MarshBerry Represents Korotkin Insurance Group in Sale to EPIC Insurance Brokers & Consultants
Woodmere, OH – MarshBerry, a global leader in investment banking and consulting, is pleased to that it served as the exclusive financial advisor to Korotkin Insurance Group (KIG) in its sale to EPIC Insurance Brokers & Consultants (EPIC). The transaction publicly announced on September 17, 2026.
Headquartered in Southfield, MI, KIG is a multi-generational insurance brokerage providing property & casualty and employee benefits solutions to businesses and individuals throughout the region. The transaction positions KIG to accelerate its growth trajectory through the expanded resources, national platform, and specialized capabilities of EPIC.
The acquisition strengthens EPIC’s presence in Michigan, representing its second acquisition in the state and establishing a significant footprint in Eastern Michigan. For KIG’s ownership team, the partnership creates new opportunities to enhance client service, expand capabilities, and capitalize on long-term growth opportunities.
“This transaction demonstrates the value of thoughtful strategic planning and the importance of aligning with a partner that can help accelerate an organization’s long-term vision,” said Phil Trem, MarshBerry President. “KIG’s leadership team recognized a unique opportunity to build upon its strong market position and culture while creating new avenues for growth.”
Throughout the engagement, MarshBerry leveraged its proprietary industry data, benchmarking insights, and transaction expertise to help KIG evaluate strategic options, prepare for market, and identify the ideal partner to support the firm’s future vision.
The transaction reflects continued consolidation across the insurance brokerage industry, as high-performing agencies seek partners that can provide additional scale, specialized expertise, and enhanced growth opportunities while preserving the relationships and culture that have driven their success.
“Korotkin Insurance Group is an outstanding organization with a strong reputation, talented leadership team, and deep client relationships,” added Trem. “Their partnership with EPIC is a strategic fit that positions both organizations for continued success in a rapidly evolving insurance marketplace. We were honored to help them navigate this important decision and secure a partnership that supports their ambitions for the future.”
MarshBerry’s Expertise
MarshBerry brings decades of experience advising insurance brokers on mergers, acquisitions, and capital strategies. With deep market knowledge, MarshBerry helps clients maximize value and achieve long-term growth objectives. In today’s competitive marketplace, MarshBerry’s insights and relationships enable buyers and sellers to navigate industry consolidation successfully and position themselves for sustainable success.
MarshBerry – Helping Clients Learn, Improve & Realize Value
MarshBerry is a global leader in investment banking and strategic consulting for the financial services industry. With over 40 years of experience, MarshBerry empowers firms in insurance brokerage & distribution, wealth advisory & retirement planning and accounting & tax practices to achieve long-term growth, maximize value, and navigate every stage of ownership. Core offerings include Investment Banking services such as Merger & Acquisition Advisory and Capital Raising, as well as Financial Consulting in Strategic Planning, Valuations, and Perpetuation Planning. MarshBerry also provides specialized support in Organic Growth Consulting, Executive Peer Exchange, Agency Network and Market Intelligence & Performance Benchmarking. For more information, visit www.MarshBerry.com.