Morgan Partners is pleased to announce that its client, Epic-Premier Insurance Solutions, Inc. (“Epic-Premier”), a leading provider of end-to-end core systems software solutions purpose-built for managing general agencies (MGA), program managers, and wholesale brokers, has been acquired by Insurity.  This acquisition bolsters Insurity’s position in the rapidly growing MGA market and demonstrates Insurity’s commitment to providing industry-leading products within the P&C Insurance space.  With this move, Epic-Premier can immediately leverage Insurity’s robust data and analytics assets and cloud leadership to accelerate its transition to cloud and API-based offerings.

“The Morgan Partners team provided true white glove service from day one through close.  Their counsel, particularly during the COVID environment, was instrumental in getting this deal done,” said Kevin Grimes, CEO of Epic-Premier. “The shareholders are very pleased with the outcome and have found a great home at Insurity.”

This deal is Morgan Partners’ third transaction with Insurity since 2015, having previously advised Oceanwide and Systema in their exits to Insurity. Morgan Partners served as exclusive financial advisor to Epic-Premier. Terms of the deal were not disclosed.  Additional information can be found here.

About Morgan Partners 

Morgan Partners is a highly focused middle-market financial technology investment bank.  Our tailored, expert services, deep industry relationships, and vertical domain expertise allow us to provide “best execution” simply not available at other firms.  Our services consist of sell-side and buy-side M&A, capital raising, and strategic advisory to technology companies in the insurance, capital markets, banking, and related sectors.  Visit www.morganpartners.com to learn more.