Shearman & Sterling advised EPIC Insurance Brokers and Consultants in connection with its acquisition of Treloar & Heisel. The strategic decision expands the offerings of financial planning and insurance services to medical and dental professionals.

EPIC is a California-based insurance company with industry expertise across key lines of insurance, including commercial property and casualty, employee benefits, unique specialty program insurance, and private client services. Since its founding in 2007, it has grown revenue from $12 million to over $940 million through both organic growth and strategic acquisitions.

Treloar & Heisel, based in New Castle, Pennsylvania, is an insurance retail agency with a specific focus on the dental industry, offering life, disability, property and casualty products, as well as a suite of wealth management services.

The Shearman & Sterling team below included associates Jessica Gorski, Naveed Hada (both New York-Mergers & Acquisitions) and Pari Sitaula (New York-Compensation, Governance & ERISA).

The Team