Ohio, United States
Other financial services
Service with Minor Environmental Footprint
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.
Overall B Impact Score
Governance evaluates a company's overall mission, engagement around its social/environmental impact, ethics, and transparency. This section also evaluates the ability of a company to protect their mission and formally consider stakeholders in decision making through their corporate structure (e.g. benefit corporation) or corporate governing documents.
What is this? A company with an Impact Business Model is intentionally designed to create a specific positive outcome for one of its stakeholders - such as workers, community, environment, or customers.
Previous Overall B Impact Scores
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