Epoch insights for your business
Environmental, social and governance (ESG) principles have an increasingly prevalent impact on the negotiation of M&A transactions. To successfully negotiate an ESG M&A transaction, document the relevant ESG findings and provide an analysis of potential legal risks and exposure associated with any related issues.
Read MoreEPOCH Pi’s quarterly update on the latest insights on impact companies, venture capital valuations, U.S. private equity deals and more. In the second quarter of 2021 business transactions and trends shows continued recovery as institutional investors moved away from conservative decision-making they adopted in 2020 and increased their alternative asset allocations.
Read MoreInvestors are becoming more and more concerned with ESG metrics that can protect and maximize value and are considering the impact of such matters in their screening process, transaction risk mitigation, due diligence and other strategic decision-making.
Read MoreWhen developing the value of a business, quantitative factors like revenue growth, margins, and forecasts are only one part of the puzzle. Intangibles — qualitative value drivers — are equally important as they help to paint the complete picture of your business and enhance business value so you are able to maximize your business's valuation.
Read MoreThe first quarter of 2021 has seen the continuation of general business trends brought about by the COVID-19 pandemic. We've pulled together the following insights on how conscious companies — enterprises who seek to make an impact beyond profit on environmental, social or governance (ESG) issues — have performed in Q1 2021.
Read MoreAt some point, raising capital may become a necessity for many companies. Whether you’re looking to expand organically into new markets through additional hires, through acquiring another company, purchasing additional business assets, investing in the supply chain, or just need help maintaining daily operations, there are a few things business owners should keep in mind when setting out to raise capital.
Read MoreESOPs have been found to be more resilient than non-ESOP companies in retaining jobs, benefits, and workplace health safety during economic crises and recessions. With the fallout from the COVID-19 pandemic still ricocheting through the global economy, establishing an employee stock ownership plan could be a good option for selling owners, companies and employees for the long-run.
Read MoreJoe Biden has been a supporter of Impact and ESG investing having championed these initiatives in the Obama Whitehouse. What emerged as a nascent trend in the 2008-2010 downturn has blossomed over the ensuing years and is sure to be catapulted to new heights by the Biden Administration that comes to office amidst growing awareness that people want a more inclusive economy with more equitable access to opportunities.
Read MoreWhile we’re proud to be part of the B Corp movement, our mission and values have always been our north star; getting a certified helped to add a level of formality by allowing us, our clients and our peers to measure that commitment. Now, more than ever, it’s important to strengthen that commitment and to uphold the standards that we set for ourselves in order to support and better our communities as we work through crises and societal forces changing our vision of how business should operate.
Read MoreWhile M&A tactics are an attractive option for companies big and small, merging two entities is harder than it looks. And when deals don’t live up to expectations, misalignment of company culture is usually to blame. Company culture is effective and sustainable when it produces results that exemplifies a healthy and productive workplace. But unlike calculating a company’s performance how does one measure culture?
Read MoreBusiness owners pour themselves into running their companies; sacrificing time, investing capital and putting their blood, sweat and tears into a business they can be proud of.
Even with a carefully thought out business strategy and development plan, a lot of entrepreneurs neglect the final chapter of their story: the exit strategy.
Read MoreWith the COVID-19 outbreak comes unprecedented business and economic disruption and uncertainty. The highest priority for your businesses during this crisis is its long-term sustainability, and the best way to ensure that is to make it through the short-term. Here are eight key questions you should ask yourself and our thoughts to help you evaluate your business and options amid the COVID-19 crisis.
Read MoreWhen it comes to decision-making and strategic planning, purpose-driven brands and conscious companies take into consideration the larger ecosystem of which they are composed. These brands and companies abide by the guiding principle that long-term business sustainability is achieved by prioritizing stakeholder interest instead of shareholder primacy.
Read MoreThese past few months have been a study in resilience — we know because we’ve been hard at work alongside you, helping to navigate these uncharted waters. But as the impact of the COVID-19 pandemic mounts, we wanted to take a moment to let you all know how we’ve pivoted to address the challenges that come with the turbulent economic times we’re facing today.
Read MoreFor purpose-driven companies, their employees and their customers, the decision to sell can feel especially devastating. Suddenly, the company’s culture, mission, vision and values seem uncertain or worse, at risk of being dismantled. If executed thoughtfully, corporate transactions don’t have to feel like a direct threat to a business’ principles and standards — in other words: you can sell without selling out.
Read MoreThe World-Changing Women’s Summit 2020 event attracted more than 250 female business leaders and change agents — all connected by the common aspiration of using the power of business to make the world a better place. The World-Changing Women’s Summit 2020 sought to empower attendees to live more environmentally sustainable, socially just and meaningful human existences.
Read MoreMaking the first move can be difficult. You probably don’t have complete clarity on whether to sell your business or go in another direction. Your advisors may have suggestions, but that isn’t a substitute for your own investigation because only you know what is important to you and your team. The early conversations with any investment bank are important, so as an aid to this process, we’ve provided a few guidelines for consideration during your search.
Read MoreThe Business Roundtable's statement on the purpose of a corporation isn't the future, but it is a signpost pointing the way towards change.
It is a signpost that marks the early days of the purpose economy where people and businesses pursue a higher purpose and where capital is vital but no longer regal.
Read MoreIn the second installment of our “How to Hire an Investment Bank” blog series, we take a look at a brief history of these institutions.
The emergence of investment banks in the United States of America occurred in the late 1800s when the state-chartered commercial banks of the time lacked the ability to fund a rapidly expanding American economy…
Read MoreScott Meyers of Good Place Holdings chats with EPOCH Pi and Conscious Capitalism NEO members about leading his business, mission and more.
Note: The following conversation was originally recorded as part of Conscious Capitalism NEO’s programming.
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