Capital Advisory
EdgePoint’s creativity and access to capital enables our clients to support and fund their growth initiatives.
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.
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How to Protect Your Employees and Culture Through a Sale
Most business owners care more about people than the terms of M&A transactions. While valuation and indemnification terms often top the list of transaction priorities, many middle market business owners
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Healthcare Industry Report December 2025
Healthcare M&A remained strong in 2025, supported by improving capital markets and renewed private equity exit activity. Investors favored scalable platforms with recurring revenue and margin expansion potential. Momentum
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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 Alexande
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.