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.

  • Industry ReportsDecember 2023
    Healthcare Industry Report Fall 2023
    Deal activity continued its downward trend in the third quarter of 2023. EdgePoint estimates 330 deals were announced or completed in Q3,
  • Podcasts + VideosDecember 2023
    M&A Masters
    In this episode of M&A Masters podcast, Tom Zucker, President and Founder of EdgePoint Capital joins Patrick Stroth to share M&A Insights.
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.