Tracked deals
10
10 tracked deals across 2019-2026.
Private Equity Firm
Financial Services
Galway Holdings
Morgantown, California, United States
Power & Empower™ growing global businesses that thrive in local communities; operates a financial-services platform spanning insurance brokerage/distribution and related complementary financial services (including EPIC Insurance Brokers & Consultants and wealth-management businesses).
- Focus Areas
- Insurance brokerage, Insurance distribution, Wealth management
- Website
- galwayholdings.com
Recent pace
2
2 tracked deals announced in the last 12 months.
Deal mix
Buyout
7 buyout · 1 addon · 1 divestiture
Galway Holdings Acquisition Volume by Year
Last 6 years
Actual
Full-year estimate
Supporting Data
Recent Transactions
-
January 23, 2026
- Buyer
- EPIC Insurance Brokers & Consultants
- Target
- The Bond Exchange
- Industry
- Insurance
- Location
- California, United States
- Type
- Buyout
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.
-
December 8, 2025
- Buyer
- EPIC Insurance Brokers & Consultants, Interstate Motor Carriers Agency, Inc.
- Target
- Sentry Transportation's direct writing operation (Sentry Insurance)
- Seller
- Sentry Insurance
- Industry
- Insurance
- Location
- Wisconsin, United States
- Type
- Divestiture
EPIC Insurance Brokers & Consultants has acquired Sentry Transportation's direct writing operation, a carve-out from Sentry Insurance that brings more than 500 transportation clients and the associated team. The acquired operation and team will join EPIC's Interstate Motor Carriers business, strengthening EPIC's national Transportation & Logistics practice and trucking insurance capabilities.
-
- Buyer
- EPIC Insurance Brokers & Consultants
- Target
- Chartwell Insurance Services
- Industry
- Insurance
- Location
- Illinois, United States
- Type
- Buyout
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.
-
September 4, 2024
- Buyer
- EPIC Insurance Brokers & Consultants
- Target
- Phillips Bros. Insurance Agency, LLC
- Industry
- Insurance
- Location
- Illinois, United States
- Type
- Buyout
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.
-
July 16, 2024
- Buyer
- EPIC Insurance Brokers & Consultants
- Target
- Century Insurance Group, LLC
- Industry
- Insurance
- Location
- Oregon, United States
- Type
- Buyout
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.
-
November 7, 2022
- Buyer
- EPIC Insurance Brokers & Consultants, Vanbridge Life and Executive Benefits (an EPIC company)
- Target
- Larry Gordon Agency
- Industry
- Insurance
- Location
- Illinois, United States
- Type
- Buyout
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.
-
December 20, 2021
- Buyer
- Galway Holdings
- Target
- Simatree
- Industry
- Data & Analytics
- Location
- Virginia, United States
- Type
- Addon
Galway Holdings has acquired Simatree, a Virginia-based strategic advisory firm specializing in data, analytics, technology consultation and digital transformation. The deal brings Simatree’s data and analytics capabilities into Galway’s financial-services-focused platform to support digital transformation work across insurance, wealth management and related businesses.
-
August 16, 2021
- Buyer
- Galway Holdings
- Target
- MAI Capital Management
- Industry
- Wealth Management
- Location
- Ohio, United States
- Type
- Growth capital
Galway Holdings announced an investment in MAI Capital Management, adding a wealth and financial management vertical to Galway’s platform and enabling MAI to accelerate organic growth and M&A. MAI’s executive team will remain in place, Wealth Partners Capital Group will retain an equity stake, and Galway — backed by private equity investors including Carlyle, Oak Hill and Harvest — will integrate MAI’s services with its EPIC insurance distribution capabilities.
-
- Buyer
- EPIC Insurance Brokers & Consultants
- Target
- Pharmaceutical Strategies Group
- Industry
- Healthcare Services
- Location
- Texas, United States
- Type
- Buyout
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.
-
November 15, 2019
- Buyer
- EPIC Insurance Brokers & Consultants
- Target
- Prime Risk Partners
- Industry
- Insurance
- Location
- Georgia, United States
- Type
- Buyout
EPIC Insurance Brokers & Consultants has completed its acquisition of Atlanta-based Prime Risk Partners, combining the two brokers to expand EPIC's national footprint and broaden specialty support offerings. Prime Risk Partners will initially operate as Prime Risk Partners – an EPIC Company and continue to serve clients from its existing locations.
Related Acquisition Pages
Insurance Buyers & Acquisitions
7 tracked deals by Galway Holdings.
Data & Analytics Buyers & Acquisitions
1 tracked deal by Galway Holdings.
Healthcare Services Buyers & Acquisitions
1 tracked deal by Galway Holdings.
Wealth Management Buyers & Acquisitions
1 tracked deal by Galway Holdings.
Acquisitions in Illinois
3 tracked deals by Galway Holdings.
Acquisitions in California
1 tracked deal by Galway Holdings.
Acquisitions in Georgia
1 tracked deal by Galway Holdings.
Acquisitions in Ohio
1 tracked deal by Galway Holdings.
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