Asset Liability Focus EPG specializes in Asset Liability Management for community banks, presenting a sales opening to offer tailored balance sheet optimization tools, risk analysis, and investment advisory services that complement their core offerings.

SEC Registered Advantage As an SEC registered investment advisor, EPG can be positioned as a compliant, regulated partner for institutional-grade investment strategies, creating opportunities to upsell advanced advisory, compliance, and governance solutions.

Midmarket Target With 11-50 employees and revenue between 1M-10M, EPG sits in a midmarket niche where scalable technology, analytics, and outsourcing services can accelerate efficiency, regulatory reporting, and client service delivery.

Tech Stack Synergy Leverage their use of analytics and cloud infrastructure (HubSpot Analytics, Cloudflare, MySQL) to propose integrated martech, data integration, and security enhancements that streamline client onboarding and portfolio monitoring.

Growth Opportunities Recent expansion potential and a growth-minded profile suggest opportunities for consulting, financial technology modernization, and scalable investment platforms to support broader asset management and advisory capabilities.