B Impact Report

Logo for EPOCH PI


Advisory and Investment Banking Services
Certified Since: March, 2017
Location: Cleveland, Ohio, United States
Sector: Service with Minor Environmental Footprint

Overall B Impact Scoreinfo_outline


The B Impact Scores are being compared against all businesses that have completed the B Impact Assessment

EPOCH PI provides independent, strategic advice to purpose-driven and culture-rich companies regarding raising debt and equity capital for growth and on mergers, acquisitions, divestitures, ESOPs, recapitalizations or selling a business. Identifying the best strategic option given the mission and vision of the company, as well as the best financial or strategic partner, requires a new approach. EPOCH uses proprietary culture tools to give insights into the parties’ alignment around values and mission and then uses corporate structure and thorough integration planning to address areas of concern. Financial terms are critically important, but evaluating the alignment of values, structuring the transaction to protect them, and creating a thoughtful integration plan are key to a transaction’s longer-term success.

EPOCH believes transaction success should be measured two or three years after the transaction closes, not simply because it did close. An ideal transaction creates shared success for multiple stakeholders (investors, employees, suppliers, customers, community). Success should be measured by asking whether it delivered the intended goals and whether it safeguarded the company’s mission and values.

Best for the World Honoreeinfo_outline

linkBest for Workers 2018

Impact Area Scoresinfo_outline