Epic Partners

What is Epic Partners?

Epic Partners, established in 2001, operates as a merchant banking and advisory firm specializing in the education and training sector. The firm engages in providing capital and strategic resources to lower middle-market companies, leveraging their extensive experience in private equity investments and investment banking.

With an investment approach that includes a wide range of financing structures—such as subordinated debt with warrants, preferred stock, and common equity—Epic Partners is known for their flexibility. Alongside solo ventures, they often co-invest with other private equity firms.

Targeting established businesses with robust management teams, they generally look for companies with at least $2 million of EBITDA, though they are open to occasionally considering those with less. Without imposing a maximum on investment size due to their access to substantial capital, Epic Partners is prepared to make both control and non-control growth capital investments.

Their generalist perspective cuts across many sectors, including business services, healthcare, and education subsectors. Nonetheless, the education and training sector emerges as their area of pronounced expertise, shaped by a majority of their historical investments.

Over thirty-five years of collective experience allows the principals of Epic Partners to support management teams in developing industry-leading companies. Beyond offering financial investment, they actively contribute as board members, providing industry insights, operational advice (covering sales, marketing, personnel, regulatory issues), and guidance on financing decisions and exit strategies. Their commitment to the sectors they focus on not only yields a superior flow of investment opportunities but also ensures efficient and informed evaluation of potential investments.