The Work Index by Flexa

EPOCH PI

EPOCH Pi is a boutique investment bank that specializes in mergers and acquisitions, capital raising, and other financial advisory services for purpose-driven companies.

https://www.epochpi.com/
5.4

/10

Transparency ranking

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Description

EPOCH Pi is a boutique investment bank that specializes in serving "purpose-driven" companies. This means they focus on businesses that prioritize social and environmental impact alongside financial success. They offer a range of services including mergers & acquisitions, capital raising, and financial restructuring. EPOCH Pi sets themselves apart through their unique approach, incorporating cultural alignment tools and integration planning into their transactions to ensure a smooth and successful transition for both parties involved.

EPOCH Pi is committed to their mission and has earned B Corp certification, a distinction awarded to businesses that meet high standards of social and environmental performance, transparency, and accountability. They are also dedicated to giving back, committing 25% of their profits to organizations that address impediments to urban education. With a focus on maximizing value while preserving mission, EPOCH Pi strives to support companies that make a positive difference in the world.

Mission

EPOCH Pi is a boutique investment banking firm that focuses on serving purpose-driven companies, those that aim to make a positive impact on the world. They believe that success is achieved when all stakeholders, not just shareholders, benefit and aim to guide their clients through mergers and acquisitions, capital raising, and other financial transactions. EPOCH Pi emphasizes cultural alignment and integration planning to ensure that the core values and mission of their clients are safeguarded, allowing them to survive and thrive beyond the transaction. Their goal is to maximize value for their clients while ensuring their commitment to social and environmental responsibility.

Disruptor
Environmental impact driven
Social impact led
Sustainability

Culture

EPOCH Pi promotes a culture of purpose and compassion, prioritizing the well-being of all stakeholders. Their commitment to ethical practices and social responsibility is reflected in their B Corp certification, demonstrating a dedication to doing good beyond profit. The company emphasizes integrity, love, and respect, fostering a collaborative and inclusive environment where individual dreams and values are celebrated and supported.

Collaborative
Engaging
Entrepreneurial
People-first
Progressive
Supportive
Transparent

DE&I

EPOCH Pi is a certified B Corporation, demonstrating their commitment to social and environmental responsibility. Their core values emphasize love, respect, and valuing differences, suggesting a company culture that strives for inclusivity. The company's leadership team includes individuals with diverse backgrounds and experiences, further indicating a dedication to diversity.

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