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Partnership
at EPIC

Leaders of our M&A and producer recruitment strategies seek partners who want to collaborate and win as a team, combining the resources of a large business with the entrepreneurialism of a nimble one.

JOHN HAHN

CO-FOUNDER, CHAIRMAN, GALWAY HOLDINGS

Founded in 2007, EPIC is built on the foundational principles of specialization and collaboration.

Since going from an idea scribbled on a napkin to a $1 billion business, we haven’t forgotten who we are. We are intentional about who we partner with to meet the complex challenges of the future.

STEVE DENTON

CHIEF EXECUTIVE OFFICER, GALWAY RETAIL SERVICES

At EPIC, culture doesn’t just happen – it’s intentional.

Our goal is to empower you to grow your business, teams and the professional aspirations of your employees. We work hard to cultivate an environment that rewards everyone in service to our clients.

BILL NAY

CHIEF ACQUISITION OFFICER, GALWAY HOLDINGS

Demystifying and humanizing the M&A experience are priorities for us. 

We don’t do deals for the sake of doing them. Our partnership strategy is to be selective, allowing us to be nimble and creative. This puts the focus on your success so we can all truly grow together.

LORI GIESLER

SENIOR VICE PRESIDENT, ACQUISITIONS & SPECIAL PROJECTS, GALWAY HOLDINGS

At EPIC, integration is synonymous with teamwork. 

We work with our partners to be better, together. To us that means leveraging our collective strengths to streamline opportunities, placing the best team on the field to win. 

FINANCIAL PERFORMANCE

Our growth is the result of an innovative, durable long-term strategy that attracts and retains best-in-class partners and talent.

2010
$56M
2014
$154M
2018
$429M
Current
$1.0B+
Acquisitions since inception
40+
Revenue acquired since inception
$725M
Average deal size (revenue)
$17M

Our Partnership Approach

Colleagues reviewing documentation

Specialization

SpecializationIn a quickly changing and complex world, specialization is the future.

We seek partners who take a specialty-driven approach and who want to be with like-minded professionals in an environment that values creative thinking and problem solving.

Arrow showing forward progress

Collaboration

CollaborationWe believe that teamwork and collaboration are the key to our success.

At heart, our best day is when we can create 1+1=3, 4 or 5 opportunities and these wins have allowed us to demonstrate some of the best year-over-year growth and client retention rates across the insurance distribution industry.

We want to be in business with people that view insurance selling as a team sport where everyone matters and who see the strength of their client relationships as a bridge to other insurance and financial services solutions. 

Two individuals shaking hands, seen through a glass window

Entrepreneurial Spirit

Entrepreneurial SpiritEPIC has been built deliberately to empower the entrepreneurial spirit of every teammate.

Many of the investments we make in infrastructure, technology and resources are to ensure our experts can focus on forward, dynamic thinking and not get bogged down with the day-to-day minutiae.

We want to partner with people who enjoy testing the status quo and exploring opportunities that create competitive advantage. 

Looking up at skyscrapers.

Capabilities & Resources

Capabilities & ResourcesWe aim to be the best, not necessarily the biggest.

We understand the need to have the capabilities, resources and market clout to compete with the largest firms in our industry. 

We’ve made significant investments in these capabilities and resources so no matter what situation arises, we can help solve them. In this increasingly complex world, our goal is to make sure you stay relevant with your clients as they grow and scale. 

Individuals put into an arrow formation to represent forward momentum

Perpetuation

PerpetuationYour legacy matters. But selling your business is hard. We’re here to help.

We tailor each transaction to be sensitive to the needs of our partners, whether that be a 100-year-old firm or a start-up, a third-generation family-owned business or a founder-led one.  

At the individual level, we seek opportunities for vertical and lateral career progression for each teammate. In fact, many of the people that maintain key leadership positions for us today came via acquisition. 

Bill Nay headshot

Bill Nay

Chief Acquisition Officer, Galway Holdings

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