Edgewood Partners Insurance Center
Edgewood Partners Insurance Center (EPIC) is a retail insurance brokerage and consulting firm specializing in risk management and employee benefits. Founded in 2007 and headquartered in San Francisco, EPIC has expanded its operations to ten offices across California, as well as locations in Denver and New York. With a team of over 300 professionals, the firm is recognized as one of the largest brokers in the U.S. West and ranks among the top 40 retail insurance brokers nationwide. EPIC has experienced significant growth, increasing its revenue from $12 million at inception to an estimated run rate of $200 million, achieved through both organic growth and strategic acquisitions. The company is known for its values-based, client-focused culture, which has garnered accolades as a “Best Place to Work” in various regions and sectors. EPIC offers a comprehensive range of services, including commercial property and casualty insurance, employee benefits, specialty programs, and private client services, positioning itself as a leader in the insurance industry.
Top Stages
Past deals in Property Insurance
Chartwell Insurance Services
Acquisition in 2025
Chartwell Insurance is a specialized insurance company that focuses on providing coverage for high-value items, residences, and automobiles. It caters primarily to affluent and emerging affluent individuals, tailoring its services to meet the unique needs of its clients.
Integro
Acquisition in 2018
Integro Ltd. is an insurance brokerage and specialty risk management firm that offers a wide range of services to various industries. Founded in 2005, the company provides alternative risk financing, casualty insurance, risk management consulting, and claims management services. Its offerings include contingency services for events, employee benefit solutions like life and disability insurance, and environmental insurance for real estate transactions. Additionally, Integro specializes in executive and professional risk plans, medical malpractice insurance, and personal insurance solutions, covering areas such as automobile, home, and travel insurance. The firm serves diverse sectors, including agri-business, healthcare, entertainment, technology, and more. With a strong emphasis on technical expertise and innovative solutions, Integro operates from locations in the United States, Canada, Bermuda, and the United Kingdom, aiming to deliver exceptional service and value to its clients.
Frenkel & Company
Acquisition in 2017
Frenkel & Company, established in 1878, is a U.S.-based independent insurance brokerage firm. Headquartered in New York, with additional offices in Jersey City, Los Angeles, Boston, and Philadelphia, the company specializes in providing a wide array of insurance products and services to both individual and commercial clients. Its offerings span across casualty, employee benefits, environmental, financial, marine, personal lines, property, and surety segments, catering to diverse industries including marine, cosmetic, and surety. Frenkel & Company's customer-centric approach involves a team of insurance experts who deliver services such as property risk control, employee benefits brokerages, claim reviews, loss analysis, and property inspections. As of 2017, the company operates as a subsidiary of EPIC Insurance Brokers and Consultants.
VRT Insurance Services
Acquisition in 2009
VRT Insurance Services is an insurance brokerage company founded in 2007 and based in Oakland, California. The firm specializes in a wide range of insurance products, including retail property, directors and officers liability, professional liability, and workers' compensation. Additionally, it provides health, life, and welfare products, along with various specialized services such as program assessment, claims consulting, litigation management, and claims audits. VRT Insurance Services also focuses on niche markets, offering solutions tailored to industries such as construction, hospitality, private equity, and renewable energy, among others. The company is dedicated to providing comprehensive insurance solutions and risk management services to meet the diverse needs of its clients.
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