EPOCH PI Sustainability - SustainabilityTracker.com

Sustainability Summary

This is an unclaimed profile. EPOCH PI has not joined Sustainability Tracker to verify their sustainability credentials. We gathered what we could from public sources.

What do our labels mean?

EPOCH Pi presents ESG as a material factor in mergers and acquisitions, capital raising, ownership transition, and valuation. Its content focuses on ESG due diligence, stakeholder engagement, cultural alignment, and post-transaction integration. The firm describes itself as a Certified B Corp investment bank and says it uses cultural alignment tools and integration planning in its financial advisory services. Across its articles, EPOCH Pi emphasizes evaluating environmental, social and governance risks, reviewing sustainability programs, and tracking ESG metrics and reporting frameworks such as GRI, SASB, IRIS+, and the UN Sustainable Development Goals.

About EPOCH PI

Status
Unverified

Website
Visit Website

Employees
1 - 5

Country
United States

EPOCH PI Sustainability Actions

Published ESG due diligence guidance

ESG due diligence can help buyers identify ESG-related risks which may impact the overall deal structure and valuation. Industries like energy, manufacturing, healthcare services, or food production will likely have some form of sustainability initiatives established prior to a sale, and these industries typically encounter greater ESG due diligence from buyers than other industries which are less traditionally ESG focused.

Used ESG standards in analysis

There are several ESG metrics that are used, ranging from the Sustainability Accounting Standards Board Standards, Climate Disclosure Standards adoption of the United Nations Sustainable Development Goals, and the Global Reporting Initiative Standards.

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Advised on post-transaction ESG

At EPOCH Pi, we specialize in M&A and capital raising. As a Certified B Corp investment bank, we use cultural alignment tools and integration planning for all of our financial advisory services in order to maximize value for our purpose-driven clients and find the most values-aligned parties.

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Highlighted ESG reporting practices

Conduct regular assessments of the ESG activities post-transaction. Establish a reporting timeline using the Global Reporting Initiative (GRI), Sustainability Accounting Standards Board (SASB) guidelines and/or any additional rankings or ratings systems that can help your company identify KPIs and work to implement solutions for data collection, analytics and reporting.

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