Announced
Completed
Financials
Sources
Tags
Completed
life insurance
Majority
Domestic
Full Line Insurance
Friendly
Private
Single Bidder
United States
disability insurance
Acquisition
Synopsis
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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