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New Deal


Announced

Completed

EPIC completed the acquisition of Treloar & Heisel.

Financials

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Transaction Value-
Consideration TypeCash
Capital Owned-
Capital Bid For100%
EV/Sales-
EV/EBITDA-
Share Price Premium-
One Off Charge-

Tags

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Completed

life insurance

Majority

Domestic

Full Line Insurance

Friendly

Private

Single Bidder

United States

disability insurance

Acquisition

Synopsis

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EPIC, a retail property & casualty, employee benefits insurance brokerage and consulting firm, completed the acquisition of Treloar & Heisel, an organization specializing in providing life & disability insurance, property & casualty insurance, and financial services to those in the medical and dental industry. Financial terms were not disclosed. "By partnering with the team of experts within Treloar & Heisel, we will be able to continue to evolve our specialty focus and drive greater results. We are fortunate to have this opportunity and look forward to collaborating as we continue to achieve mutual success for our clients," Scott Davis, EPIC President.

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