| Date | Title | Description |
| 23.10.2025 | Planyear: $12 Million Seed Funding Closed For Improving Benefits Consulting with AI-Based BEACON Platform | Planyear, an AI-native platform revolutionizing how benefits consultants manage and deliver services, announced today that it has raised $12 million in seed funding led by True Ventures. The funding will accelerate the development and expan... |
| 19.10.2025 | Planyear: $12 Million Seed Round Secured To Transform Benefits Consulting With AI-Driven BEACON Platform | Planyear, a San Francisco–based company building an AI-native platform for benefits consultants, announced it has raised $12 million in seed funding led by True Ventures. The financing will accelerate the expansion of BEACON, Planyear’s fla... |
| 05.03.2025 | The Insurance Blind Spot: Why Homeowners Must Act Now | Homeownership is a dream for many. It’s a symbol of stability, a place to build memories. But lurking beneath this dream is a potential nightmare: underinsurance. Recent studies reveal a shocking truth. Many homeowners are woefully unprepar... |
| 03.03.2025 | Business | Check your home insurance now, avoid regret later | Undercoverage appears to be widespread. Take the Marshall Fire, a 2021 wildfire that destroyed almost 1,000 buildings in Boulder County, Colorado. Almost three-quarters of the homeowners were underinsured, according to a research paper, “Co... |
| 02.10.2024 | Navigating the Landscape of Employee Benefits: Mployer's 2024 Awards Highlight Top Consultants | In the world of employee benefits, the stakes are high. Employers are in a constant battle to attract and retain talent. The right benefits consultant can be the difference between a thriving workforce and a revolving door of employees. Mpl... |
| 02.10.2024 | Mployer's 2024 Top Employee Benefits Consultant Awards: A Beacon for Employers | In the competitive landscape of employee benefits, Mployer shines a spotlight on excellence. The company recently announced the winners of its fourth annual "Top Employee Benefits Consultant Awards" for 2024. This recognition span... |
| 02.10.2024 | Mployer Announces 2024 Winners of Fourth Annual 'Top Employee Benefits Consultant Awards' in Central and Western Pennsylvania | Mployer, the industry-leader in providing employee benefits research, ratings, and reviews, has named over 750 brokerage office winners nationally in more than 50 regions as part of its fourth annual "Top Employee Benefits Consultant A... |
| 01.10.2024 | Mployer Announces 2024 Winners of Fourth Annual 'Top Employee Benefits Consultant Awards' in Philadelphia, Camden, and Wilmington | Mployer, the industry-leader in providing employee benefits research, ratings, and reviews, has named over 750 brokerage office winners nationally in more than 50 regions as part of its fourth annual "Top Employee Benefits Consultant A... |
| 26.09.2024 | The Rise of Employee Benefits Consultants: A New Era in Workforce Well-Being | In the bustling world of corporate America, employee benefits consultants are becoming the unsung heroes. Their role is pivotal, shaping the landscape of workplace satisfaction and retention. As companies vie for top talent, the need for ef... |
| 24.09.2024 | Mployer Announces 2024 Winners of Fourth Annual 'Top Employee Benefits Consultant Awards' in New York City | Mployer, the industry-leader in providing employee benefits research, ratings, and reviews, has named over 750 brokerage office winners nationally in more than 50 regions as part of its fourth annual "Top Employee Benefits Consultant A... |
| 04.09.2024 | The Landscape of Employee Benefits: Mployer's 2024 Awards Illuminate Top Consultants | In the bustling world of employee benefits, Mployer stands as a lighthouse, guiding employers through the fog of choices. On September 3, 2024, Mployer unveiled its fourth annual "Top Employee Benefits Consultant Awards," recogniz... |
| 03.09.2024 | Mployer Announces 2024 Winners of Fourth Annual 'Top Employee Benefits Consultant Awards' in Sacramento, Roseville, and Folsom | Mployer, the industry-leader in providing employee benefits research, ratings, and reviews, has named over 750 brokerage office winners nationally in more than 50 regions as part of its fourth annual "Top Employee Benefits Consultant A... |
| 28.08.2024 | Mployer's 2024 Top Employee Benefits Consultant Awards: A Beacon for Employers | In the bustling world of employee benefits, Mployer stands tall. This Nashville-based company has unveiled its fourth annual "Top Employee Benefits Consultant Awards" for 2024. Over 750 brokerage offices across the nation have bee... |
| 27.08.2024 | Mployer Announces 2024 Winners of Fourth Annual 'Top Employee Benefits Consultant Awards' in Georgia | Mployer, the industry-leader in providing employee benefits research, ratings, and reviews, has named over 750 brokerage office winners nationally in more than 50 regions as part of its fourth annual "Top Employee Benefits Consultant A... |
| 23.05.2023 | EPIC Insurance Brokers & Consultants Partners with Bindable™ to Expand Sales Strategy | “Our technology partnership with Bindable enables our agents to efficiently retarget and cross-sell insurance products to our current customers, while also enabling us to expand our digital presence.” - Beth Gardner, COO, National Private C... |
| 19.01.2023 | A Federal Cyber Insurance Backstop Is Premature | Political conflict makes private insurers uncomfortable and has for a very long time. For example, as tension grew in the lead-up to World War I, the insurance industry considered excluding war-related losses from maritime policies—the cons... |
| 07.09.2022 | EPIC Insurance Continues Expansion, Invests in Jersey City Office: New Location Has Panoramic Views, Trendy Style, Diverse Neighbors | “This stunning new office is designed to meet the needs of today's diverse workforce, with a central location near Manhattan, amazing views and enticing amenities for employees,” said Kenneth Hegel, Managing Principal/EVP Middle Market &... |
| 12.04.2022 | EPIC Insurance Invests in Atlanta as Southeast Regional Hub, New Perimeter Center Office to Accommodate Growth | “We launched this new office design to meet the needs of today's workforce with a central location, amenities for employees and multiple work styles in mind,” says Adam Meyerowitz, President, Southeast & Midwest Region for EPIC Insuranc... |
| 11.01.2022 | KJ Stephens Joins EPIC Further Expands EPICs Employee Benefits Practice | SAN FRANCISCO, Calif., Jan 11, 2022 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers & Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that KJ Stephens has joined the firm... |
| 04.01.2022 | EPIC Acquires Oversea Insurance Agency Continues Expansion of its Specialty Offerings | SAN FRANCISCO, Calif., Jan 04, 2022 (SEND2PRESS NEWSWIRE) -- 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 In... |
| 11.11.2021 | David McNeil Receives Broker of the Year Award | SAN FRANCISCO, Calif., Nov 11, 2021 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Principal and Risk Management Consul... |
| 16.08.2021 | Galway Holdings Announces Strategic Acquisition of MAI Capital Management | SAN FRANCISCO, Calif., Aug 16, 2021 (SEND2PRESS NEWSWIRE) -- Galway Holdings ("Galway") today announced its investment in MAI Capital Management LLC ("MAI"). The move adds a new business vertical in financial and wealth ... |
| 08.07.2021 | Jencap Announces Acquisition of U.K.-based Lloyds Coverholder | NEW YORK, N.Y., Jul 08, 2021 (SEND2PRESS NEWSWIRE) -- Jencap Group, LLC (Jencap), the wholesale program management and binding authority business of Galway Insurance Holdings LP (Galway), has acquired London-based Worldwide Hole 'N One Ltd.... |
| 20.04.2021 | EPIC Select Teams Up with Morgan Stanley for Sports and Entertainment Insurance | NEW YORK, N.Y., Apr 20, 2021 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers & Consultants announced today that it has been named by Morgan Stanley to offer risk management services to their sports and entertainment clients through thei... |
| 11.03.2021 | Jeremy Lawson Joins EPIC Contingency Risk Practice as Managing Principal | SAN FRANCISCO, Calif. and AUSTIN, Texas, March 11, 2021 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants announced today that Jeremy “Jez” Lawson has joined the firm as Managing Principal of its expanding Contingency Risk Prac... |
| 23.02.2021 | EPIC Announces Leadership Structure Realignment | Positions firm for continued growth and success
ATLANTA, Ga. and SAN FRANCISCO, Calif., Feb. 23, 2021 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants CEO Steve Denton announced organizational and restructuring changes, effect... |
| 04.02.2021 | EPIC Insurance Brokers & Consultants Acquires Pharmaceutical Strategies Group | Expands Employee Benefits and Pharmaceutical Expertise
SAN FRANCISCO, Calif., Feb. 4, 2021 (SEND2PRESS NEWSWIRE) — EPIC Holdings, Inc. (EPIC) announced today that it has agreed to acquire Pharmaceutical Strategies Group (PSG). The move inco... |
| 11.12.2020 | Galway Insurance Holdings Secures Majority Interest from Harvest Partners with New Equity Investments from Oak Hill Capital and The Carlyle Group | Capital to fund Business Growth within Insurance Distribution
Galway Insurance Holdings (“Galway”), the holding company for EPIC Brokers & Consultants (“EPIC”) and JenCap Holdings (“JenCap”), which together represent one of the nation’... |
| 15.10.2019 | Nation’s 34th Largest Retail Insurance Broker Prime Risk Partners Joins EPIC | ATLANTA and SAN FRANCISCO, Oct. 15, 2019 – Prime Risk Partners Inc. and EPIC Insurance Brokers & Consultants, announced today that they have entered into an agreement to join forces.
Prime Risk Partners, headquartered in Atlanta, Georg... |
| 17.12.2018 | Oak Hill Capital-backed EPIC Acquires Integro | EPIC Holdings, Inc. today announced an agreement to acquire Integro Holdings Inc., which houses substantially all of the U.S. operations of Integro Group Holdings, LP.
Founded in 2005, Integro has built a highly successful specialty insuran... |
| 17.12.2018 | Oak Hill Capital-backed EPIC Acquires Integro | EPIC Holdings, Inc. today announced an agreement to acquire Integro Holdings Inc., which houses substantially all of the U.S. operations of Integro Group Holdings, LP.
Founded in 2005, Integro has built a highly successful specialty insuran... |
| 27.11.2018 | Bindable Announces Investment Round Led By EPIC, Motive Partners And Wafra | Bindable, an insurance technology company whose goal is to transform the affinity distribution of insurance, today announced an investment from EPIC Holdings, the corporate parent overseeing investments across the entire EPIC platform, incl... |
| 24.07.2018 | Oak Hill Capital-backed EPIC Adds Lou D’Agostino to Team | EPIC Insurance Brokers & Consultants announced today that risk management and insurance brokerage veteran Lou D’Agostino and his Iron Cove Partners team have joined the firm. D’Agostino has over 17 years of insurance brokerage experienc... |
| 26.10.2017 | Oak Hill-backed EPIC To Acquire Frenkel & Co | New York, NY and San Francisco, CA – October 25, 2017 – Frenkel & Company, one of the nation’s most respected full-service independent insurance brokers,announced today that it has entered into a definitive agreement to be acquired by E... |
| 20.09.2017 | EPIC Adds Anthony Gerrato as Principal | EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Anthony (Tony) Gerrato has joined the firm as a Principal in EPIC's New York Cityoffice.
Gerrato ... |
| 20.09.2017 | EPIC Adds Anthony Gerrato as Principal | EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Anthony (Tony) Gerrato has joined the firm as a Principal in EPIC's New York Cityoffice.
Gerrato ... |
| 30.07.2017 | Oak Hill to Acquire Carlyle’s Stake in EPIC | EPIC Insurance Brokers & Consultants, a retail property, casualty insurance brokerage, and employee benefits consultant, announced today that private equity firm Oak Hill Capital Partners (Oak Hill) has agreed to acquire all of The Carl... |
| 28.07.2017 | Term Sheet — Friday, July 28 | CRYPTO WEEK CONTINUES
Happy Friday. It’s Jen Wieczner again, so keep the tips and feedback coming to jen.wieczner@fortune.com or on Twitter @jenwieczner. Erin is still on vacation, which means I can still fill your Term Sheet with, in her w... |
