EPIC Brokers

San Francisco, United States Founded: 2007 • Age: 19 yrs Acquired By Oak Hill
Insurance brokerage and consulting services are provided to clients.
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About EPIC Brokers

EPIC Brokers is a company based in San Francisco (United States) founded in 2007 was acquired by Oak Hill in July 2017.. EPIC Brokers has completed 26 acquisitions, including After, Inc., Benefit Compass and Brokers Insurance Mart. EPIC Brokers offers products and services including Employee Benefits and Risk Management.

  • Headquarter San Francisco, United States
  • Sectors
    Financial Services
  • Email
    ***********
  • Phone
    *********
  • Website
    *********
  • Social
    *********
  • Legal Name Edgewood Partners Insurance Center
Operational Areas
Financial Services → Capital Markets & Trading
Key Metrics
  • Annual Revenue
  • Net Profit
  • EBITDA
  • Latest Funding Round
    $250 M (USD), Debt – Conventional

    Mar 01, 2016

  • Investors
  • Employee Count
    Employee Count
  • Investments & Acquisitions
    After, Inc.

    & 25 more

  • Acquired by
    Oak Hill

    (Jul 27, 2017)

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Products & Services of EPIC Brokers

EPIC Brokers offers a comprehensive portfolio of products and services, including Employee Benefits and Risk Management. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.

Primary

Employee benefits consulting and brokerage services are delivered by EPIC Insurance Brokers & Consultants, focusing on accounts with more than 100 employees

Risk management services are provided by EPIC Insurance Brokers & Consultants, including analytics, captives, and cybersecurity solutions for businesses

People of EPIC Brokers
Headcount 1000-5000
Employee Profiles 123
Employee Profiles
People
Margarita Kaminski
Senior Account Manager | Commercial Lines, Middle Market
People
Eric Kikalo
Client Executive - Property & Casualty
People
Bill Nay
Chief Acquisition Officer
People
Philip V. Moyles
Chief Growth Officer & President, Financial Services Practice

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Funding Insights of EPIC Brokers

  • Total Funding
  • Total Rounds 2
  • Last Round Debt – Conventional — $250.0M
  • First Round

    (01 Dec 2013)

  • Investors Count
Date Amount Transaction Name Valuation Lead Investors Investors
Mar, 2016 Amount Debt – Conventional - EPIC Brokers Valuation

investors

Dec, 2013 Amount Debt – Conventional - EPIC Brokers Valuation

investors

Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Investors in EPIC Brokers

EPIC Brokers has secured backing from 1 investor, including venture fund investors. Prominent investors backing the company include Oak Hill. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.

All
Venture Fund
Investor Description Founded Year Domain Location
Mid market focused private equity firm
Founded Year Domain Location
Investor Description Founded Year Domain Location
Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
Founded Year Domain Location
Startup ecosystems are ignited through strategic investments by Signite Partners.
Founded Year Domain Location
Venture capital is directed toward companies in multiple sectors.
Founded Year Domain Location
Venture capital is invested in cybersecurity, fintech, and AI startups.
Founded Year Domain Location

Investments & Acquisitions by EPIC Brokers

EPIC Brokers has strategically engaged in corporate development activities, having acquired 26 companies. Notable acquisitions include After, Inc., Benefit Compass and Brokers Insurance Mart. These strategic investments and acquisitions demonstrate the company's commitment to growth through portfolio expansion, market consolidation, technology integration, and strategic partnerships that enhance competitive positioning and drive long-term value creation.

Investments
Company Name Description Domain Location Founded Year Amount
Bionic investment advisor platform
2016
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Acquisitions
Company Name Description Domain Location Founded Year Amount
Consulting services for life and executive insurance benefits are provided.
2015
Insurance broker
2014
Insurance and alternative capital solutions are provided for diverse clients.
2014
Company Name Description Domain Location Founded Year Amount
OVO is recognized as a smart digital payment application.
2017
Bionic investment advisor platform
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014

Financial Statements - EPIC Brokers

Tata Steel revenue growth over time
Tata Steel profit and loss trends over time
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Epic Brokers Comparisons

Employees
+
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Competitors of EPIC Brokers

Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Multiple services are booked via an app-based platform.
domain founded_year HQ Location
On-demand services are booked through an app-based platform.
domain founded_year HQ Location
App based platform offering on demand delivery and ride-hailing services
domain founded_year HQ Location
Operates an on-demand hyperlocal delivery app for food and groceries.

Latest news on Epic Brokers

Frequently Asked Questions about EPIC Brokers

When was EPIC Brokers founded?

EPIC Brokers was founded in 2007 and raised its 1st funding round 6 years after it was founded.

Where is EPIC Brokers located?

EPIC Brokers is headquartered in San Francisco, United States. It is registered at San Francisco, California, United States.

Who is the current CEO of EPIC Brokers?

Steve Denton is the current CEO of EPIC Brokers.

What does EPIC Brokers do?

EPIC was founded in 2007 and is headquartered in San Francisco, United States. Operations focus on the insurance sector, where brokerage and consulting services are delivered to businesses and individuals. Coverage includes risk management, policy placement, and advisory support across various insurance types. The company serves clients primarily within the United States, with emphasis on tailored solutions for commercial needs.

What products or services does EPIC Brokers offer?

EPIC Brokers offers Employee Benefits and Risk Management.

How many acquisitions has EPIC Brokers made?

EPIC Brokers has made 26 acquisitions, including After, Inc., Benefit Compass, and Brokers Insurance Mart.

Who are EPIC Brokers's investors?

EPIC Brokers has 1 investor. Key investors include Oak Hill.

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