About EPOCH Financial
A commercial finance advisory firm focused on structured credit solutions for middle market companies.
Who We Are
Commercial Finance Advisory for the Middle Market
$15M+
Min. annual revenue
$1B+
Max. annual revenue
3
Core credit solution types
100%
Middle market focus
Our Firm
Structured Financing for Middle Market Companies
EPOCH Financial is a commercial finance advisory firm focused on delivering structured credit solutions for middle market companies. The firm works with businesses generating $15 million to $1 billion in annual revenue, providing financing solutions grounded in collateral performance, structural integrity, and institutional underwriting standards.
Within the middle market, capital is a core component of operating strategy. EPOCH Financial partners with management teams and financial stakeholders to structure credit facilities that enhance liquidity, support operational execution, and maintain disciplined capital efficiency. Each engagement is approached with a focus on alignment between asset quality, cash flow visibility, and long-term business objectives.
The firm's platform centers on receivable-anchored financing, asset-based lending, and selective structured capital solutions, designed to deliver dependable execution in situations where traditional lending frameworks are insufficient.
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