We have extensive experience raising debt and equity capital to finance leveraged  buyouts, acquisitions, recapitalizations, refinancings, management buyouts, and shareholder dividends.

Our process includes:

  • Performing a comprehensive financial analysis of the transaction
  • Helping you determine an optimal capital structure
  • Creating a compelling offering memorandum
  • Locating the right institutional lenders and investors
  • Negotiating closing documents

Recent Financing Transactions

M&A Thought Leadership

Gain a Competitive Edge with Our M&A Insights

Why Owners Get Premium Values

EdgePoint-The-Seller-Experience-Why-Owners-Get-Premium-ValuesThe 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.

  • Podcasts + VideosMarch 2024
    Pro Serv Podcast by Collective 54
    On this episode “The Art of Valuation: Unveiling the Secrets Behind Firm Attractiveness and Price Determination“, Tom Zucker, President and Founder of EdgePoint Capital joins host Greg Alexander to discuss key points from EdgePoint’s white paper “Why Owners Get Premium Value”  Maximize Attractiveness Attributes Minimize Value Detractors   Listen Here Download The Seller Experience: Why
Simmons Grain Company
CLIENT STORY

Liquidity and control—you can have both

We helped this leader in the organic food industry achieve unique objectives that included a dividend recapitalization, minority investment with a financial sponsor, and an augmented role for the leadership team.

Let's discuss your capital needs.