Announced
Completed
Synopsis
EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant acquires Trumark Insurance & Financial Services, a Brokerage/General Agency specializing in the institutional financial advisory market. Financial terms were not disclosed. The acquisition will bring Trumark into EPIC's growing Financial Services Practice and will complement the offerings of EPIC's Vanbridge business, which focuses on alternative asset management, corporate and individual high net worth clients, and solving risk-related issues utilizing insurance and alternative capital. "We are excited about what this acquisition means for our evolving Financial Services Practice," said Mitchell K. Smith, Managing Principal of Vanbridge, an EPIC company. "The addition of Trumark gives EPIC and the Vanbridge business greater depth, scale, and flexibility, allowing our team to further leverage the best-in-class solutions we continue to assemble for the benefit of our clients."
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