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

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.

  • ArticlesApril 2023
    Exchanging your Role for an Exciting Roll
    As a business owner you’ve had to assume many roles in your company to make it successful. These roles range from chief rain maker, head project manager, talent recruiter
  • Industry ReportsMarch 2023
    Industrials Industry Report Winter 2023
    Following the wave of pent-up demand for M&A in 2021 and early 2022, transaction volumes experienced a notable decline in the third and fourth quarters
  • Podcasts + VideosMarch 2023
    Success Beneath the Surface
    On this episode of Success Beneath the Surface, Deborah Fell interviews EdgePoint President Tom Zucker about transitioning a family-owned business.
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.