Tag Archives: Frenkel and Company

Frenkel and Company Completes Transition to EPIC Brand

SAN FRANCISCO, Calif. /ScoopCloud/ -- Edgewood Partners Insurance Center, which operates as EPIC Insurance Brokers and Consultants (EPIC), announced today that Frenkel & Company, acquired by EPIC in November 2017, has completed their adoption of the EPIC Insurance Brokers & Consultants name and brand.

The Frenkel & Company and Frenkel Benefits names will be retired for all Frenkel operations with the exception of Frenkel International which will operate as a specialty division of EPIC. Since joining with EPIC in 2017, Frenkel's associates and practice areas have become integrated into the EPIC business and significantly expanded EPIC's Northeast footprint in risk management, property and casualty insurance, international client services, employee benefits consulting, program solutions and private client services.

Said John Kelly, formerly CEO of Frenkel & Company and now EPIC New York's CEO, "Frenkel's decision to join EPIC has helped us deliver an expansive new set of capabilities to our clients, with the same commitment to service delivery that has been a hallmark of our firm."

Steve Denton, President of EPIC Holdings Inc. noted, "Throughout the past two years we have had the opportunity to integrate our teams, culture and businesses and are proud to now be able to present this unification across the risk management and employee benefits community together as one EPIC. The Frenkel team and capabilities rapidly became ingrained in the EPIC organization and we are excited to kick off 2020 with their full transition to EPIC."

About EPIC Insurance Brokers & Consultants

EPIC Holdings, Inc. is the corporate parent overseeing investments across the entire EPIC platform. The firm's core retail insurance brokerage business, EPIC Insurance Brokers & Consultants, now has more than 2,600 team members operating from more than 80 offices across the U.S., providing Property and Casualty, Employee Benefits, Specialty Programs, and Private Client solutions to EPIC clients.

EPIC has created a values-based, client-focused culture that attracts and retains top talent, fosters employee satisfaction and loyalty and sustains a high level of customer service excellence. EPIC team members have consistently recognized their company as a "Best Place to Work" in multiple regions and as a "Best Place to Work in the Insurance Industry" nationally.

EPIC ranks among the top 15 retail insurance brokers in the U.S. Backed and sponsored by Oak Hill Capital Partners, the company continues to expand organically and through strategic acquisitions across the country.

For additional information, please visit https://www.epicbrokers.com/.

Edgewood Partners Insurance Center, which operates as EPIC Insurance Brokers and Consultants (EPIC), announced today that Frenkel & Company, acquired by EPIC in November 2017, has completed their adoption of the EPIC Insurance Brokers & Consultants name and brand.

Related link: https://www.epicbrokers.com/

Adam Glick Appointed Principal of Frenkel and Company – an EPIC Company in New York

NEW YORK, N.Y. /ScoopCloud/ -- Frenkel & Company - an EPIC Company announced today that risk management and insurance professional Adam Glick has been appointed Principal of the firm's operations in New York.

Glick is based in EPIC's New York, NY office at 350 Hudson Street and reports to Phil Remig, New York City President & COO.

As Principal, Glick will be responsible for new business development; management of property/casualty insurance programs; developing employee benefits programs; and providing risk management strategies and solutions to mid-market and large clients across a range of industries. In particular, Glick has a specialty focus on the complex needs of advertising/media companies; financial services firms, law firms, and the real-estate industry.

"We are excited about Adam's continuing growth and success, and how he has helped his clients understand, mitigate and successfully manage a wide range of risk management challenges," said Phil Remig. "He is highly regarded for his professional knowledge; for building strong, positive relationships; and for providing exceptional service to his clients. Adam's expanded role and responsibilities will help to further deepen and strengthen our exceptional team, both regionally and across the country."

Glick attended Miami University where he earned a Bachelor of Science Degree in Organization Behavior and Human Resources Management. Glick also holds a Master Degree from Fordham University.

Adam Glick can be reached at aglick@frenkel.com or 212.488.0390 (office).

About EPIC:

EPIC is a unique and innovative retail property and casualty and employee benefits insurance brokerage and consulting firm. EPIC has created a values-based, client-focused culture that attracts and retains top talent, fosters employee satisfaction and loyalty and sustains a high level of customer service excellence.

EPIC team members have consistently recognized their company as a "Best Place to Work" in multiple regions and as a "Best Place to Work in the Insurance Industry" nationally.

EPIC now has more than 1,800 team members operating from 80 offices across the U.S., providing Property and Casualty, Employee Benefits, Specialty Programs and Private Client solutions to EPIC clients.

With run rate revenues greater than $575 million, EPIC ranks among the top 15 retail insurance brokers in the U.S. Backed and sponsored by Oak Hill Capital Partners, the company continues to expand organically and through strategic acquisitions across the country. For additional information, including inquiries about employment, please visit https://www.epicbrokers.com/.

Frenkel & Company - an EPIC Company announced today that risk management and insurance professional Adam Glick has been appointed Principal of the firm's operations in New York. Glick is based in EPIC's New York, NY office and reports to Phil Remig, New York City President & COO.

Related link: https://www.epicbrokers.com/

Michael Power Joins Frenkel and Company – an EPIC Company in New York

NEW YORK, N.Y. /ScoopCloud/ -- Frenkel & Company - an EPIC Company announced today that risk management and insurance professional Michael Power has joined the firm's operations in New York as a Principal.

Power will be based in Frenkel's New York, N.Y. office at 350 Hudson Street and report to Phil Remig, Northeast Region Senior Vice President, Operations and Sales.

Power will be responsible for new business development; management of property/casualty insurance programs; and providing risk management strategies and solutions to mid-market and large clients across a range of industries, with a specialty focus on the complex needs of the Real Estate industry.

Power joins Frenkel from the New York office of Lockton Companies, where he was Senior Vice President and Northeast Real Estate Practice Leader. Power previously worked for Willis Towers Watson (Senior Vice President, New York Real Estate Practice Leader) and Wells Fargo Insurance Services in New York.

"We are excited to further expand and enhance our operations in the Greater New York City area and across the Northeast with Mike's addition," said Phil Remig. "He is highly regarded for his professional knowledge; for building strong, positive relationships; and for providing exceptional service to his clients. Mike will be a terrific addition as we continue to deepen and strengthen our exceptional team both regionally and across the country."

Power attended Le Moyne College in Syracuse, New York, where he earned a Bachelor of Science Degree in General Business. Professionally, he holds the Chartered Property and Casualty Underwriter (CPCU) designation.

Michael Power can be reached at mpower@frenkel.com or 201-356-1113 (office).

About EPIC:

EPIC is a unique and innovative retail property & casualty and employee benefits insurance brokerage and consulting firm. EPIC has created a values-based, client-focused culture that attracts and retains top talent, fosters employee satisfaction and loyalty and sustains a high level of customer service excellence.

EPIC team members have consistently recognized their company as a "Best Place to Work" in multiple regions and as a "Best Place to Work in the Insurance Industry" nationally.

EPIC now has more than 1,400 team members operating from 50 offices across the U.S., providing Property & Casualty, Employee Benefits, Specialty Programs and Private Client solutions to more than 20,000 clients.

With run rate revenues greater than $400 million, EPIC ranks among the top 20 retail insurance brokers in the United States. Backed by Oak Hill Capital Partners, the company continues to expand organically and through strategic acquisitions across the country.

For additional information, please visit https://www.epicbrokers.com/.

Frenkel & Company - an EPIC Company announced today that risk management and insurance professional Michael Power has joined the firm's operations in New York as a Principal. Power will be responsible for new business development; management of property/casualty insurance programs; and providing risk management strategies and solutions.

Related link: https://www.epicbrokers.com/

Tandis Nili Joins Frenkel and Company – an EPIC Company as Global Services Division Leader

NEW YORK, N.Y. /ScoopCloud/ -- Frenkel & Company - an EPIC Company announced today that risk management and insurance professional Tandis Nili has joined the firm's operations in New York as Senior Vice President and leader of the Global Services Division. Nili is based in Frenkel's New York, NY office at 350 Hudson Street and reports to John F. Kelly, President and CEO of Frenkel & Company.

In her new role, Nili is responsible for leading the integration of EPIC and Frenkel capabilities and resources related to designing, implementing and managing global risk management strategies and solutions for large clients with international footprints.

Prior to joining Frenkel, Nili served as a Director of the Small & Medium Enterprises (SME) Division at Aon, and earlier as Vice President in the National Casualty Brokerage Group, working on complex liability programs for various high profile clients worldwide. Nili also served as a member of Aon's Casualty Coverage Consultation, Advocacy and Claims Resolution Practice, advocating for clients in General and Products Liability as well as Umbrella and Excess Liability program and coverage disputes.

Recognized twice as an insurance industry "Power Broker" by Risk and Insurance Magazine, Nili has counseled numerous clients on liability coverage and business and regulatory issues, as well as assisting them in choosing and implementing appropriate risk management strategies.

"We are excited to further expand and enhance our operations in the greater New York City area and across the Northeast with Tandis' addition," said John F. Kelly. "She is highly regarded for her professional knowledge; for building strong, positive relationships; and for providing exceptional service to her clients. Tandis will be a terrific addition as we continue to deepen and strengthen our exceptional team both regionally and across the country."

Academically, Nili attended Boston University where she received a Bachelor of Science Degree in Finance and International Management. She went on to earn her Juris Doctor Degree from New York Law School. Professionally, Nili holds the Associate in Risk Management (ARM) designation.

Tandis Nili can be reached by email at tnili@frenkel.com and by phone at 212.488.1882.

About EPIC
EPIC is a unique and innovative retail property & casualty and employee benefits insurance brokerage and consulting firm. EPIC has created a values-based, client-focused culture that attracts and retains top talent, fosters employee satisfaction and loyalty and sustains a high level of customer service excellence.

EPIC team members have consistently recognized their company as a "Best Place to Work" in multiple regions and as a "Best Place to Work in the Insurance Industry" nationally.

EPIC now has nearly 1,400 team members operating from 50 offices across the U.S., providing Property & Casualty, Employee Benefits, Specialty Programs and Private Client solutions to more than 40,000 clients

With run rate revenues greater than $400 million, EPIC ranks among the top 15 retail insurance brokers in the United States. Backed by Oak Hill Capital Partners, the company continues to expand organically and through strategic acquisitions across the country.

For additional information, please visit https://www.epicbrokers.com/.

Frenkel & Company - an EPIC Company announced today that risk management and insurance professional Tandis Nili has joined the firm's operations in New York as Senior Vice President and leader of the Global Services Division. Nili is based in Frenkel's New York, NY office at 350 Hudson Street and reports to John F. Kelly, President and CEO of Frenkel & Company.

Related link: https://www.epicbrokers.com/

Frenkel Benefits, an EPIC Company Adds Nicholas Tunno in New York

NEW YORK, N.Y. /ScoopCloud/ -- Frenkel Benefits - an EPIC Company announced today that employee benefits, risk management and insurance professional Nicholas Tunno has joined the firm in New York as a Principal.

Tunno will report to Phil Remig, Northeast Region Senior Vice President, Operations and Sales, and he will be based in Frenkel's New York, N.Y. office at 350 Hudson Street.

Tunno joins from the New York office of Marsh & McLennan Agency, where he was a Risk Management Consultant, focusing on the Financial Service, Technology and Transportation sectors, offering employee benefits solutions and risk management strategies to protect and strengthen the clients he served.

Tunno will be responsible for new business development; the management of employee benefits programs; and providing risk management strategies and solutions to mid-market and large clients across a range of industries, including financial institutions.

Said Phil Remig, "Nick's addition further expands and enhances our operations in the greater New York City area and across the Northeast. He has a well-deserved reputation for his professional expertise; for building strong, positive relationships; and for delivering outstanding service to his clients. We're confident that Nick will be an exceptional performer as we continue to deepen and strengthen our team both regionally and across the country."

Tunno attended Florida State University in Tallahassee, Florida, where he earned a Bachelor of Science Degree in Economics and was a member of both the Delta Phi Chapter of Delta Tau Delta Fraternity as well as a member of the Florida State Entrepreneur Incubator program for a business he founded.

Nicholas Tunno can be reached at ntunno@frenkel.com 212.488.0200 (office).

About EPIC:

EPIC is a unique and innovative retail property & casualty and employee benefits insurance brokerage and consulting firm. EPIC has created a values-based, client-focused culture that attracts and retains top talent, fosters employee satisfaction and loyalty and sustains a high level of customer service excellence.

EPIC team members have consistently recognized their company as a "Best Place to Work" in multiple regions and as a "Best Place to Work in the Insurance Industry" nationally.

EPIC now has more than 1,400 team members operating from 50 offices across the U.S., providing Property & Casualty, Employee Benefits, Specialty Programs and Private Client solutions to more than 20,000 clients

With run rate revenues greater than $400 million, EPIC ranks among the top 20 retail insurance brokers in the United States. Backed by Oak Hill Capital Partners, the company continues to expand organically and through strategic acquisitions across the country.

For additional information, please visit https://www.epicbrokers.com/.

Frenkel Benefits - an EPIC Company announced today that employee benefits, risk management and insurance professional Nicholas Tunno has joined the firm in New York as a Principal.

Related link: https://www.epicbrokers.com/

Joseph Ferber Joins Frenkel and Company – an EPIC Company in New York

NEW YORK, N.Y. /ScoopCloud/ -- Frenkel & Company - an EPIC Company announced today that risk management and insurance professional Joseph Ferber has joined the firm's operations in New York as a Principal

Ferber will be based in Frenkel's New York, NY office at 350 Hudson Street and report to Phil Remig, Northeast Region Senior Vice President, Operations and Sales.

Ferber will be responsible for new business development; management of property/casualty insurance programs; and providing risk management strategies and solutions to mid-market and large clients across a range of industries, including financial institutions, manufacturing & distribution, and commercial & habitational real estate.

Ferber joins from the New York office of Marsh & McLennan Agency, where he was an Executive Risk Strategist.

"We are excited to further expand and enhance our operations in the greater New York City area and across the Northeast with Joe's addition," said Phil Remig. "He is highly regarded for his professional knowledge; for building strong, positive relationships; and for providing exceptional service to his clients. Joe will be a terrific addition as we continue to deepen and strengthen our exceptional team both regionally and across the country."

Ferber attended Rider University in Lawrence Township, New Jersey, where he earned a Bachelor of Science Degree in Finance & Economics. While at Rider Ferber was also a member of the University's Division 1 Men's Wrestling Team and was recognized as part of Omicron Delta Epsilon (the International Honor Society of Economics)

Joseph Ferber can be reached at jferber@frenkel.com or 212.488.1886 (office).

About EPIC:

EPIC is a unique and innovative retail property & casualty and employee benefits insurance brokerage and consulting firm. EPIC has created a values-based, client-focused culture that attracts and retains top talent, fosters employee satisfaction and loyalty and sustains a high level of customer service excellence.

EPIC team members have consistently recognized their company as a "Best Place to Work" in multiple regions and as a "Best Place to Work in the Insurance Industry" nationally.

EPIC now has more than 1,400 team members operating from 50 offices across the U.S., providing Property & Casualty, Employee Benefits, Specialty Programs and Private Client solutions to more than 20,000 clients.

With run rate revenues greater than $400 million, EPIC ranks among the top 20 retail insurance brokers in the United States. Backed by Oak Hill Capital Partners, the company continues to expand organically and through strategic acquisitions across the country.

For additional information, please visit https://www.epicbrokers.com/.

Frenkel & Company - an EPIC Company announced today that risk management and insurance professional Joseph Ferber has joined the firm's operations in New York as a Principal.

Related link: https://www.epicbrokers.com/

EPIC Insurance Brokers Honored by American Heart Association for Workplace Health Achievement

NEW YORK, N.Y. /ScoopCloud/ -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that EPIC's Houston office and New York-based Frenkel & Company - an EPIC Company have received Bronze level recognitions in the American Heart Association's Workplace Health Achievement Index. This is Frenkel's 11th recognition and both offices were acknowledged for taking significant steps to build a culture of health in the workplace.

"At EPIC, we are committed to building a workplace culture that promotes a healthy lifestyle for our employees, so it's an honor to be recognized for that effort," said John Hahn, CEO of EPIC. "We truly believe that a healthy employee is a happy, engaged, and productive employee. We place a strong emphasis on promoting health and wellness in the workplace to increase productivity, boost morale, reduce stress and increase our connectivity with the community."

The American Heart Association created the Index with its CEO Roundtable members, a leadership collaborative of more than 40 CEOs from some of America's largest companies who are committed to applying evidence-based approaches to improve their employees' overall health. The Index uses science-based best practices to evaluate the overall quality and comprehensiveness of their workplace health programs. A unique feature of the Index is that it calculates an average heart health score for employees of participating companies that securely submit aggregate health data.

More than 1,000 companies completed the Index assessment this year and, of those companies, 75 percent received either Gold, Silver or Bronze recognition. Companies receive benchmarking reports, which allow them to identify potential areas of improvement so that they can advance their annual performance and recognition in the Index and help their workforce move toward ideal heart health.

Click here to see the complete Index: https://www.heart.org/-/media/files/professional/workplace-health/2018-index-recognitions-v2.pdf

About EPIC:

EPIC is a unique and innovative retail property and casualty and employee benefits insurance brokerage and consulting firm. EPIC has created a values-based, client-focused culture that attracts and retains top talent, fosters employee satisfaction and loyalty and sustains a high level of customer service excellence.

EPIC team members have consistently recognized their company as a "Best Place to Work" in multiple regions and as a "Best Place to Work in the Insurance Industry" nationally.

EPIC now has more than 1,400 team members operating from 50 offices across the U.S., providing Property and Casualty, Employee Benefits, Specialty Programs and Private Client solutions to more than 20,000 clients.

With run rate revenues greater than $400 million, EPIC ranks among the top 20 retail insurance brokers in the U.S. Backed by Oak Hill Capital Partners, the company continues to expand organically and through strategic acquisitions across the country.

For additional information, please visit https://www.epicbrokers.com/.

About the American Heart Association:

The American Heart Association is devoted to saving people from heart disease and stroke - the two leading causes of death in the world. We team with millions of volunteers to fund innovative research, fight for stronger public health policies and provide lifesaving tools and information to prevent and treat these diseases. The Dallas-based association is the nation's oldest and largest voluntary organization dedicated to fighting heart disease and stroke.

To learn more or to get involved, call 1-800-AHA-USA1, visit https://www.heart.org/ or call any of our offices around the country.

EPIC Insurance Brokers and Consultants announced today that EPIC's Houston office and New York-based Frenkel & Company - an EPIC Company have received Bronze level recognitions in the American Heart Association's Workplace Health Achievement Index.

Related link: https://www.epicbrokers.com/

American Truck Dealers 20 Group Meeting: Frenkel & Company – an EPIC Company’s Michael Feinstein Presents on Cyber Liability

NEW YORK, N.Y. /ScoopCloud/ -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Michael Feinstein, executive vice president of Frenkel & Company - an EPIC Company, will present at the American Truck Dealers (ATD) 20 Group Meeting on Monday, Feb. 19 at 7 a.m. at the Phoenician in Scottsdale, Ariz.

Feinstein will present on cyber liability as well as the state of the insurance market for truck dealers. Topics will include exposure identification, causes of data breaches, risk mitigation and transfer, insurance products, incident response and benchmarking limits.

NADA/ATD 20 Group programs equip dealers and managers with best practices, new ideas and financial comparisons to improve business performance and profitability. Programs encompass virtually all franchises and offer a variety of meeting formats with noncompeting dealers grouped by franchise, volume, geographic location, travel preferences and budget. Programs include Internet groups, all-make truck groups, fixed operations groups, custom and composite-only groups and the traditional franchise specific groups. Additionally, In-dealership Consulting (IDC) services are available to improve performance of employees, departments and the operation as a whole.

About Michael Feinstein, Executive Vice President, Frenkel & Company - an EPIC Company:

Michael Feinstein began his insurance career in New York in 1981 with the broker, Foa & Son Corp., after graduating from The Wharton School at The University of Pennsylvania with a degree in Economics. Feinstein has been with Frenkel since 1985. He is active in the firm's new business development area and also services a number of the firm's key accounts. Feinstein's area of expertise is Professional Liability, Directors & Officers Liability and other financial products. He attained the Chartered Property Casualty Underwriter (CPCU) designation in 1989.

About American Truck Dealers:

Established in 1970, American Truck Dealers (ATD), a division of the National Automobile Dealers Association (NADA), provides programs and services to this highly specialized segment of its membership. ATD represents more than 1,800 franchised medium- and heavy-duty truck dealers holding nearly 3,000 separate franchises, domestic and import.

About Frenkel & Company - an EPIC Company:

Frenkel & Company - an EPIC Company is a full-service insurance brokerage established in 1878. Frenkel offers an expansive array of traditional and customized risk management, property and casualty and employee benefits consulting services to a broad spectrum of businesses, industries and individuals. Headquartered in New York, NY, the firm has grown organically since 1878 and through a series of acquisitions and strategic partnerships. In November 2017, Frenkel joined EPIC Insurance Brokers and Consultants. For additional information, please visit https://www.frenkel.com/.

About EPIC:

EPIC is a unique and innovative retail property and casualty and employee benefits insurance brokerage and consulting firm. EPIC has created a values-based, client-focused culture that attracts and retains top talent, fosters employee satisfaction and loyalty and sustains a high level of customer service excellence.

EPIC team members have consistently recognized their company as a "Best Place to Work" in multiple regions and as a "Best Place to Work in the Insurance Industry" nationally.

EPIC now has more than 1,400 team members operating from 50 offices across the U.S., providing Property and Casualty, Employee Benefits, Specialty Programs and Private Client solutions to more than 20,000 clients.

With run rate revenues greater than $400 million, EPIC ranks among the top 20 retail insurance brokers in the U.S. Backed by Oak Hill Capital Partners, the company continues to expand organically and through strategic acquisitions across the country.

For additional information, please visit https://www.epicbrokers.com/.

EPIC Insurance Brokers and Consultants (EPIC), a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Michael Feinstein, executive vice president of Frenkel & Company - an EPIC Company, will present at the American Truck Dealers (ATD) 20 Group Meeting on Monday, Feb. 19, 2018 at 7 a.m. at the Phoenician in Scottsdale, Ariz.

Related link: http://www.epicbrokers.com/

After 139 Years of Operations as Frenkel and Company, Venerable NY Insurance Broker Elects to Join EPIC

NEW YORK, N.Y. /ScoopCloud/ -- Frenkel & Company, one of the nation's most respected full-service independent insurance brokers and EPIC Insurance Brokers & Consultants, a unique and innovative national retail insurance brokerage and employee benefits consulting firm, announced today that they have joined forces.

Established in 1878 by Emil Frenkel, Frenkel & Company is one of the largest privately-held insurance brokers in the nation. With revenues approaching $80 million, Frenkel was most recently ranked #48 in Business Insurance Magazine's list of the 100 Largest Brokers of U.S. Business, published in July 2017.

EPIC, celebrating the firm's 10th anniversary in 2017, is already one of the 20 largest U.S. retail insurance brokers and, before the addition of Frenkel, ranked #26 among the top commercial insurance broker/consultants in the world. EPIC has built a strong, positive reputation for service excellence, innovation, community, collaboration and having fun - all in the interest of being a "people first" (clients and team members) organization.

"Frenkel & Company has been delivering strategic guidance and service around the risk management, insurance and benefit consulting needs of our clients for nearly 140 years," said John F. Kelly, President and Chief Executive Officer of Frenkel & Company. "We believe the decision to join EPIC will help us deliver an even broader and deeper set of capabilities and added value to our clients, with the same commitment to responsive, personalized service that has been a hallmark of our firm since 1878. We are thrilled to join forces with a unique and successful company like EPIC."

Upon joining EPIC, the firm will operate as Frenkel & Company - a Division of EPIC. Frenkel & Company's strong leadership team will play vital, active roles within the integrated EPIC organization.

Said EPIC CEO, John Hahn, "We found a strong cultural partner in Frenkel & Company, in an important and highly desirable region where we see tremendous opportunities for growth. In combination with our March 2017 acquisition of The Capacity Group and other growth, we have added roughly 450 new team members and now have revenue of more than $150 million in the Northeast Region. Frenkel locations and teams in New York City, Jersey City, Boston, and Los Angeles, will add significant value to our clients across the country and create further opportunities for our employees' long-term growth and career success."

EPIC's Northeast Region President Thomas O'Neil added, "In addition to the integration and expansion of our respective capabilities, Frenkel & Company provides a strong platform in the Northeast to extend our risk management, property & casualty insurance, international client services, employee benefits consulting, program solutions and private client services to companies across the region, nationally and internationally."

Weil, Gotshal & Manges, led by partner Christopher Machera, served as EPIC's legal advisor. KPMG LLP provided accounting and tax advice for EPIC. Morgan Stanley & Co LLC, led by Managing Director Robyn Maslynsky, acted as financial advisor to Frenkel & Company and Morrison Cohen LLP served as Frenkel's legal advisor.

About Frenkel & Company - a Division of EPIC:

Frenkel & Company - a Division of EPIC offers an expansive array of traditional and customized risk management, property & casualty insurance and employee benefits consulting products and services to a broad spectrum of businesses, industries and individuals. Headquartered in New York, NY, the firm has grown organically and through a series of acquisitions and strategic partnerships to become one of the 50 largest brokers of U.S. Business. For additional information, please visit http://www.frenkel.com/

About EPIC:

EPIC is a unique and innovative retail property & casualty and employee benefits insurance brokerage and consulting firm. EPIC has created a values-based, client-focused culture that attracts and retains top talent, fosters employee satisfaction and loyalty and sustains a high level of customer service excellence. EPIC team members have consistently recognized their company as a "Best Place to Work" in multiple regions and as a "Best Place to Work in the Insurance Industry" nationally.

EPIC now has more than 1,300 team members operating from offices across the U.S., providing Property & Casualty insurance, Employee Benefits Consulting, Specialty Programs and Private Client solutions to more than 30,000 clients.

With run rate revenues of roughly $400 million, EPIC ranks among the top 20 retail insurance brokers in the United States. Backed by Oak Hill Capital Partners, the company continues to expand organically and through strategic acquisitions across the country. For additional information, please visit http://www.epicbrokers.com/.

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Frenkel & Company, one of the nation's most respected full-service independent insurance brokers and EPIC Insurance Brokers & Consultants, a unique and innovative national retail insurance brokerage and employee benefits consulting firm, announced today that they have joined forces.

Related link: http://www.epicbrokers.com/