Business Moves – West

January 14, 2013

EPIC, Homeplace

Edgewood Partners Insurance Center entered into an agreement to acquire Ontario, Calif.-based Homeplace Insurance Brokers Inc.

The Ontario team will report to Dan Ryan, EPIC’s managing principal in Orange County.

Homeplace specializes in the design and oversight of risk management and insurance programs for the transportation, warehousing and logistics industries, with an emphasis in trucking coverages. The privately-held company is owned by founder Judy L. Busam.

EPIC operates from nine offices across California: Los Angeles, Irvine, Ontario, Fresno, Folsom, San Francisco, San Mateo, Petaluma and San Ramon.

USI, Wick Pilcher

USI Insurance Services acquired Phoenix, Ariz.-based Wick Pilcher Insurance Inc.

Terms of the deal were not disclosed.

Wick Pilcher provides insurance programs for all facets of employee benefits, commercial and personal risk.

By combining the existing USI office in Phoenix with Wick Pilcher Insurance, USI becomes one of the largest middle-market insurance brokerage firms in the Greater Phoenix metropolitan area.

Briarcliff Manor, N.Y.-based USI is considered the ninth largest insurance broker in the U.S. and operates out of roughly 100 offices across the country.

Brown & Riding, Travis-Pedersen

Los Angeles, Calif.-based Brown & Riding and Chicago, Ill.-based Travis-Pedersen have inked a deal that creates a large property/casualty wholesaler.

The companies began discussions about combining their complementary organizations in 2009 and reached a definitive agreement to merge effective Dec. 31, 2012. The combined company will service clients and insurance company partners from 11 office locations around the country.

Jeff Rodriguez will continue to serve as chief executive officer of the combined operation and the corporate headquarters will be located in Los Angeles.


R-T Specialty LLC entered into a definitive agreement to acquire West Coast workers’ compensation specialist International Facilities Insurance Services.

Chicago, Ill.-based R-T is the brokerage arm of Ryan Specialty Group LLC. Los Angeles, Calif.-based IFIS became part of RT effective Jan. 1. Terms of the deal were not disclosed.

A privately-held wholesaler, IFIS’ workers’ compensation specialty is complemented by general commercial liability wholesale activities with expertise in oil and gas, and in trucking and transportation risks.

Ryan Specialty Group is a global holding company and a Lloyd’s insurer and other specialty services designed specifically for agents, brokers and insurers.

Integro, The Rule Group

New York-based insurance brokerage and risk management firm Integro has acquired The Rule Group of Pasadena, Calif.

Terms of the deal were not disclosed.

The Rule Group consists of three divisions: The Rule Co., a provider of insurance and risk management services; TRG Insurance Services, an employee benefits consultant; and Solid Waste Insurance Managers, a provider of insurance products to waste haulers.

Rule Group Chairman and Chief Executive Officer Clemo and his staff will join Integro and continue providing services through Rule’s California offices in Newport Beach, Pasadena and San Francisco.

Arthur J. Gallagher, Western Benefit Solutions

Arthur J. Gallagher & Co. has acquired Boise, Idaho-based Western Benefit Solutions LLC.

Terms of the deal were not disclosed.

Western Benefit Solutions LLC provides a range of employee benefit insurance brokerage and consultation services with a focus on group health, life, disability, retirement planning, voluntary benefits, wellness, regulatory compliance and human resource services. The firm specializes in offering self-funded and insured products to the public sector, mining, engineering and retail industries.

Ronald Osborne and his associates will continue to operate in their current Boise and Idaho Falls locations under the direction of Norbert Chung, western regional executive vice president of Gallagher’s employee benefit consulting and brokerage operations.

Itasca, Ill.-based Arthur J. Gallagher

has operations in 17 countries and offers client-service capabilities in more than 110 countries around the world through a network of correspondent brokers and consultants.

From This Issue

Insurance Journal West January 14, 2013
January 14, 2013
Insurance Journal West Magazine

Contractors / Subcontractors; Employment Practices Liability Insurance; 2013 Insurance Agents & Brokers Meetings / Conventions Directory

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