Epoch Pi

We are a values and purpose driven investment bank


We believe we can create a better world through business.

EPOCH Pi takes a holistic approach to investment banking that incorporates proprietary culture tools and integration planning into the process in order to deliver the best value and the best fit for our clients.

We envision a world where companies have a culture of care, compassion and human connection and a responsibility to all its stakeholders. It is our desire to ensure that these companies survive and thrive beyond a transaction so they can continue to influence, inspire, and exemplify how the power of business can have a profound positive impact on all stakeholders – customers, employees, suppliers, communities, the environment, and shareholders. We are pursuing purpose-driven, stakeholder-focused business owners seeking experienced advisors who will deliver the best value and the best fit to drive longer-term transaction success.

We welcome a conversation to explore your goals and the possibilities. Feel free to reach out to us by filling out the contact form below to inquire whether we are a fit and our services are right for you.


Get in touch

We at EPOCH Pi know that finding the right partner to represent you is a choice not to be taken lightly. That’s why we welcome the opportunity to talk you through your needs, the scope of your goals, and your budget.

3204 Clinton Ave.
Cleveland OH, 44113

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Buy / Sell companies

We advise clients on mergers, acquisitions, exclusive sale transactions, structured minority investments and strategic joint ventures, and ESOP transactions.


Strategic consulting

Having a clear strategy is the first step to success in M&A and capital raises. Experienced gained in strategy formation at Fortune 100 companies and in over 80 transactions across a broad range of industries help us guide you through all the options so you can choose the best path to reach your objectives.

Capital Raises

We raise equity and debt capital for growth or recapitalizations for entrepreneurs and private business owners. We can help you find the right vales aligned investors as well as create the right structure for the transaction.

Cultural Assessments

Organizational culture is increasingly recognized as the ultimate competitive advantage. In order to harvest its benefits, companies need to understand the beliefs and assumptions underlying their culture. Our proprietary Culture and Change Readiness Scorecard, as well as other leading culture assessment tools, allow us to help your organization move to the next level by assessing alignment among prospective buyers and investors.


Change is complex. Whether you are bringing different organizations, functions or systems together to interact in new ways, our integration process and expertise can create long lasting value for your organization.

organizational change

Organizations are many interdependent parts and therefore in a constant state of change.  Things are going to change anyway, so it might as well be in a direction that you choose to go.  Our change management experts can help you navigate these uncertain times





Co-founder, Bill Vogelgesang, explains how Epoch Pi is serving the evolving purpose-based business community.


Co-founder, Bill Vogelgesang, explains how EPOCH Pi is serving purpose-based business communities.


Our clients have a dream ... ours is to see it fullfilled