We are a middle market investment bank financing the purpose economy. We provide a set of interconnected services for companies focused on producing both financial and social returns. Services include raising capital, creating liquidity events and advising on strategic alternatives. Most companies a…
We are a middle market investment bank financing the purpose economy. We provide a set of interconnected services for companies focused on producing both financial and social returns. Services include raising capital, creating liquidity events and advising on strategic alternatives.
Most companies at some point in their journey will need capital for growth or acquisitions. They’ll choose to acquire a business that compliments their strategy or merge with another who has a similar purpose and brings something of value to the mix. These are unique events that need outside resources.
The success of a transaction is measured months, and probably years, after the closing. We understand what drives that success – aligning values and purpose as well as attaining attractive economic terms - and incorporate all of it into the process. What we do is pursue the long-term success of a transaction while still addressing the immediate needs in the most effective manner. It’s about aligning dreams and values with practical realities.
The best solution might call for us to collaborate with other investment banking firms that have unique industry or transactional expertise, and we will be the first to suggest that. Remember, we measure our success by your success. Our dream is your dream.
EPOCH Pi LLC is associated with Candlewood Partners and transactions involving securities are completed through Candlewood Securities LLC, an affiliate of EPOCH Pi LLC and member NASD.
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