Epoch Pi supports the purpose economy by ensuring conscious companies survive and thrive beyond the corporate transaction.
Purpose-driven companies want to make a positive impact in the world. They believe that success is realized when all stakeholders benefit, not just the shareholders.
Whether these businesses consider themselves mission-driven organizations, benefit corporations or social enterprises, they are for-profit entities that generate both impact and financial returns. Big or small, these companies have the potential to use business as a force for good.
As a purposeful investment bank, EPOCH Pi amplifies our client’s potential to do good by safeguarding their core mission, vision, and values.
Studies reveal the number one reason that 70 - 90 percent of all mergers and acquisitions fail is cultural incongruity. Serving the purpose economy requires a holistic approach that considers the impact of a merger on people and purpose along with profit.
At EPOCH Pi, we help our clients prosper by combining traditional investment banking services such as mergers and acquisitions, ESOP advisory, and capital raising with proprietary values and cultural integration tools that identify values-aligned capital partners.
Then, EPOCH Pi structures the transaction to protect those fundamental ideals, creating a thoughtful integration plan that ensures long-term success for both seller and buyer, while simultaneously securing optimal financial terms.
The name EPOCH Pi originates from the belief that the world is entering a new economic era (or epoch) — the purpose economy. Pi is a play on “purposeful investing,” the mathematical symbol (π) and the circular and interconnected nature of life that characterizes the belief system of this new market.
After a five-year incubation period at a predecessor firm, EPOCH Pi branched off in 2015 to focus exclusively on facilitating financial transactions for purposeful companies. In 2017, EPOCH Pi became a Certified B Corporation, signifying a company-wide commitment to the highest standards of overall social and environmental performance, transparency and accountability. As the first financial services firm in Ohio to become a B Corp, EPOCH Pi is dedicated to using business as a powerful catalyst for social good.
As an investment bank with a purpose beyond profit, our mission is two-fold;
Not only do we help conscious or impact companies create value by finding aligned partners, but in an effort to end the cycle of poverty, we have committed our time and 25 percent of our profits to organizations that address impediments to urban education.
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 offer free consultations to walk you through your needs, the scope of your goals, and your budget.
Lynn has over 20 years of investing, investment banking, and commercial banking experience and is certified in using Denison Consulting's Organizational Culture Survey.
Lynn previously worked at South Franklin Street Partners, Morgenthaler Partners,
A dog lover, college sports fan, and amateur cook. Lynn also loves being outdoors reading a book by Lake Erie.
Bill brings over 30 years of operating, finance and private equity experience and is certified in using Barrett Values Centre's Cultural Transformation Tools.
Bill was previously a co-founder and CEO of Candlewood Partners and South Franklin Street Partners; chair of the Management Committee of Brown Gibbons Lang; and a lender with Citicorp and Key.
Bill is an avid outdoorsman and reader.
Theo joined EPOCH Pi in 2018 and supports the team with research, financial modeling, valuation, and the preparation of marketing materials in relation to capital raises and mergers and acquisitions.
Theo graduated with honors from European University of Geneva in Switzerland with a BBA in finance and a minor in marketing.
In his spare time Theo enjoys spending time with his family, reading, watching sports, and volunteering for local causes in the poverty reduction space.
Pablo brings over 17 years of strategy, business development and finance experience and is certified in using Denison Consulting's Organizational Culture Survey.
Pablo previously worked for Eaton Corporation, Cliffs Natural Resources, PINFRA, and Wal-Mart.
An avid traveler and sports fan, Pablo enjoys bicycling, skiing, long-distance running, and participating in triathlons.
Andy brings over 30 years of experience in all areas of HR with an emphasis in organizational development. He is certified in using Denison Consulting's Organizational Culture Survey.
Andy previously held senior roles in Exxon, Pfizer, BF Goodrich and is the founder and "Chief Firestarter" of Rule 6 Consulting.
Andy is an ICF certified executive coach and holds other certifications such as: Lean Six Sigma - Yellow Belt, Denison Culture Assessment, Appreciative Inquiry, Myers-Briggs®, TKI®, and FIRO®. He is also part of the executive committee for Conscious Capitalism, Northeast Ohio and is a faculty member at the Gestalt Institute of Cleveland.