Acquiring Company
EPIC Insurance Brokers & Consultants
Acquired Company
The Bond Exchange
San FranciscoMission ViejoEmployee BenefitsRisk ManagementInsuranceFinanceInsuranceDescription
EPIC Insurance Brokers & Consultants has acquired The Bond Exchange to enhance its national surety practice. This acquisition aims to expand EPIC's capabilities and provide tailored insurance solutions to clients. The Bond Exchange adds expertise that strengthens EPIC’s capacity to serve large and complex accounts. The deal reflects EPIC’s commitment to building a fully integrated surety platform to better meet client needs.
Quick answer
EPIC Insurance Brokers & Consultants is acquiring The Bond Exchange, announced January 21, 2026. EPIC Insurance Brokers & Consultants is based in San Francisco, California, United States.
- How much did EPIC Insurance Brokers & Consultants pay for The Bond Exchange?
- 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 The Bond Exchange based?
- EPIC Insurance Brokers & Consultants is based in San Francisco, California, United States. The Bond Exchange is based in Mission Viejo, California, 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.
- Arthur J. Gallagher acquires German broker Krose (February 26, 2026)
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- Amistad Financial acquires Puritan Life Insurance (February 19, 2026)
- Arthur J. Gallagher acquires B&W Insurance Agency (February 17, 2026)
- Warner Pacific acquires Brokers Holding Group (January 22, 2026)
- Trucordia acquires First Texas Agency for growth (January 6, 2026)
Who to call at EPIC Insurance Brokers & Consultants, and when
When EPIC Insurance Brokers & Consultants changes hands, the new owners review vendors, systems and leadership. That is when the door opens.
- An alert the day EPIC Insurance Brokers & Consultants raises, hires an executive or expands, scored against what you sell
- The decision-makers there, with verified emails
- Who you already know at EPIC Insurance Brokers & Consultants, from your own LinkedIn network
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Frequently asked
Who acquired The Bond Exchange?
The Bond Exchange was acquired by EPIC Insurance Brokers & Consultants, based in San Francisco. The deal was reported on January 21, 2026. 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 The Bond Exchange?
EPIC Insurance Brokers & Consultants's acquisition of The Bond Exchange was reported on January 21, 2026. EPIC Insurance Brokers & Consultants has acquired The Bond Exchange to enhance its national surety practice. This acquisition aims to expand EPIC's capabilities and provide tailored insurance solutions to clients. Fundz records the date the transaction was first publicly reported, sourced from filings and company announcements.
What does The Bond Exchange do?
The Bond Exchange brings decades of surety underwriting and brokerage experience to offer solutions that help grow your business. It is privately held, operating in Finance, and is based in Mission Viejo.
This company was part of an acquisition. Fundz tracks who bought whom, and who to call on both sides.
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