Growth through acquisitions Edgewood Partners is expanding under Ascende, Inc. with key managing principals joining EPIC and the acquisition of Korotkin Insurance Group, signaling aggressive growth and potential cross-sell opportunities across specialties and client bases.

National benefits expansion Promotions in national employee benefits practice and leadership hires indicate a focus on expanding benefits capabilities, creating opportunities to partner on larger benefits programs for mid-market and national accounts.

Specialty and surety focus Recent hires in Finance & Insurance for auto dealership solutions and a dedicated National Surety Practice Development Leader suggest targeted opportunities with automotive dealer networks and surety bond clients.

Mid-market growth potential Revenue range of 100M-250M and a mid-sized employee base position EPIC as a strong candidate for partnerships with larger brokers for carrier access, program development, and enhanced risk management services.

Tech-enabled sales Adoption of tools like Calendly, Tableau, DocuSign, LinkedIn Sales Navigator and Smartsheet indicates readiness to streamline client outreach, data-driven underwriting collaboration, and faster deal cycles for new business opportunities.