San Mateo, Calif.-based Edgewood Partners Insurance Center (EPIC) said it has acquired Kelley & Swain Inc., a privately held Sacramento, Calif.-based provider of employee benefits programs. Financial terms were not disclosed.
EPIC said Kelley & Swain, founded in 1992, has 40 professionals and provides employee benefit consulting for public and private companies of all sizes in Northern California.
EPIC is a recently founded retail property-casualty and benefits insurance brokerage firm formed by John G. Hahn and Dan R. Francis, along with Trident IV, L.P., and a private equity fund managed by Stone Point Capital.
EPIC currently has four California offices in San Mateo, San Ramon, Sacramento and Orange County.
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