Your corporate transaction should achieve maximum financial value without sacrificing organizational core values.

That’s why we’re here.

EPOCH Pi is a boutique M&A and corporate finance firm that 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.

Business value is driven by profitability, and profitability is driven by a purpose that resonates with stakeholders. That is why we believe in purpose beyond profit and became a certified B Corporation.

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

EPOCH Pi is a purpose-driven investment bank that helps conscious companies maximize value and 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.