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New Deal


Announced

Completed

EPIC Insurance Brokers & Consultants completed the acquisition of Dixon Wells.

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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Life Insurance

United States

Private

Domestic

Friendly

life insurance

Acquisition

Majority

Single Bidder

Completed

Synopsis

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EPIC Insurance Brokers & Consultants, a retail property & casualty, employee benefits insurance brokerage and consulting firm, completed the acquisition of Dixon Wells, a life insurance brokerage. Financial terms were not disclosed. “We are excited about what the entire team from Dixon Wells means for the Life and Executive Benefits vertical. The experience they bring with navigating through market cycles will strengthen our ongoing efforts of exceptional client experience with sophisticated services for estate, personal, executive benefits and business planning,” Mitchell K. Smith, EPIC Life and Executive Benefits President.

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