Surety clients handling both routine and complex bonding needs could see faster issuance and broader placement options after EPIC Insurance Brokers & Consultants acquired Mission Viejo-based The Bond Exchange and added its Bond 911 platform to EPIC’s national surety practice.
EPIC, a national insurance brokerage and consulting firm, said The Bond Exchange will add decades of surety underwriting and brokerage experience to EPIC’s surety operations.
“The acquisition of The Bond Exchange reflects EPIC’s focus on building a surety practice that is poised to meet clients’ evolving needs," said Zach Mendelson, surety practice leader at EPIC. “Surety is a critical financial tool, distinct from insurance, and demand has grown as clients face a more complex economic and geopolitical landscape.”
EPIC said the acquisition is intended to support both ends of the surety workflow: simplifying issuance for smaller bonds through The Bond Exchange’s Bond 911 platform, while adding support for large and complex accounts through additional structuring resources and surety capacity deployment options.
The Bond Exchange is led by CEO Yung Mullick, president James W. Moilanen and executive vice president Austin Neff. The firm was founded in 1999 after Mullick and Moilanen, both former surety underwriters at large providers, established the agency to focus on specialized surety needs, according to The Bond Exchange’s published company profile. That agency works with access to more than 25 surety companies and has secured surety programs in the billions for US-based and international projects. The Bond Exchange has also added an office in Oakland, California.
In its announcement, EPIC said The Bond Exchange supports clients across industries including construction, mining, real estate, renewable energy, technology and private equity, and provides surety brokerage services and strategic advisory support tied to a client’s financial strength, operational complexity and growth objectives.
The Bond Exchange transaction is EPIC’s first acquisition announcement of 2026. In 2025, the broker reported several deals, including Sentry Transportation’s direct writing operation in December, Chicago-area agency Price Insurance in October and private client specialist Chartwell Insurance Services in February.
“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,” said Bobbi Jo DeNofa-Broad, president, southwest territory at EPIC. “Their technical depth and market relationships meaningfully strengthen our surety capabilities and support our continued growth across key markets nationwide.”
