Empathy.
Results.
Our Expertise.
Personal Connections.
Achieving success in an ownership transition requires clarity about your objectives, both personal and financial. We define success on your terms and your timeline, not ours.
Tom Zucker
President & Founder, EdgePoint
Insight & Analysis

Why Owners Get Premium Values
The Seller Experience
The sale process is a daunting, time-intensive and complex trek. And, for most sellers it is a once-in-a-lifetime event. Learn the keys to creating the most successful outcome.
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ArticlesOctober 2023Here Comes the Sun(set) – Preparing for the upcoming sunset of existing Federal estate tax provisionsThe George Harrison Beatles’ song “Here Comes the Sun” can be loosely correlated with the upcoming changes to Federal estate and gift taxes. When the sun rises, we all realize that inevitably, it will also set.
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Industry ReportsSeptember 2023Business Services Industry Report Summer 2023The first half of 2023 was marked by steady deal-making activity in the Business Services sector, suggesting resilience and commitment among dealmakers
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Podcasts + VideosMarch 2023Success Beneath the SurfaceOn this episode of Success Beneath the Surface, Deborah Fell interviews EdgePoint President Tom Zucker about transitioning a family-owned business.
Industry Expertise

Business Services
Our professionals deliver unparalleled M&A counsel to our clients through extensive transactional knowledge gained from real-world leadership experience in business services, enabling us to enhance the value of your business and attract qualified buyers.

Consumer
Our professionals combine industry experience with multi-disciplinary skills to become trusted advisors and one of the most uniquely qualified M&A advisory firms in the consumer industry.

Healthcare
EdgePoint offers unique insights to clients through our extensive M&A transactional knowledge, operational leadership experience across the healthcare spectrum and a relationship approach built on senior-level engagement.

Industrials
EdgePoint’s team of professionals bring first-hand experience and expertise across multiple industrial sectors, ranging from industrial products and equipment to manufacturing processes, providing our clients with the highest-caliber M&A transactional advisement.
Recent Transactions
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