EPIC News

EPIC Names McClellan Regional Director in Southern California

Edgewood Partners Insurance Center has named Tiffany McClellan regional director of employee benefits. McClellan will focus on growing EPIC’s employee benefits consulting business in Southern California, recruiting and adding producer/consultants and specialty service teams, and integrating EPIC’s national employer services platform into local …

EPIC Purchases Jenkins Insurance Services in California

The shareholders of Jenkins Insurance Services have sold 100 percent of their shares to Edgewood Partners Insurance Center. Terms of the deal, which closed on July 17, were not disclosed. Jenkins has California offices in Concord, Sacramento, San Jose, Orange County, and offices in Reno, Nev. …

Levin joins EPIC as a Vice President in Northern California

Edgewood Partners Insurance Center has added Andrea Levin as a vice president in its Petaluma, Calif. office. Levin will report to Mike Ryan, property/casualty practice principal in the North Bay. Her responsibilities will include acquiring new clients, growing existing accounts and overseeing the …

Duncan Joins EPIC As Chief Growth Officer

Retail insurance broker EPIC (Edgewood Partners Insurance Center), has named Chris Duncan to the firm’s executive team as chief growth officer (CGO). As CGO for EPIC, Duncan will focus on growing EPIC’s presence throughout the United States, primarily through expansion …

EPIC in California Names Gonthier Chief Financial Officer

Edgewood Partners Insurance Center named Michael Gonthier chief financial officer. Elaine Andrian, EPIC’s current CFO, will now focus on merger and acquisition strategy and diligence. Gonthier will be responsible for overseeing all finance and accounting, human resources and information technology functions across …

EPIC Hires Managing Principal in New York

EPIC (Edgewood Partners Insurance Center), a retail property, casualty and employee benefits insurance brokerage based in San Francisco, announced James R. Loughlin has joined the firm as managing principal, risk solutions. He is based in New York. EPIC said Loughlin …

EPIC Adds Atkinson to Georgia Risk Management Team

Retail insurance agency EPIC (Edgewood Partners Insurance Center ) said it has added Don Atkinson to its risk management consulting practice in its Southeast region, The McCart Group, in Duluth, Georgia. Atkinson brings 29 years of experience in risk management …

California’s EPIC Acquires Georgia’s McCart Group as Part of National Expansion

EPIC (Edgewood Partners Insurance Center), a retail property/casualty insurance brokerage and employee benefits consultant based in San Francisco, said it has acquired The McCart Group of Duluth, Georgia. The McCart Group will add approximately $20 million in revenue to EPIC …

The Carlyle Group to Invest in EPIC in California

Edgewood Partners Insurance Center announced that funds managed by global alternative asset manager The Carlyle Group have agreed to acquire a controlling equity stake in the company. The investment is subject to customary regulatory approvals and is expected to close …

Edgewood Partners in California Said to Seek Bids

Edgewood Partners Insurance Center LLP is working with Bank of America Corp. to solicit offers, according to the people familiar with the matter, who asked not to be named because the process is private. The San Mateo, Calif.-based broker, which …