
lynn carpenter
co-founder
About
EPOCH Pi - Purposeful Investment Banking
united states
cleveland
investment banking
-
Experience

co-founder
epoch pi | purposeful investment bank

director
candlewood partners, llc
* Candlewood Partners is an investment bank specializing in complex transactions including financial restructurings, reorganizations, leverage buyouts, and recapitalizations. * Performed extensive financial modeling for complex transactions including restructurings, reorganizations, leveraged buyouts, and recapitalizations * Developed, evaluated and help implemented business strategies and operating plans on behalf of clients, both out-of-court and in-court, including financial projections and cash flow analysis * Sourced and structured flexible financing alternatives on behalf of clients or in conjunction with a Candlewood principal investment opportunity * Assisted in negotiating the purchase and sale of operating assets on behalf of or from distressed businesses * Supported debtors and unsecured creditors in Chapter 11 Reorganizations and liquidations * Evaluated opportunities for potential direct investment in debt and/or equity securities of businesses that were financially distressed

associate
morgenthaler ventures

director of acquisitions
fountains retirement communities
* The Fountains Retirement Communities was an owner-operator of 15 senior housing communities throughout the U.S. As part of the acquisitions team, my responsibilities included: * Preparing and presenting acquisition and development analysis and recommendations, including financial and market feasibility assessments of senior independent living, assisted living and skilled nursing communities. * Coordinating full scale due diligence of acquisitions, including management of various specialty teams and worked with operations to facilitate ownership and organizational transition and integration. * Assisting and coordinating budget and business plan development for the Company * s acquisitions, developments, and expansions.

director
south franklin street partners
* South Franklin Street Partners is a mezzanine fund providing junior capital to privately held, middle market companies for growth, liquidity, or to support the establishment of Employee Stock Ownership Plans (ESOPs). SFSP's investment size, alone or in partnership, typically ranges from $2 million - $10 million, in companies with revenues from $10 - $150 million. * As part of a small team, my responsibilities include all aspects of fund investments and fund operations, including: * New deal sourcing, evaluation, due diligence, financial analysis, and processing * Negotiating all legal and related transaction documents * Post-closing board representation, strategic analysis, acquisitions, and planning at portfolio companies * Managing limited partner and SBA relationships

vice president
keybank

partner
epoch pi
EPOCH Pi provides investment banking services for impact and conscious companies - businesses that provide financial as well as social returns. These businesses are interested in creating value for all stakeholders including employees, customers, suppliers, community, and environment. Impact companies range from providers of clean technology and sustainable agriculture to manufacturing companies with established products that treat stakeholders as partners in their mission. Our services include capital formation, the generation of liquidity events and advising on strategic alternatives; and in every case incorporate the alignment of the company’s mission, vision and values with those of its financial stakeholders. Learn more at epochpi.com.
Education
fisher college
miami university
finance
lynn carpenter's Contact Information
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