National Footprint Leverage EPIC's national footprint and diversified practice lines to pursue cross sell opportunities across property and casualty and employee benefits for mid market and large corporate clients. The firm operates with approximately 700 professionals nationwide (130 locally in the Southeast) and run rate revenue around $200 million, situating it among the top US retail brokers and the 42nd largest global commercial broker, with Carlyle Group as a strategic partner. This scale enables enterprise clients to consolidate risk management across regions through a single broker of record with national coverage.

Niche Growth Focus Target the firm’s growing emphasis on niche sectors where it has recently strengthened capabilities, including auto dealerships (Finance and Insurance specialists added in 2026), national real estate (program development leader added in 2026), Entertainment and Sports (new hire in 2025), and Natural Resources (chairman appointment in 2025). The combination of sector focus and senior talent signals a readiness to win new business from segment specific mid market to large accounts that require specialized risk management and employee benefits solutions.

Midwest Growth Capitalize on the acquisition of Price Insurance, which expands EPIC’s footprint into Chicago and the Midwest, signaling an opportunity to cross sell across newly integrated client books, while offering coordinated property and casualty and employee benefits services to regional manufacturers, distributors, and dealer networks.

Analytics Advantage Engage clients with analytics driven risk management and marketing capabilities enabled by EPIC’s tech stack, including Tableau, SQL, Adobe Experience Cloud, SurveyMonkey, and Claude by Anthropic. These tools support benchmarking, behavioral insights, and personalized client experiences, creating potential for value based proposals in employee benefits programs, cyber privacy, and regulatory risk assessments.

Trusted Partner Position EPIC as a trusted partner backed by private equity support and a strong Best Place to Work track record, indicating stability, scalability, and a client centric service culture. This combination can ease conversations with mid market to large enterprises seeking long term risk management partnerships across multiple regions and industries.