The Bond Exchange
- Company typePrivate
- Founded1999
- HeadquartersMission Viejo, United States
- Headcount11–50
- GTM typeB2B
- OfferingServices
The Bond Exchange firmographics
Firmographics- Name
- The Bond Exchange
- Legal name
- The Bond Exchange
- Website
- https://suretybondex.com
- Company type
- Private
- Founded year
- 1999
- Operating status
- Acquired
- Headcount range
- 11–50 employees
- Ownership category
- akta.pro rank
The Bond Exchange industry classification
Industry- Product category
- Surety Bond Brokerage
- SIC
- Surety Insurance (6351)
- akta.pro primary industry
- Surety & Bond Brokerage (FSAEADAI)
- akta.pro secondary industries
- Contract Surety Bonds (FSAJAIAA), Commercial Surety Bonds (FSAJAIAB), Notary / Bail / Miscellaneous Consumer Bonds (FSAJAIAK)
Keywords
Where The Bond Exchange is headquartered
LocationHeadquarters
- HQ city
- Mission Viejo
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
The Bond Exchange business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Revenue model
- Surety Bond Placement Services: Revenue generated from placing surety bonds for clients in construction, mining, real estate, renewable energy, technology, and private equity sectors. The firm serves as an intermediary between clients requiring bonds and surety insurers.
Go-to-market motion1 record
Distribution channels1 record
The Bond Exchange product offering
Product offeringCore offering
The Bond Exchange is a surety bond agency that places contract and commercial surety bonds for contractors and project owners in construction, mining, real estate, renewable energy, technology, and private equity. The firm works with multiple surety markets to deliver bid, performance, payment, and specialty commercial bonds, and operates the Bond 911 platform to streamline bond requests and underwriting.
Product overview
The Bond Exchange is a surety bond agency that was acquired by EPIC Insurance Brokers & Consultants in January 2026. The company operates as part of EPIC's national surety platform and offers the Bond 911 platform along with contract surety bonds (bid, performance, payment, license, permit, wage/welfare, mechanic's lien, subdivision, maintenance/warranty) and commercial surety bonds (license, tax, court, probate, environmental, notary, public official, business service, FMLA, title, mortgage broker, agribusiness). The product portfolio serves construction, mining, real estate, renewable energy, technology, and private equity sectors through industry-focused teams and product specialists.
Differentiator
Problem solved
Functional benefit
Brands
- Bond 911: A platform brought to EPIC through the acquisition, part of The Bond Exchange's service offerings in surety bonds.
Products and services
- Contract Surety Bonds Placement of bid bonds, performance bonds, and payment bonds for construction prime contractors, specialty subcontractors, and project owners across construction, mining, real estate, and renewable energy projects.
- Commercial Surety Bonds Placement of license and permit bonds, court and fiduciary bonds, fidelity bonds, customs bonds, and subdivision bonds for businesses in technology, private equity, and regulated industries.
- Bond 911 Platform Proprietary digital bond procurement platform that enables contractors and commercial buyers to request surety bonds, submit underwriting information, and receive bond issuance through an online workflow.
Companies that use The Bond Exchange
Customer profileSegments6 records
Ideal customer profiles2 records
The Bond Exchange technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature1 record
The Bond Exchange partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- EPIC Insurance Brokers & ConsultantscoreEPIC Insurance Brokers acquired The Bond Exchange as part of EPIC's strategy to build a national, fully integrated surety platform. The acquisition added The Bond Exchange's leadership team, Bond 911 platform, and sector expertise to EPIC's surety capabilities. The acquired agency's leadership team, including CEO Yung Mullick and President James W. Moilanen, continues operating under Bobbi Jo DeNofa-Broad at EPIC's southwest territory.
Scale indicators2 records
Recent moves3 records
Expansion highlights3 records
The Bond Exchange competitors and assessment
Company assessmentDirect peers
- Brown & Riding Insurance Services: Specialty insurance brokerage with a dedicated surety practice offering contract and commercial surety bond placement for construction, energy, and other industries. A direct peer of The Bond Exchange in being a specialty surety-focused brokerage.
- EPIC Insurance Brokers & Consultants: Parent company of The Bond Exchange and operator of a national surety platform offering contract and commercial surety bonds across construction, mining, real estate, renewable energy, and similar verticals. Direct peer / acquirer in the same product space.
Emerging players
- CRC Insurance Services: Wholesale and specialty insurance brokerage with surety capabilities serving construction and commercial clients. Comparable to The Bond Exchange in providing surety placement through a specialty/wholesale distribution model, with overlap in target verticals.
Broad incumbents
- Alliant Insurance Services: Specialty insurance brokerage with a construction and surety practice placing large and complex bond programs for contractors and developers across verticals. Comparable to The Bond Exchange in contract surety focus, broader in scale and product breadth.
- Aon (Surety Practice): Global professional services firm with a large surety and construction services practice. Offers contract and commercial surety placement across multiple verticals including construction and infrastructure, comparable to The Bond Exchange's offerings.
- Arthur J. Gallagher & Co. Major insurance broker and risk management services firm with a dedicated surety practice serving contractors and commercial clients. Comparable to The Bond Exchange in providing contract and commercial surety brokerage, but at much greater scale and broader geographic reach.
- Hub International: Large North American insurance brokerage with a specialized surety unit placing contract and commercial bonds for construction, real estate, and other industries. Offers similar surety intermediation services to The Bond Exchange through a multi-state branch network.
- NFP (an Aon company): Insurance broker and consultant with significant surety and construction practice. Comparable to The Bond Exchange in placing contract and commercial surety for construction and middle-market clients, but with broader risk and benefits product portfolio.
- Foundation Building Materials / Willis (WTW) Surety: Major global advisory firm with a sizable surety and construction services practice serving large contractors and developers. Comparable to The Bond Exchange in offering contract and commercial surety intermediation as part of a broader insurance and risk advisory portfolio.
- Marsh McLennan (Surety Practice): One of the largest global insurance brokers with a substantial surety practice serving contractors and developers. Operates broadly across insurance and risk advisory, with surety as one of several specialized lines — making it a broad incumbent comparable to The Bond Exchange's function.
Market position
Strengths5 records
Weaknesses4 records
Competitive moat4 records
Key risks4 records
Key highlights5 records
Customer concentration
The Bond Exchange financial estimates
Financial estimateRevenue estimate
Valuation estimate
The Bond Exchange leadership team
Management profileNumber of profiles
Profiles2 records
The Bond Exchange funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
The Bond Exchange M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about The Bond Exchange
What does The Bond Exchange do?
The Bond Exchange is a surety bond agency that places contract and commercial surety bonds for contractors and project owners in construction, mining, real estate, renewable energy, technology, and private equity. The firm works with multiple surety markets to deliver bid, performance, payment, and specialty commercial bonds, and operates the Bond 911 platform to streamline bond requests and underwriting.
Is The Bond Exchange a public or private company?
The Bond Exchange is a private company. It is classified as corporate owned and is currently acquired.
When was The Bond Exchange founded?
The Bond Exchange was founded in 1999. It employs 11 to 50 people.
Where is The Bond Exchange based?
The Bond Exchange is headquartered in Mission Viejo, United States, in the North America region.
How does The Bond Exchange make money?
One revenue line is on record: surety Bond Placement Services.
Who are The Bond Exchange's main competitors?
Direct peers on record are Brown & Riding Insurance Services and EPIC Insurance Brokers & Consultants. CRC Insurance Services is listed as an emerging player. Broad incumbents are Alliant Insurance Services, Aon (Surety Practice), Arthur J. Gallagher & Co., Hub International, NFP (an Aon company), Foundation Building Materials / Willis (WTW) Surety and Marsh McLennan (Surety Practice).
Does The Bond Exchange have an API?
No public API is recorded for The Bond Exchange.
What industry is The Bond Exchange in?
The Bond Exchange's product category is Surety Bond Brokerage. Its primary akta.pro industry code is FSAEADAI, Surety & Bond Brokerage, with a secondary code of FSAJAIAA, Contract Surety Bonds. Its SIC code is 6351.