Our Philosophy

We were founded on a strong belief in a set of business principles that guide us in our work. These principles allow us to be free of the potential conflicts of interest created within large, multi-product financial institutions.

Integrity | Objective Advice with a Long-Term Perspective
Epstein Capital always strives for what is best for its clients and this is the root of our success. We always recommend strategies that only we ourselves would pursue were it our company or business. If we don't believe the project meets the standard we will advise against it.

Trust | Transaction Execution Experience
Epstein Capital takes on each business relationship and project with the imagination and creativity required and assures realistic and practical advice. We possess significant execution experience from bulge bracket investment banks. Companies trust us with some of the most important and complicated mergers, acquisitions, sale processes, divestitures and restructurings.

Respect | Senior Level Attention and Experience
We believe that every project is important - no matter the size. Epstein Capital provides the time, attention and participation of its Senior Management in all aspects of client interaction. From the initial evaluation phase to the final execution stage you will have a senior member of the management team directly involved in every transaction.

Impartiality | Independence and Confidentiality
We always remain impartial and uphold our client's confidence. Epstein Capital does not underwrite securities, publish securities research, or act as a lender. This enables us to avoid the potential conflicts that may arise in larger, more diversified companies. In addition, the smaller size of our company enables us to provide clients with strict confidentiality at all times.