EPIC Insurance Brokers & Consultants has acquired The Bond Exchange, a Mission Viejo, California-based surety bond agency, in a move aimed at scaling EPIC’s national surety practice and adding deeper underwriting and brokerage expertise for complex bonding programs.
The Bond Exchange, founded in 1999, provides surety brokerage and advisory services across sectors, including construction, mining, real estate, renewable energy, technology, and private equity. The firm is known for tailoring bonding solutions to clients’ financial profiles, operational complexity, and growth plans.
Under the deal, The Bond Exchange’s leadership team—CEO Yung Mullick, President James W. Moilanen, and Executive Vice President Austin Neff—joins EPIC’s surety organization. EPIC said the addition strengthens its ability to serve large, complex accounts by expanding surety capacity options and enhancing program structuring capabilities. The acquisition also adds The Bond Exchange’s Bond 911 platform, which EPIC said will streamline issuance for smaller bond needs.
EPIC described the transaction as part of an ongoing investment to build a national, fully integrated surety platform within its broader property and casualty organization, with the goal of delivering tailored specialty insurance and bonding solutions to clients across the U.S.
KEY QUOTES:
“The acquisition of The Bond Exchange reflects EPIC’s focus on building a surety practice that is poised to meet clients’ evolving needs. Surety is a critical financial tool, distinct from insurance, and demand has grown as clients face a more complex economic and geopolitical landscape.”
Zach Mendelson, Surety Practice Leader, EPIC
“We’re thrilled to welcome The Bond Exchange and its team of professionals, who share our commitment to delivering solutions customized to each client’s unique needs. Their technical depth and market relationships meaningfully strengthen our surety capabilities and support our continued growth across key markets nationwide.”
Bobbi Jo DeNofa-Broad, President, Southwest Territory, EPIC
