Our guest is Pablo Guevara of Epoch Pi in Cleveland, OH. The interview topic is "Purposeful Investing."

EPOCH Pi was created in 2015 with the intent of creating a better world through business. EPOCH Pi is focused on helping purposeful companies thrive and flourish. Whether they think of themselves as impact, conscious capitalists, benefit corporations, social enterprises or purpose-driven leaders, they are for-profit businesses that are endeavoring to generate social as well as financial returns.

When it comes to mergers and acquisitions, the path to greater transaction success includes adding culture assessment tools and thoughtful integration planning to the M&A process. EPOCH Pi utilizes proprietary culture tools to provide insights into the parties’ alignment around values and mission and then uses corporate structure and thorough integration planning to address areas of concern.

We are seeing a shifting mindset and the growing belief that business can be a force for good. Where companies are led by values-driven leaders who believe that success is about growing a business with purpose and creating value for all their stakeholders.