associates and practice areas have become integrated into the EPIC business and significantly expanded EPIC's Northeast footprint in risk management, property and casualty insurance, international client services, employee benefits consulting, program solutions and private client services.

Said John Kelly, formerly CEO of Frenkel & Company and now EPIC New York's CEO, "Frenkel's decision to join EPIC has helped us deliver an expansive new set of capabilities to our clients, with the same commitment to service delivery that has been a hallmark of our firm."

Steve Denton, President of EPIC Holdings Inc. noted, "Throughout the past two years we have had the opportunity to integrate our teams, culture and businesses and are proud to now be able to present this unification across the risk management and employee benefits community together as one EPIC. The Frenkel team and capabilities rapidly became ingrained in the EPIC organization and we are excited to kick off 2020 with their full transition to EPIC."

About EPIC Insurance Brokers & Consultants

EPIC Holdings, Inc. is the corporate parent overseeing investments across the entire EPIC platform. The firm's core retail insurance brokerage business, 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.

EPIC has created a values-based, client-focused culture that attracts and retains top talent, fosters employee satisfaction and loyalty and sustains a high level of customer service excellence. EPIC team members have consistently recognized their company as a "Best Place to Work" in multiple regions and as a "Best Place to Work in the Insurance Industry" nationally.

EPIC ranks among the top 15 retail insurance brokers in the U.S. Backed and sponsored by Oak Hill Capital Partners, the company continues to expand organically and through strategic acquisitions across the country.

For additional information, please visit https://www.epicbrokers.com/.

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Business, Free News Articles, Insurance, Product Launches

EPIC Insurance Brokers and Consultants Announces Launch of New Healthcare Practice – Edgewood Healthcare Advisors

SAN FRANCISCO, Calif. -- 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.

The new healthcare practice will be rebranded and serve client as Edgewood Healthcare Advisors. The practice combines the resources and specialists gained through EPIC's acquisition of the U.S operations of Integro Insurance Brokers, which included its healthcare, reinsurance and analytics practices, as well as EPIC's existing healthcare resources.

Edgewood Healthcare Advisors is led by Managing Principal Susan Tewhill and focuses on insurance and risk service needs of operations spanning the entire healthcare spectrum.

"I'm very excited to lead the Edgewood Healthcare Advisors team," Tewhill said. "We have an experienced and growing group of professionals with a passion for developing solutions for clients in the healthcare industry. The industry is diverse and we will serve it by setting our considerable experience, skill and insight to crafting solutions for hospitals, health systems, physician groups, senior living, managed care organizations and medical device companies."

Marc Kunney, President, Risk Management for EPIC Insurance Brokers & Consultants, sees an opportunity for the new practice to help clients more effectively together than its separate parts had previously. "Combining resources and streamlining operations around our clients enables us to move faster while continuing to deliver innovative solutions and superior service to them," Kunney noted.

Pete Garvey, CEO of EPIC Insurance Brokers & Consultants, along with Tewhill, Kunney and other members of the healthcare practice, will be attending the upcoming ASHRM annual conference in Baltimore, Maryland October 13 - 16, 2019. They are looking forward to connecting with risk professionals there about Edgewood Healthcare Advisors and the solutions it provides.

Learn more about Edgewood Healthcare Advisors at:

https://epicbrokers.com/industries/healthcare/

About EPIC Insurance Brokers & Consultants:

EPIC is a unique and innovative retail property and casualty and employee benefits insurance brokerage and consulting firm. EPIC has created a values-based, client-focused culture that attracts and retains top talent, fosters employee satisfaction and loyalty and sustains a high level of customer service excellence.

EPIC team members have consistently recognized their company as a "Best Place to Work" in multiple regions and as a "Best Place to Work in the Insurance Industry" nationally.

EPIC now has more than 2,000 team members operating from more than 70 offices across the U.S., providing Property and Casualty, Employee Benefits, Specialty Programs and Private Client solutions to EPIC clients.

With run rate revenues greater than $600 million, EPIC ranks among the top 15 retail insurance brokers in the U.S. Backed and sponsored by Oak Hill Capital Partners, the company continues to expand organically and through strategic acquisitions across the country.

For additional information, please visit https://www.epicbrokers.com/.

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Business, Free News Articles, Insurance

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

ATLANTA, Ga. -- 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.

Nay brings to EPIC more than 15 years of mergers & acquisitions, capital markets and business development experience and success.

As Chief Acquisition Officer of EPIC Holdings, Inc., Nay will partner with John Hahn, Steve Denton, President of EPIC Holdings, Pete Garvey, CEO of EPIC Insurance Brokers & Consultants, EPIC's Regional Presidents and other senior leaders across the country to source, develop and drive mergers & acquisition activity across EPIC's core retail brokerage business as well as the firm's Specialty Programs and Products groups.

Nay will also focus on leveraging EPIC's core competitive advantages to develop new avenues for growth in areas like small business and warranty. In addition, he will be responsible for helping to coordinate post transaction integration support.

Said John Hahn, "We are excited to have Bill lead our M&A strategy as well as participate as a member of our investor/capital markets relationship team. He has been a great partner and valued consultant to EPIC over the years and we look forward to him driving differentiated growth for us as we continue to expand and scale our business."

"I've had the pleasure of knowing John and the EPIC team since the Company's founding and have always admired their unique, client first approach to the insurance distribution market," said Nay. "I'm excited and honored to have the opportunity to build on such a strong foundation and look forward to finding ways to make a difference."

Prior to joining EPIC, Nay had a 16-year career at SunTrust Robinson Humphrey (a division of SunTrust Banks, Inc.) where he most recently led the firm's insurance investment banking efforts. In his capacity at SunTrust Robinson Humphrey, Nay consulted with and advised insurance services and carrier businesses on a variety of M&A and capital market solutions.

Nay attended the University of Georgia where he earned a Bachelor's Degree in Business Administration with a concentration in Finance.

Bill Nay can be reached in Atlanta, Ga. at bill.nay@epicbrokers.com or 678-324-3337.

About EPIC:

EPIC Holdings, Inc. is the corporate parent overseeing investments across the entire EPIC platform. The firm's core retail insurance brokerage business, EPIC Insurance Brokers & Consultants, now has more than 2,000 team members operating from more than 70 offices across the U.S., providing Property and Casualty, Employee Benefits, Specialty Programs, and Private Client solutions to EPIC clients.

EPIC has created a values-based, client-focused culture that attracts and retains top talent, fosters employee satisfaction and loyalty and sustains a high level of customer service excellence.

EPIC team members have consistently recognized their company as a "Best Place to Work" in multiple regions and as a "Best Place to Work in the Insurance Industry" nationally.

With run rate revenues greater than $600 million, EPIC ranks among the top 15 retail insurance brokers in the U.S. Backed and sponsored by Oak Hill Capital Partners, the company continues to expand organically and through strategic acquisitions across the country. For additional information, please visit https://www.epicbrokers.com.

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Advertising and Marketing, Business, Free News Articles, Insurance

Integro USA Inc. Completes Transition to EPIC Brand

NEW YORK, N.Y. -- 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.

The Integro USA brand will now be retired and the 400 former Integro USA associates working from 22 U.S locations will now do business as EPIC Insurance Brokers & Consultants.

The acquisition and rebranding to EPIC adds significant resources and expertise that highly complement EPIC's diverse insurance distribution platform and broad offerings.

Areas of deepened expertise include:

Entertainment & Sports: focusing on music & events; theatre & venues; film, TV & media; athletes, sports associations, sports teams, amateur sports; and equine insurance.

Specialty: leading provider of insurance brokerage services to Professional Services Firms (accountants, lawyers, hedge funds, asset managers, architects & engineers, consulting firms) and Transportation & Logistics businesses.

Risk Management/Complex Accounts: deep technical resources and services for the Fortune 500 and complex risk accounts. Specific industry expertise includes Healthcare, Real Estate, Financial Institutions, Industrial/Manufacturing, and Retail/Consumer.

Reinsurance: expertise in Specialty Accident & Health, Property & Casualty, and Professional Liability.

Middle Market Accounts: property/casualty, employee benefits, and private client services for small to medium sized companies and individuals

Employee Benefits Consulting: added expertise for mid to large employer groups as well as unique services for the private equity sector.

Said Marc Kunney, formerly President of North America Operations for Integro USA and now EPIC's President, Risk Management, "Joining forces under the EPIC brand allows us to continue offering our collective client base the highest level of service and expertise, while providing depth and scale to further invest in our combined capabilities."

Pete Garvey, EPIC Insurance Brokers & Consultants CEO and a founder and former CEO of Integro Ltd., noted, "I know firsthand what a high quality group we have added to EPIC. We can't be more delighted to have Integro's U.S. team onboard to make us one larger, fully integrated, more successful EPIC."

Steve Denton, President of EPIC Holdings Inc., added, "We have spent the last several months combining the large account and specialty businesses of Integro with EPIC's existing capabilities. The complementary strengths and resources match up perfectly. We are very excited to introduce our combined capabilities under a united banner."

About EPIC Insurance Brokers & Consultants:

EPIC is a unique and innovative retail property and casualty and employee benefits insurance brokerage and consulting firm. EPIC has created a values-based, client-focused culture that attracts and retains top talent, fosters employee satisfaction and loyalty and sustains a high level of customer service excellence.

EPIC team members have consistently recognized their company as a "Best Place to Work" in multiple regions and as a "Best Place to Work in the Insurance Industry" nationally.

EPIC now has more than 2,000 team members operating from more than 70 offices across the U.S., providing Property and Casualty, Employee Benefits, Specialty Programs and Private Client solutions to EPIC clients.

With run rate revenues greater than $600 million, EPIC ranks among the top 15 retail insurance brokers in the U.S. Backed and sponsored by Oak Hill Capital Partners, the company continues to expand organically and through strategic acquisitions across the country. For additional information, please visit https://www.epicbrokers.com/.

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Business, Free News Articles, Funding and Investment, Insurance

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

AVON, Conn. -- 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.

Paragon was formed in 2014 by Ron Ganiats and Ron Mairano and is one of the industry's fastest growing managing general agencies. With fifteen programs, controlled premiums exceeding $125M, and offices in Avon, CT, San Francisco, and Seattle, Paragon has established deep trading relationships with specialty carriers and reinsurers that provide unique solutions in a market that is quickly evolving.

Paragon's specialty carrier and reinsurance relationships, systems and operational capabilities, and data capture and analytics, have quickly made the company a stand out among their competitors.

"Winning in this environment is a function of talent, capability, vision and commitment," said Ron Ganiats, CEO of Paragon. "We are delighted to have strong new partners like EPIC and Oak Hill, who will help us to further build on this foundation of beliefs and values, for the benefit of all Paragon trading partners and our own team members."

About Paragon:
A broadly diversified MGA, Paragon provides unique opportunities and solutions to retail agents, insurance carriers, reinsurers and vendor partners.

Please visit http://www.paragoninsgroup.com/ for additional information.

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