Private Equity

The EPOCH Approach

EPOCH helps lower-middle and middle-market companies choose the right non-controlled or controlled equity partner that can assist them to improve their operating performance and profitability while maximizing the sustainable strategic value of their business. Our goal is to facilitate a partnership between each client and the right private equity investor in which an alignment of interests results in a win/win for each long term.

At EPOCH we believe a number of factors set us apart from other firms.

First, each client receives senior-level personal attention.

Second, our approach is collaborative and we take the due diligence process seriously since it is essential to a successful transaction. We take the time to get to know each client and to understand the company’s operational and financial goals and needs in depth before recommending an investment partner.

Third, we work with each client every step of the way before, during and after a transaction is completed.

Fourth, we work closely with a broad range of specialist and generalist private equity firms, which enables us to identify the partner that will be the best fit for every client.

We encourage you to begin a conversation with us to better understand the private equity options available to you, as well as EPOCH’s unique approach to allow your company to realize its full potential.

Our Client Companies

We seek to work with companies with:

  • Revenues of $10 million - $500 million plus
  • EBITDA of $2 million to $50 million plus
  • The demonstrated ability to generate excess cash flow
  • A proven, competitive position
  • Sustainable or growing margins
  • Seasoned and experienced management teams with strong entrepreneurial drive

Our private equity partners work in junction with existing management teams to identify, develop and achieve mutual value-enhancing goals. Every transaction is unique and tailored to each company’s individual needs.

Sectors Served

Our industry expertise is wide ranging, positioning us to serve leading companies in nearly any industry, including:

  • Business Products and Services
  • Consumer and Retail
  • Distribution
  • Energy
  • Financial Services
  • Food and Food service
  • Healthcare
  • Industrial and Manufacturing
  • Materials and Resources
  • Safety and Safety Products
  • Security, Defense and Government Services
  • Technology and Telecom
  • Transport and Infrastructure