Growth through acquisitions EPIC’s recent expansion activity, including acquisitions and leadership hires at Ascende, Inc. signals a growth trajectory and increasing demand for scale in risk management and employee benefits that present cross-sell opportunities with current clients and prospects in similar markets.

National scale, local reach With a footprint of 700+ team members nationwide and a strong regional presence in Atlanta and the Southeast, EPIC can position itself to win multi-region w­ins by offering consistent coverage, centralized risk programs, and national carrier access to clients expanding geographically.

Executive leadership momentum Recent appointments of managing principals and practice leaders across national employee benefits and finance & insurance specialties indicate a focus on leadership-driven growth, offering a sales angle to target mid-market clients seeking strategic benefit design and complex risk management.

Diversified product capabilities EPIC’s breadth across property & casualty and employee benefits, plus emerging surety and auto dealership solutions, creates cross-sell potential within existing clients and offers entry points for prospects seeking integrated risk and benefits programs.

Financial health signal A run-rate revenue range of approximately $200 million and ranking among the top 20 retail brokers nationally suggests credibility and stability, making EPIC an attractive partner for larger regional employers and PE-backed companies looking for scalable insurance brokerage services.