EPIC Insurance Brokers & Consultants

EPIC Insurance Brokers & Consultants (EPIC) is a national retail insurance brokerage and consulting firm based in New York City. The firm was founded in San Francisco in 2007 and has grown into one of the largest privately held brokers in the United States. It operates as the flagship retail brand within its parent company, Galway Insurance Holdings.

Website: epicbrokers.com

Head office address: 1140 Avenue of the Americas, 8th Floor, New York, NY 10036

Founded: 2007, San Francisco, California

Company type: private; owned by Galway Insurance Holdings

Ownership: majority held by Harvest Partners, with Oak Hill Capital, The Carlyle Group, and management and employee shareholders

Business focus: retail property and casualty, employee benefits, and specialty insurance brokerage and consulting

Regions served: nationwide across the United States

History of EPIC Insurance Brokers & Consultants

The brokerage started in San Francisco in 2007 as a retail property and casualty and employee benefits firm. EPIC expanded through both organic growth and acquisitions, and private-equity backing accelerated that path. Key milestones include:

• 2007: the firm is founded in San Francisco as a retail property and casualty and employee benefits brokerage
• 2017: Oak Hill Capital acquires EPIC Insurance Brokers & Consultants and backs its next phase of national growth
• 2020: Oak Hill and The Carlyle Group form Galway Insurance Holdings, with EPIC as the flagship retail brand alongside wholesaler JenCap
• 2020: Harvest Partners takes a majority interest in Galway, while Oak Hill and Carlyle reinvest
• 2025: EPIC acquires Price Insurance and expands private client services across Chicago’s North Shore
• 2025: the broker acquires Sentry Transportation’s direct writing operation and adds it to Interstate Motor Carriers, an EPIC company
• 2026: the firm acquires The Bond Exchange and expands its national surety practice

The 2020 formation of Galway gave the company a larger platform and fresh capital. The deals that followed have widened its reach across private client, transportation, and surety specialties.

What does EPIC insure?

EPIC Insurance Brokers & Consultants works with clients that range from middle-market companies to Fortune 100 organizations, along with individuals and families. Its brokers place coverage and advise across several core areas:

• commercial property and casualty, supported by risk management and analytics
• employee benefits, including consulting, compliance, and wellbeing programs
• private client services for high-net-worth individuals, including fine art and yacht coverage
• specialty program insurance built for defined industries and client groups
• surety bonds for large accounts and smaller, high-volume needs

The company also runs a Main Street unit for small commercial accounts. This mix lets the firm serve both complex corporate risks and everyday business coverage.

EPIC Insurance Brokers & Consultants in the market

The firm sits among the largest privately held retail brokers in the country, and it anchors the retail side of the Galway platform. JenCap covers wholesale and program distribution, which gives the group reach across both retail and specialty markets. EPIC says it builds its business around industry specialization and a connected national platform. Its long-term direction points to continued acquisitions, deeper specialty expertise, and investment in data and technology.