The team
Operators who've
held the seat.
Every person at Epic has sat inside finance functions — not just consulted on them. We know what it actually looks like when the close runs late, when the model breaks before the board meeting, and when the CFO is the last one to find out.
I built Epic because the firm I wanted to hire didn't exist.
I spent years in Big 4 audit watching great finance teams struggle under the weight of work that should have been automated, eliminated, or redesigned. Then I moved to the operator side — eventually as VP and National Head of Private Equity at Embark — and saw the same patterns from inside the portfolio: talented CFOs buried in close cycles instead of driving the strategic agenda, FP&A teams maintaining models instead of informing decisions, PE sponsors flying blind between board packages.
The consulting firms serving those companies were good at diagnosing problems. They were less good at building solutions that stayed fixed after they left. I wanted to build something different: a firm that goes deep on a short list of finance problems, builds the infrastructure to solve them, and hands it off clean.
That's what Epic is. No bench model, no retainer dependency, no juniors running client meetings. Operator-grade work from people who've held the seat.
The difference
PE-backed experience
changes everything.
We know the investor lens
Having sat on the sponsor side, we know what PE firms look for — and what makes a portfolio company finance function look broken from 30,000 feet. We build for both the CFO and the board package.
We've seen the deal pressure
Add-on acquisitions, carve-outs, management reporting redesigns under LOI timelines — we've seen what happens when finance infrastructure isn't ready for the next event. We build it so it is.
We understand hold period pressure
PE timelines are 3–7 years. Every project we take on is scoped with that in mind — the question isn't just "does this work?" but "does this still work in Year 5 when the team has turned over twice?"
Join us
Want to do this work?
We're always looking for exceptional finance operators and data professionals. If you've lived inside PE-backed companies and want to build the consulting firm you wish existed, reach out.