Vanbridge an EPIC Company

November 4, 2022

EPIC Continues Strategic Expansion of Life and Executive Benefits Platform – Acquires Larry Gordon Agency

CHICAGO, Ill. — EPIC Insurance Brokers and Consultants (“EPIC”) announced today that it has acquired Larry Gordon Agency (“LGA”). The acquisition continues the strategic expansion of EPIC’s geographic footprint in the Midwest across its life insurance, executive benefits, and financial advisory distribution businesses under the Vanbridge Life and Executive Benefits umbrella….

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October 19, 2022

Anita Huang Joins EPIC’s Life and Executive Benefits Practice

SAN FRANCISCO, Calif. — EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Anita Huang has joined the firm as a Senior Vice President within its Life and Executive Benefits practice managed by Vanbridge, an EPIC company….

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October 3, 2022

EPIC Expands Life and Executive Benefits Platform with Acquisition of The National Benefit Corp

WEST DES MOINES, Iowa — EPIC Insurance Brokers and Consultants (“EPIC”) announced today that it has acquired The National Benefit Corp (“TNBC”). The acquisition further expands EPIC’s geographic footprint in the Midwest across its life insurance, executive benefits, and financial advisory distribution businesses under the Vanbridge Life and Executive Benefits umbrella….

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June 15, 2022

John J. Patterson Joins Vanbridge, EPIC’s Financial Services Division

SAN FRANCISCO, Calif. — EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that John J. Patterson has joined the firm as Managing Principal, Head of Claims with Vanbridge, its Financial Services division….

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June 3, 2022

EPIC Adds to Life and Executive Benefits Platform with Acquisition of Dixon Wells, Inc.

SAN FRANCISCO, Calif. — EPIC Insurance Brokers and Consultants (EPIC) announced today that it has acquired Dixon Wells, Inc. (Dixon Wells) in a strategic move to expand EPIC’s geographic footprint in the life insurance, executive benefits, and financial advisory distribution businesses under the Vanbridge Life and Executive Benefits umbrella….

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April 6, 2022

James Kennedy Joins Vanbridge, a Division of Financial Services of EPIC: M&A and Private Equity Background Provides Significant Leg Up

NEW YORK, N.Y. — EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that James Kennedy has joined the firm as a principal with Vanbridge, its Financial Services In his role within the Financial Services division, Kennedy will be dedicated to the private equity space.division….

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June 4, 2021

EPIC Adds William Schoenbach as Managing Principal

HARTFORD, Conn. — EPIC Insurance Brokers & Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that William Schoenbach is joining its growing Financial Services business….

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April 27, 2020

Vanbridge Releases Second Comprehensive Review of US Representations and Warranties Insurance Market

NEW YORK, N.Y. — Vanbridge, an EPIC company, an insurance intermediary and program management firm, published its second edition of its U.S. Representations and Warranties Insurance (R&W) Market Review today. This edition evaluates and summarizes domestic R&W data for the years 2017, 2018 and 2019….

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August 8, 2019

EPIC Insurance Brokers and Consultants Acquires Trumark Insurance and Financial Services

SAN FRANCISCO, Calif. — EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today the acquisition of Trumark Insurance & Financial Services, a Pleasanton, CA-based Brokerage/General Agency specializing in the institutional financial advisory market….

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September 13, 2018

EPIC Acquires Alternative Asset Management Industry Specialist Vanbridge LLC

NEW YORK, N.Y. — Vanbridge, LLC, a specialty insurance intermediary, program management, and risk advisory services business, and EPIC Insurance Brokers & Consultants, a unique and innovative national retail insurance brokerage and employee benefits consulting firm, announced today that EPIC has acquired the assets, employees and operations of Vanbridge….

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