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EPIC Insurance Brokers & Consultants completes acquisition of Phillips Bros. Insurance Agency, LLC to bolster Midwest presence

PRIVATESep 04, 2024

Acquiring Company

EPIC Insurance Brokers & Consultants

Acquired Company

Phillips Bros. Insurance Agency

San FranciscoChicagoEmployee BenefitsRisk ManagementInsuranceConsulting

Description

EPIC Insurance Brokers & Consultants has strategically acquired Phillips Bros. Insurance Agency, LLC, a Chicago-based firm specializing in private client and commercial property & casualty solutions. This acquisition supports the growth objectives of the Phillips Bros. team and further expands EPIC's strong presence in the Chicago region.

Quick answer

EPIC Insurance Brokers & Consultants is acquiring Phillips Bros. Insurance Agency, announced September 4, 2024. EPIC Insurance Brokers & Consultants is based in San Francisco, California, United States.

How much did EPIC Insurance Brokers & Consultants pay for Phillips Bros. Insurance Agency?
The deal value was not disclosed.
What does EPIC Insurance Brokers & Consultants do?
EPIC is a leader in risk management, providing clients with diverse and specialized property and casualty, employee benefits, private client and specialty insurance solutions.
Where are EPIC Insurance Brokers & Consultants and Phillips Bros. Insurance Agency based?
EPIC Insurance Brokers & Consultants is based in San Francisco, California, United States. Phillips Bros. Insurance Agency is based in Chicago, Illinois, United States.
Who are the decision-makers at EPIC Insurance Brokers & Consultants?
Fundz holds 2 contacts at EPIC Insurance Brokers & Consultants. Names and contact details are shown to Fundz members.

Source: Fundz verified event record.

Other recent acquisitions in Employee Benefits and Risk Management

Deals where the buyer or target shares a sector with this one, within 45 days, from Fundz verified event records.

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Company Information

Company

EPIC Insurance Brokers & Consultants

Location

San Francisco, California, United States

About

EPIC is a leader in risk management, providing clients with diverse and specialized property and casualty, employee benefits, private client and specialty insurance solutions. The company operates from locations nationwide, bringing strategic and expansive specializations that allow them to collaborate for innovative and comprehensive risk-solution development.

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Frequently asked

Who acquired Phillips Bros. Insurance Agency?

Phillips Bros. Insurance Agency was acquired by EPIC Insurance Brokers & Consultants, based in San Francisco. The deal was reported on September 4, 2024. EPIC is a leader in risk management, providing clients with diverse and specialized property and casualty, employee benefits, private client and specialty insurance solutions. EPIC Insurance Brokers & Consultants is privately held and operates in Employee Benefits.

When did EPIC Insurance Brokers & Consultants acquire Phillips Bros. Insurance Agency?

EPIC Insurance Brokers & Consultants's acquisition of Phillips Bros. Insurance Agency was reported on September 4, 2024. EPIC Insurance Brokers & Consultants has strategically acquired Phillips Bros. Insurance Agency, LLC, a Chicago-based firm specializing in private client and commercial property & casualty solutions. Fundz records the date the transaction was first publicly reported, sourced from filings and company announcements.

What does Phillips Bros. Insurance Agency do?

Phillips Bros. Insurance Agency, LLC is a Chicago-based, multi-line firm that focuses on private client and commercial property & casualty solutions. It is privately held, operating in Consulting, and is based in Chicago.

This company was part of an acquisition. Fundz tracks who bought whom, and who to call on both sides.

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