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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ArticlesJanuary 2025Pitfalls of a Less Engaged OwnerBusiness is a highly intellectual sport which requires engaged leadership to succeed. Leverage of time is an elusive concept for owners. “Delegate and elevate” is a mantra that pervades every business consultant’s messaging.
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Industry ReportsDecember 2024Healthcare Industry Report Fall 2024Healthcare M&A activity has been strong in the last two quarters, leading to a more favorable outlook for the end of 2024 and beginning of 2025. A backlog of private equity exits,
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Podcasts + VideosMarch 2024Pro Serv Podcast by Collective 54On 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.