EPIC Insurance Brokers & Consultants Acquires The Bond Exchange to Expand its National Surety Practice

Business Wire

EPIC clients gain seamless bonding and insurance solutions that strengthen protection and fuel growth across industries

SAN FRANCISCO--(BUSINESS WIRE)--
EPIC Insurance Brokers & Consultants (“EPIC”), a national insurance brokerage and consulting firm providing specialized services and products across select industries and client sectors, today announced the acquisition of The Bond Exchange, a Mission Viejo, California-based surety bond agency. The Bond Exchange brings decades of surety underwriting and brokerage experience to EPIC’s national surety practice, expanding capabilities with added scale and expertise.

The Bond Exchange, led by CEO Yung Mullick, President James W. Moilanen, and Executive Vice President Austin Neff, enhances EPIC surety’s ability to support large and complex accounts. Their combined experience strengthens EPIC’s capacity to structure sophisticated surety programs, expand opportunities to deploy surety capacity for clients and deliver guidance as clients scale across industries and geographies, while also streamlining issuance for smaller bonds through its Bond 911 platform.

“The acquisition of The Bond Exchange reflects EPIC’s focus on building a surety practice that is poised to meet clients’ evolving needs," said Zach Mendelson, surety practice leader at EPIC. “Surety is a critical financial tool, distinct from insurance, and demand has grown as clients face a more complex economic and geopolitical landscape.”

Founded in 1999, The Bond Exchange delivers specialized surety brokerage services and strategic advisory support to clients across industries including construction, mining, real estate, renewable energy, technology, and private equity. The Bond Exchange is known for building solutions aligned to clients’ financial strength, operational complexity and growth objectives.

This acquisition reflects EPIC’s continued investment in building a national, fully integrated surety platform, expanding its ability to serve clients nationwide with tailored specialty insurance solutions.

“We’re thrilled to welcome The Bond Exchange and its team of professionals, who share our commitment to delivering solutions customized to each client’s unique needs,” said Bobbi Jo DeNofa-Broad, president, southwest territory at EPIC. “Their technical depth and market relationships meaningfully strengthen our surety capabilities and support our continued growth across key markets nationwide.”

For more information on EPIC’s surety practice and its surety brokerage and advisory capabilities supporting complex bonding needs, please visit epicbrokers.com.

About EPIC’s National Surety Practice

EPIC’s surety practice provides comprehensive surety solutions designed to support clients’ operational, financial and risk management needs across industries including construction, customs and transportation, waste management, financial services, healthcare and energy. Backed by EPIC Insurance Brokers & Consultants’ national scale and specialized resources, EPIC’s surety advisors help clients navigate the complexities of contract and commercial bonds by developing surety programs that meet underwriting requirements. The team works closely with clients to evaluate financial strength, assess bond needs and present well-structured submissions to surety markets, while offering advocacy, responsiveness and ongoing guidance throughout the project lifecycle. Integrated within EPIC’s broader property and casualty platform, EPIC‘s national surety practice offers access to diverse markets and a relationship-driven service model that supports clients’ bonding requirements. For more information, please visit epicbrokers.com.

About EPIC Insurance Brokers & Consultants

EPIC Insurance Brokers & Consultants is a national retail property and casualty and employee benefits insurance brokerage and consulting firm. The firm provides clients with diverse and specialized risk management, property and casualty, employee benefits, private client and specialty insurance solutions across a broad range of industries. EPIC team members operate from locations nationwide, combining strategic expertise and broad specializations to deliver innovative, comprehensive risk solutions. For more information on EPIC, please visit epicbrokers.com.