Maximize value. Maintain mission. It's not a trade-off.


As an impact investment bank, we believe in creating a better world through business.

EPOCH Pi employs a holistic approach to investment banking that incorporates cultural alignment tools and integration planning in the transaction process, enabling us to deliver the best value and the best fit for our clients.

We believe in doing well by doing good, which is why we became a certified B Corp investment bank

We envision a world where companies have a culture of compassion and human connection as well as a responsibility to its stakeholders. We believe that safeguarding our clients’ mission, vision and values are directly responsible for the long-term success of a corporate transaction.

EPOCH Pi is a for purpose investment bank that helps conscious companies survive and thrive beyond the transaction so they can continue to influence, inspire, and exemplify how the power of business can have a profound, positive impact on all: customers, employees, suppliers, communities, the environment, and shareholders.


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 what success looks like.

3204 Clinton Avenue
Cleveland OH, 44113

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