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

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    Business Services Industry Report Summer 2023
    The first half of 2023 was marked by steady deal-making activity in the Business Services sector, suggesting resilience and commitment among dealmakers
  • 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

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.