EPOCH provides investment banking services for businesses that exist to create value for all stakeholders and as a result, tend to create higher value for shareholders. Our clients range from providers of clean technology and sustainable agriculture to companies with long-established products that treat stakeholders as partners in their mission. Our services include capital formation, the generation of liquidity events and advising on strategic alternatives; and in every case incorporate the necessity to align the company’s mission, vision and values with those of its financial stakeholders. Learn more at epochpi.com.

I use the Barrett Values Centre training to assist EPOCH Pi clients in maximizing value while finding values and cultural alignment with financial partners in M&A and corporate finance transactions. This helps to ensure that the business mission and vision continue post-transaction.

The private equity affiliate of Candlewood Partners; financing middle market companies and possessing a unique expertise in the formation of ESOPs.

Middle market investment bank providing senior level attention to the achievement of client goals and vision. Left day to day involvement to start Candlewood's affiliate EPOCH ∏.