Frequently Asked Questions

What services does EPOCH Pi provide?

EPOCH Pi is a certified B Corporation investment bank that helps clients with financial transactions such as buying or selling a business, facilitating mergers and acquisitions, raising capital (debt & equity), and coordinated integrations. We specialize in working with purpose-based, stakeholder-oriented companies in what has become known as impact investing.

What differentiates EPOCH Pi from other investment banks?

What makes EPOCH Pi unique is our clientele as well as our process. We focus exclusively on assisting purpose-driven companies — those that believe their businesses can achieve more than merely turning a profit — with impact investing. Through their business model, organizational structure and culture, our clients have a positive impact on their employees, customers, suppliers, shareholders, communities, and the environment.

As a certified B Corp, EPOCH Pi's process not only maximizes value but helps to preserve the mission and culture of such companies by utilizing proprietary values and culture assessment tools that facilitate financial transactions and structures with values-aligned parties, positioning them to flourish well beyond the transaction.

What is a B Corp?

B Corps are businesses that meet the highest standards of verified social and environmental performance, public transparency and legal accountability, administered by the non-profit B Lab. Certified B Corps commit to using profits and growth as a means to a greater end: positive impact for all stakeholders including customers, employees, suppliers, shareholders, communities, and the environment. B Corps must achieve the minimum verified score on the B Impact Assessment - a rigorous test of the company’s impact on all its stakeholders - and are required to make their Impact Score publicly available on bcorporation.net. This way, mission-driven companies like EPOCH Pi can protect and improve their positive impact over time.

What types of companies and industries does EPOCH Pi work with?

EPOCH Pi works with purpose-driven companies across the English-speaking parts of the globe and operates in various sectors of the world economy. Regardless of the industry, our clients' philosophical mindset is one of viewing business as a force for good. Our clients' principles align with one or more of the sustainable development goals set forth by the United Nations.

While EPOCH Pi offers our impact investment advisory services to companies regardless of their location, we can only handle securities transactions within the geographies in which we are licensed, analyzed on a case-by-case basis.

What size are the companies that EPOCH Pi serves?

EPOCH Pi serves both main street and middle market businesses. Our work tends to be with businesses that have an enterprise value (debt and equity) of $10 million to $200 million.

How do I get started working with EPOCH Pi?

The process depends on the client and the impact investing services needed. Generally, we start with a brief conversation to understand the objectives and the scope of the project. After executing a confidentiality agreement, our team then reviews company information to create an initial assessment and proposal. Upon approval of the proposal, we enter into an engagement agreement and commence work. Contact us through the website, phone or email to get started!

How does EPOCH Pi safeguard a company’s mission and culture after the transaction is complete?

At EPOCH Pi, we use a variety of tools to ensure the clients’ mission and company culture are maintained. These range from proprietary values and culture integration tools that evaluate culture fit among the parties to legal structures that protect those key elements. All businesses are different, so solutions vary, but the one element that remains the same in every one of our impact investing transactions is the keen attention to the fundamental business values, culture and mission. It is hard to make a business union work—let alone achieve success—without values-aligned capital or strategic partners.

Where can I check the registration status and get detailed information about EPOCH Pi’s principals?

As the first certified B Corp investment bank in Ohio, we have committed to meeting the highest standards of verified social and environmental performance, transparency and accountability. We are legally required to consider the impact of our decisions on our employees, customers, suppliers, community, and the environment. We are proud to be part of this community of leaders that are driving a global movement of people using business as a force for good. For more information on EPOCH Pi’s principals, please visit the B Corp website. To find the EPOCH Pi principals’ registration status or license please visit FINRA Broker Check.

Are there transaction examples that show the experience of EPOCH’s principles?

Yes, please visit the transactions page on the EPOCH Pi website to see the deals that we’ve completed during our careers.