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EPAM · Technology · Information Technology Services · Market cap $10.53B

2 funds in our archive have pitched EPAM Systems — most recently White Falcon Capital Management Partner Strategy in June 2026.

Company profile

EPAM Systems, Inc. is a leading global provider of comprehensive digital platform engineering and software development solutions. The company's extensive service portfolio includes: Engineering Services: From initial requirements analysis and strategic platform selection to tailored customization, seamless cross-platform migration, and robust implementation and integration of new systems. Infrastructure Management: Covering the full lifecycle of software development, rigorous testing, and ongoing maintenance across private, public, and mobile infrastructures. This includes overseeing operations for applications, databases, networks, servers, storage, and broader systems management, alongside proactive monitoring, incident notification, and rapid resolution. Maintenance and Support: Ensuring the sustained performance and reliability of client systems. Operational Enhancement: Delivering solutions that streamline processes through integrated engineering practices and intelligent automation. Optimization Services: Focused on quality assurance, these include advanced software application testing, meticulous test management, automated testing, and consulting to elevate clients' existing QA practices. They also provide specialized testing to uncover potential threats and fortify business systems against information loss and cyber vulnerabilities. Consulting and Advisory: Offering expert guidance across various domains such as business strategy, user experience, technology roadmaps, data analytics, and technical advisory. Design and Innovation: Crafting digital and service design solutions, encompassing strategic planning, creative execution, and program management. Additionally, EPAM drives physical product development, leveraging cutting-edge technologies like artificial intelligence (AI), robotics, and virtual reality (VR). EPAM caters to a diverse global clientele across numerous sectors, including financial services, travel and consumer goods, software and high-tech, business information and media, and the life sciences and healthcare industries. Established in 1993, the company maintains its headquarters in Newtown, Pennsylvania.

Fund coverage · 2 theses

  • White Falcon Capital Management Partner Strategy
    June 2026

    EPAM Systems has a resilient business and net-cash balance sheet, trades at a low multiple, and is expected to benefit from rising demand for trusted engineering partners as AI deployment and integration become more important.

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  • White Falcon Capital Management
    December 2025

    EPAM Systems is an engineering-led IT services firm positioned to benefit from cloud modernization and AI-driven custom development with attractive valuation and mid-to-high teens growth prospects.

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