EPIC Insurance Brokers & Consultants Acquires Price Insurance

EPIC Acquires Phillips Bros. Insurance Agency, LLC

September 4, 2024

Insurance

EPIC Insurance Brokers & Consultants has acquired Phillips Bros. Insurance Agency, a fifth-generation, Chicago-based multi-line insurance firm focused on private client and commercial property & casualty solutions. The deal expands EPIC's Midwest and Chicago presence and strengthens its private client and commercial practices by adding the Phillips Bros. team and their local capabilities to EPIC's national platform.

EPIC Insurance Brokers & Consultants Acquires Chartwell Insurance Services

February 10, 2025

Insurance

EPIC Insurance Brokers & Consultants has acquired Chartwell Insurance Services, a Chicago-based boutique specializing in private client personal property and liability solutions for high-net-worth individuals. The deal strengthens EPIC’s private client practice and expands its presence in Chicago and the broader Midwest, giving Chartwell access to EPIC’s national resources.

EPIC Acquires Century Insurance Group, LLC

July 16, 2024

Insurance

EPIC Insurance Brokers & Consultants has acquired Century Insurance Group, LLC, an Oregon-based insurance agency specializing in employee benefits and commercial and personal property & casualty solutions. The deal, finalized in early July with Dowling Hales advising Century, expands EPIC’s Pacific Northwest footprint and gives the Century team access to EPIC’s broader resources and technology-driven insurance capabilities.

EPIC Insurance Brokers & Consultants Acquires The Bond Exchange

January 23, 2026

Insurance

EPIC Insurance Brokers & Consultants has acquired The Bond Exchange, a Mission Viejo, California-based surety bond agency, to bolster EPIC's national surety practice and expand underwriting and brokerage capabilities. The deal brings The Bond Exchange leadership and its Bond 911 issuance platform into EPIC to support larger, more complex bonding programs while streamlining issuance for smaller bond needs.

EPIC Insurance Brokers Acquires Larry Gordon Agency

November 7, 2022

Insurance

EPIC Insurance Brokers & Consultants, through its Vanbridge Life and Executive Benefits division, has acquired the Larry Gordon Agency to expand its Midwest footprint across life insurance, executive benefits, and financial advisory distribution. Larry Gordon Agency will continue to serve clients from its Chicago and Rockford, Illinois offices and its current leadership team will remain in place.

EPIC Insurance Brokers & Consultants Acquires Pharmaceutical Strategies Group

February 3, 2021

Healthcare Services

EPIC Insurance Brokers & Consultants has agreed to acquire Pharmaceutical Strategies Group (PSG), the nation’s largest independent pharmacy benefit consulting firm, and will integrate PSG into its Employee Benefits Consulting practice. PSG — which reports generating more than $4.8 billion in drug cost savings for clients annually — will operate as “Pharmaceutical Strategies Group – an EPIC company,” with PSG leadership remaining in place to continue developing drug management solutions.