Vanbridge

What Vanbridge does

Vanbridge is an insurance intermediary and capital advisory firm founded in 2014 and operating as a subsidiary of EPIC Insurance Brokers & Consultants since May 2018. The firm is structured around two complementary divisions: Alternative Asset Management & Insurance Capital Solutions, which provides consulting services (fund formation, risk and insurance due diligence, restructuring), transactional risk insurance products (representations and warranties, tax liability, contingent liability, claims advocacy), and risk aggregation facilities (property and casualty, executive risk, fund liability, cyber liability, workers' compensation); and Life Capital & Executive Benefits, which delivers life insurance, annuities, disability and long-term care, specialty solutions including Private Placement Life Insurance and Private Placement Variable Annuities, executive benefit plan design, and balance sheet enhancement strategies to high-net-worth individuals, families, and corporate clients.

The company serves three primary customer segments: alternative asset managers (private equity, hedge funds, venture capital firms and their portfolio companies), high-net-worth and ultra-high-net-worth individuals and families, and corporations/institutions seeking executive benefits, with secondary segments including RIAs, family offices, attorneys, CPA firms, and nonprofit organizations. Vanbridge's core technology consists of integrated insurance and capital markets structuring expertise rather than software platforms; notable proprietary offerings include the Alternative Letter of Credit (ALOC) Facility launched through the Convergence Point Solutions joint venture with GreensLedge, and RepsExpress, a streamlined R&W product for middle-market deals under $10MM developed with Concord Specialty Risk.

Vanbridge generates revenue primarily through insurance commissions paid by carriers as a percentage of premium placed, supplemented by client fees for specific placements or projects, supplemental compensation from insurers including incentive, contingency, and volume-based payments, and investment income on fiduciary funds. The firm is privately held and does not publicly disclose revenue or valuation. Since 2014, Vanbridge has executed nine acquisitions to expand its Life & Executive Benefits platform and alternative asset management capabilities, and operates as a national specialty brokerage leveraging EPIC's distribution network.

Name

Vanbridge

Legal name

Vanbridge

Website

https://vanbridge.com

Company type

Private

Founded year

2014

Operating status

Operating

Headcount range

101–250 employees

Short description

Vanbridge is a specialty insurance intermediary and capital advisory firm serving alternative asset managers, high-net-worth individuals, RIAs, and corporate clients through two divisions: Alternative Asset Management & Insurance Capital Solutions and Life Capital & Executive Benefits. It operates as a subsidiary of EPIC Insurance Brokers.

Ownership category

akta.pro rank

Product category

Insurance Brokerage and Risk Advisory

NAICS

Portfolio Management and Investment Advice (523940), Trusts, Estates, and Agency Accounts (52592)

SIC

Insurance Agents, Brokers & Service (6411), Life Insurance (6311), Fire, Marine & Casualty Insurance (6331), Investment Advice (6282)

akta.pro primary industry

Employee Benefits Brokerage & Consulting (FSAEADAC)

akta.pro secondary industries

Specialty & Excess/Surplus Lines (E&S) (FSAJAMAH), Annuity & Insurance-Based Retirement Solutions Advisory (FSAEABAH), Employee Benefit & Retirement Plan Trust Services (FSAAANAC)

Keywords

• Insurance brokerage services
• Transactional risk insurance
• Executive benefits advisory
• Alternative asset insurance
• Wealth transfer planning

Headquarters

HQ city

New York

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Insurance Commission: EPIC and Vanbridge are compensated primarily through commission payments based on and part of the premium charged and collected by insurers for each insurance policy secured for clients. This includes retail and wholesale insurance placements across property & casualty and employee benefits.
2. Client Fees: In some cases, specific fees are charged to clients in lieu of or in addition to commissions for placement of coverage and/or for other services or projects.
3. Supplemental Compensation: EPIC may receive from insurers and/or intermediaries other forms of compensation such as incentive or contingency payments, supplemental commissions, bonuses, intermediary or co-brokerage commissions, service fees or allowances based on volume, growth, persistency, and profitability.
4. Investment Income on Fiduciary Funds: Investment income on fiduciary funds temporarily held by EPIC such as premiums or return premiums, as well as fees for arranging premium financing for clients with third parties.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

Vanbridge is an insurance intermediary and capital advisory firm operating two complementary divisions. The Alternative Asset Management & Insurance Capital Solutions division provides integrated risk management for private equity, hedge fund, and venture capital clients through consulting services (fund formation, risk due diligence, restructuring), transactional risk insurance (R&W, tax liability, contingent liability), and risk aggregation facilities (cyber, fund liability, executive risk, workers' compensation, property & casualty). The Life Capital & Executive Benefits division serves high-net-worth individuals, families, and corporate clients with life insurance, annuities, disability and long-term care coverage, specialty solutions (PPLI/PPVA), private client services, and executive benefit programs including SERP design and balance sheet enhancement.

Product overview

Vanbridge is an insurance intermediary and capital advisory firm that offers two complementary divisions: Alternative Asset Management & Insurance Capital Solutions and Life Capital & Executive Benefits. The Alternative Asset Management division provides integrated risk management through consulting services (fund formation, due diligence, restructuring), transactional risk insurance products (representations & warranties, tax liability, contingent liability), and risk aggregation facilities (property & casualty, executive risk, fund liability, cyber liability, workers' compensation). The Life Capital & Executive Benefits division serves high-net-worth individuals and families with life insurance, annuities, disability & long-term care, specialty solutions (PPLI/PPVA), executive benefit programs, and balance sheet enhancement strategies. Vanbridge also offers specialized products like RepsExpress for small middle-market deals, the Alternative Letter of Credit Facility through its Convergence Point Solutions joint venture, and operates several acquired brands including TDC Life, Larry Gordon Agency, TNBC, and Dixon Wells. The firm was acquired by EPIC Insurance Brokers in 2018 and operates as Vanbridge, an EPIC company.

Differentiator

Problem solved

Functional benefit

Products and services

• Alternative Asset Management & Insurance Capital Solutions Integrated risk management solutions for alternative asset managers (private equity, hedge funds, venture capital) and their portfolio companies, including consulting services, transactional risk insurance, and risk aggregation facility management.
• Life Capital & Executive Benefits Wealth protection, estate planning, and executive benefits services for high-net-worth individuals, families, and corporate clients, including life insurance, annuities, executive benefits, private client services, and balance sheet enhancement.
• Reps & Warranties Insurance Transactional risk insurance covering representations and warranties made by sellers in M&A transactions, protecting buyers from losses due to breaches of those representations and warranties.
• Tax Liability Insurance Insurance coverage for tax exposures and liabilities arising from M&A transactions and general tax planning scenarios.
• Contingent Liability Insurance Insurance coverage for contingent or unknown liabilities that may arise from past events, litigation matters, or other uncertain future occurrences.
• Alternative Letter of Credit (ALOC) Facility Off-balance sheet solution enabling companies to post collateral for casualty insurance programs, restoring working capital capacity for operational use.
• Cyber Liability Facility Insurance facility providing cyber liability coverage for private equity and venture capital-backed portfolio companies, including coverage for data breaches and digital risks.
• Executive Risk Insurance Facility Risk aggregation facility covering executive risk insurance products for alternative asset managers and their portfolio companies.
• Fund Liability Facility Insurance facility covering fund-level liabilities for private equity and alternative investment funds.
• Workers' Compensation Facility Risk aggregation facility for workers' compensation insurance programs tailored for alternative asset managers and portfolio companies.
• Property & Casualty Facility Risk aggregation and facility management services for property and casualty insurance coverages for the alternative asset management industry.
• Claims Coverage & Advocacy Claims advocacy services helping clients navigate and optimize insurance claim outcomes for transactional risk insurance policies.
• Life Insurance & Annuities Traditional life insurance and annuity products for wealth protection, accumulation, and transfer strategies for high-net-worth individuals and families.
• Disability & Long-Term Care Insurance Income protection and long-term care coverage including high limit disability, group carve out, multi-life, individual policies, and hybrid life/long-term care products.
• Specialty Solutions (PPLI/PPVA) Private Placement Life Insurance (PPLI), Private Placement Variable Annuities (PPVAs), individual variable annuities, and individual variable life products for high-net-worth and UHNW investors seeking tax-efficient alternative asset access.
• Balance Sheet Enhancement Strategies that strengthen companies' financial positions while attracting, retaining, and motivating top-tier talent through competitive executive benefits.
• Process & Solutions (Executive Benefits) Comprehensive executive benefit program design including NQ retirement strategies, nonqualified plan structuring, SERP design, deferred compensation plans, Section 7702 plans, stock plans, and severance plan design.
• Private Client Services Concierge-level services including policy review, design & management, advanced planning, business planning, and industry specialty solutions for private clients.
• Agency & Advisor Services Platform services for RIAs, financial institutions, and CPA firms including resources, platform choice, and conduct & compliance support.
• RepsExpress Streamlined representation and warranty insurance product for middle market transactions under $10MM in limits, developed with Concord Specialty Risk to address the underserved small deal market.
• Consulting Services Fund formation, risk and insurance due diligence, and restructuring services for alternative asset managers and their portfolio companies.

Quantifiable outcome

• Several billion dollars of limits placed in transactional risk insurance market
• +1 more outcomes

Named customers5 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Four partnerships are on record, tiered core and minor.

• GreensLedgecoreStrategic or Co-development Partner · 5 December 2023Vanbridge and GreensLedge formed a joint venture company, Convergence Point Solutions (CPS), and launched an Alternative Letter of Credit (ALOC) Facility. This off-balance sheet solution helps companies post collateral for casualty insurance programs, restoring working capital capacity and improving operational capabilities.
• Atlas General HoldingsminorStrategic or Co-development Partner · 28 July 2015Vanbridge made a permanent capital investment in Atlas General Holdings through its newly formed Vanbridge Strategic Partners division. Vanbridge holds a seat on the Atlas General Holdings Board of Managers as part of this strategic partnership.
• AssureLeaseminorChannel Partner/ Reseller/ Distributor · 7 May 2015Vanbridge LLC formed a strategic brokerage partnership with AssureLease, the leading provider of landlord-controlled insurance programs for residential properties, commercial space, and student housing.
• Concord Specialty RiskcoreStrategic or Co-development Partner · 28 April 2015Vanbridge was appointed by Concord Specialty to assist in underwriting representation and warranty insurance for middle market transactions. Together they developed RepsExpress, a streamlined underwriting process for lower limit R&W programs (under $10MM in limits) using pre-negotiated forms and competitive pricing.

Scale indicators3 records

Recent moves7 records

Expansion highlights6 records

Broad incumbents

• EPIC Insurance Brokers & Consultants: Vanbridge's parent company and a major US retail insurance brokerage. Directly comparable as the umbrella platform through which Vanbridge distributes products nationally, and operates in many of the same commercial P&C, executive benefits, and specialty insurance verticals.
• Marsh: One of the world's largest insurance brokerages and Vanbridge CEO Philip Moyles' former employer. Comparable as a full-service risk advisor with major transactional risk (R&W), P&C, and life/executive benefits practices serving PE and corporate clients.
• Aon: Global insurance and reinsurance brokerage with significant transactional risk, life solutions, and HNW advisory capabilities. Comparable in serving institutional asset managers and corporate buyers of complex insurance programs.
• Willis Towers Watson: Global advisory, brokerage, and solutions firm with strong cyber, executive risk, and life insurance practices. Comparable in serving large institutional and corporate clients with complex risk and benefits needs.

Direct peers

• Brown & Riding: Specialty insurance brokerage with deep expertise in transactional risk, R&W, and complex placements for PE and M&A clients. Directly comparable as a specialty broker focused on alternative asset manager and deal-related insurance products.
• Kroll Bond Rating Agency / Kroll: Provider of R&W insurance brokerage and related transactional risk advisory through its Kroll business. Directly comparable for R&W insurance placement and M&A advisory services.
• USI Insurance Services: Large US insurance brokerage with significant middle-market and specialty practice. Comparable in providing property/casualty, executive benefits, and specialty risk solutions to mid-market and PE-backed companies.
• Woodruff Sawyer: Independent commercial insurance brokerage with strong private equity and venture capital practice. Comparable for portfolio company insurance programs, transactional risk, and HNW services via Private Client Group.
• Lockton: World's largest independent insurance brokerage with deep specialty and life insurance practices. Comparable for serving complex commercial, PE, and HNW clients with sophisticated risk and benefits solutions.
• Hub International: Large North American insurance brokerage with substantial M&A, executive benefits, and specialty practices. Comparable as a roll-up brokerage serving middle-market commercial and HNW clients.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/vanbridge-llc
• Xx.com/vanbridgellc

Revenue estimate

Valuation estimate

Number of profiles

Profiles10 records

Subsidiaries8 records

Funding overview

Funding rounds2 records

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Vanbridge