Epiphany Family Enterprises is a private investment firm dedicated to acquiring and operating small to mid-sized businesses, providing lucrative exit strategies for current owners. The company focuses on business-to-business and business-to-government sectors, emphasizing enterprises with recurring revenue streams, high barriers to entry, and low customer concentration. Their mission is to build and sustain businesses for the long term, ensuring stability and growth for all stakeholders.
Key Strategic Focus
Epiphany Family Enterprises targets businesses with total enterprise values between $5 million and $15 million, stable positive cash flows, and EBITDA margins exceeding 10%. They prioritize companies where leadership is prepared to transition to new ownership, including family businesses seeking succession solutions and corporations looking to divest. Industries of interest include business services, manufacturing, and distribution, with a particular emphasis on the re-onshoring of industry. The firm remains open to opportunities outside these sectors if other criteria are met.
Leadership Team
The company is co-founded by Emily Wade and Thayer Wade.
- Emily Wade: Before establishing Epiphany Family Enterprises, Emily served as a management consultant at Boston Consulting Group, specializing in operations for aerospace, defense, and industrial goods. She also worked as a field engineer at Fluor Corporation, contributing to major infrastructure projects like the Vogtle Nuclear Power Plant and the Tappan Zee Bridge. Emily holds an MBA from Harvard University and a B.S. in Civil Engineering from the University of Notre Dame.
- Thayer Wade: Thayer's experience includes roles at Vestria Capital, where he was involved in sourcing and evaluating deals, interfacing with capital providers, and managing daily operations. At Morgan Stanley, he contributed to building a new division in the wealth management segment by acquiring founder-operated registered investment advisors. He also worked at Maximus, focusing on business development for robotics process automation and AI-based tools. Thayer earned a B.A. in Electrical Engineering, cum laude, from Harvard University.
Competitor Profile
While Epiphany Family Enterprises operates in a niche market, several firms engage in similar investment and acquisition activities. Notable competitors include:
- The Epiphany Group: A private asset management company focusing on real estate and vertically aligned businesses, managing over $85 million in assets.
- Epiphany Inc: A NetSuite Solution Provider and SuiteCloud Developer, specializing in custom software and IT services.
- Epiphany Farms Hospitality Group: A hospitality group practicing sustainable farming techniques, operating multiple restaurants and event spaces.
Strategic Collaborations and Partnerships
Epiphany Family Enterprises seeks to collaborate with business owners ready to transition, offering tailored solutions that align with the firm's long-term operational goals. By focusing on businesses with strong fundamentals and growth potential, they aim to create value for all parties involved.
Operational Insights
The firm's strategic approach involves identifying businesses with stable cash flows, strong market positions, and leadership teams prepared for transition. By focusing on sectors with high barriers to entry and low customer concentration, Epiphany Family Enterprises aims to mitigate risks and ensure sustainable growth.
Strategic Opportunities and Future Directions
Looking ahead, Epiphany Family Enterprises plans to expand its portfolio by acquiring businesses that meet their stringent criteria. Emphasizing long-term ownership and operational excellence, the firm is committed to fostering growth and stability in the businesses it acquires, contributing positively to the broader economic landscape.
Contact Information
For more information, visit the official website of Epiphany Family Enterprises.
