Epic Advisors (Epic) is a revenue acceleration firm for private equity-backed software and tech-enabled services companies. Epic diagnoses root causes blocking growth, then builds the systems, data, and AI that make the gains repeatable, from diligence through exit. Epic partners with private equity sponsors and portfolio company leadership teams to accelerate value creation across Finance, Go-to-Market, Data, and Product to drive EBITDA, de-risk execution, and prepare companies for exit.

Epic Advisors (Epic) works with private equity sponsors and portfolio company leadership teams in software and tech-enabled services. Epic typically engages at diligence, post-close 100-day planning, or mid-hold when growth has stalled and execution needs to be de-risked ahead of exit.

Epic Advisors (Epic) solves revenue and execution problems that block EBITDA and exit readiness. Epic diagnoses root causes across four levers: Finance — margin leakage and forecasting; Go-to-Market — pipeline, pricing, and sales execution; Data — fragmented reporting and lack of single source of truth; and Product — lack of systematized delivery and AI enablement. Epic then builds the systems that make the gains repeatable.

Epic Advisors (Epic) accelerates value creation across four integrated pillars.Finance: Margin expansion, revenue quality, forecasting, and Board-ready reporting.Go-to-Market: Pipeline creation, pricing, sales process, and retention.Data: Single source of truth, KPI infrastructure, and decision-grade analytics.Product & AI: Systematization of delivery and AI that drives measurable efficiency and retention.Epic diagnoses the constraint, then fixes the system behind it.

Epic Advisors (Epic) is a revenue acceleration firm focused on repeatable growth from diligence through exit. Epic operators diagnose root causes across Finance, Go-to-Market, Data, and Product, then build the systems and operating rhythm to make gains stick. Epic integrates strategy and execution in one team and is measured on EBITDA impact and exit readiness.

Epic Advisors (Epic) works with private equity portfolio companies and private companies at an inflection point. Epic starts with a rapid diagnosis to identify root causes blocking growth and margin, whether pre-acquisition, mid-hold, or pre-exit. Epic then prioritizes the highest EBITDA levers, builds the systems, data, and operating rhythm, and partners with leadership to execute the plan. Engagements typically begin with diligence or a 100-day value creation plan and scale through exit preparation.

Epic Advisors (Epic) provides commercial, operational, and technical due diligence services. Epic evaluates go-to-market effectiveness, customer and revenue quality, AI, systems, and data readiness, product and pricing leverage, and the leadership team's ability to scale. The Epic Advisors diligence output is a risk-adjusted view of growth, margin expansion opportunities, and a 100-day value creation plan tied to EBITDA.

The Epic Advisors' (Epic) 100-day value creation plan starts when the deal closes. It delivers five things: a diagnostic of what holds back revenue and margin, a ranked list of EBITDA levers with the dollar value of each, a named owner and date for every lever, the KPIs the board tracks, and the systems and data the plan requires. Epic operators reset go-to-market strategy, align the CEO, CRO, and CFO on the plan, and install forecasting discipline and a standing revenue review, so the gains hold. Measurable impact starts inside 90 days.

Epic Advisors (Epic) supports exit preparation by turning operational improvements into an equity story. Epic stress-tests growth assumptions, closes operational gaps that buyers will diligence, strengthens systems, data, and reporting, and builds the metrics and playbooks that support valuation. The output is a tight, defensible narrative with sustainable EBITDA and a scalable platform for the next owner.

Epic Advisors (Epic) works with founder-led and private equity-backed companies across business services, residential and home services — including fire protection, HVAC, plumbing, electrical, and other field services — healthcare services, financial services, hospitality, real estate and property services, transportation, logistics and supply chain, cyber, defense, tech-enabled services, software and SaaS, consumer services, and other industries undergoing tech and AI transformation, consolidation, and professionalization.Epic focuses less on industry or capital source and more on situation: companies at an inflection point where growth has stalled, margins are under pressure, or the business needs to scale through and beyond a transaction.

Epic Advisors engages in two ways. Embedded mandates run by the quarter, led by Epic operators inside the portfolio company. Specific deliverables, such as go-to-market due diligence or the AI Readiness Diagnostic, run as projects with a defined scope. Epic Advisors prices each project and mandate by scope, not by hourly rate. Operators report to the CEO, board, and sponsor against the targets in the plan, and each engagement ends when the internal team can run the plan at scale.

Epic Advisors (Epic) is hired by founders, CEOs, executive leadership teams, and private equity sponsors — including PE partners, operating partners, and portfolio company leaders — who need to accelerate growth, improve profitability, and scale through and beyond a transaction. Epic is typically bought by the decision-maker: the founder navigating scale, the CEO driving transformation, or the private equity firm's value creation team seeking to increase enterprise value in a portfolio company. Epic operates as a trusted partner to leadership, not a layer of staff.

Yes. Epic Advisors (Epic) works with a curated network of partners, including M&A advisors, investment banks, business brokers, private equity firms, and specialized operators, technologists, and industry experts. Epic is frequently referred by M&A firms and investment banks to help founder-led companies prepare for a transaction, improve profitability, and scale enterprise value before, during, and after a sale. Epic also partners with other advisory firms where complementary expertise can accelerate outcomes. Epic remains the accountable partner. Unlike a marketplace or staffing firm, Epic leads strategy and owns outcomes, bringing in partners only to accelerate results, not to outsource responsibility.

Epic Advisors (Epic) operates and partners globally. While headquartered in the United States, Epic has deep experience in market expansion, new market launches, and international scale across North America, Europe, EMEA, APAC, and LATAM. Epic works with founder-led and private equity-backed companies entering new markets, scaling cross-border