Epic Partners

Epic Partners

Epic Partners operates from New York as a private equity and merchant banking firm focused on the lower middle market. The firm concentrates on North American companies with at least three years of operating history, revenues between $10 million and $50 million, and minimum EBITDA of $2 million. Its capital supports buyouts, growth equity, and recapitalizations, with an investment posture that incorporates operational engagement alongside financial backing. Epic Partners targets three core sectors: education, healthcare services, and business services. Within education, the firm backs companies providing instructional platforms, workforce training, and operational tools for schools. Healthcare services investments range from physician practice management to outsourced clinical and administrative services. Business services includes B2B outsourced solutions, professional services firms, and niche industrial service providers. The firm's deal structures span control buyouts, minority growth investments, and management-led recapitalizations, with an expressed interest in complex or transitional situations where operational expertise can unlock value. The firm maintains a lean structure typical of lower middle-market private equity shops, sourcing deals through intermediary networks, proprietary outreach, and sector-specific relationships. Epic Partners deploys capital on a deal-by-deal basis rather than through a blind pool fund, which provides flexibility in structuring and holding periods. As a merchant bank, the firm can commit capital from its own balance sheet alongside co-investors, a structure that aligns its interests directly with management teams and selling shareholders. Epic Partners' merchant banking model distinguishes it from traditional private equity funds. Without a fixed fund life or mandated deployment timeline, the firm can hold portfolio companies for extended periods when value creation remains active, and can structure transactions as all-equity, partially financed, or in combination with co-investors. This architecture suits founder-led businesses seeking a partner who can provide patient capital and operational guidance without the constraints of a typical fund cycle.