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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Selling Your Facility Services Company to a Private Equity Platform: What Owners Should Know
Across HVACR, Electrical, Plumbing, Roofing, Fire Protection, Landscaping, and other adjacent segments of the Facility Services market, private equity (“PE”) backed platforms are “rolling-up” local and regional operators at a pace ...
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Business Services Industry Report March 2026
The Business Services sector demonstrates sustained M&A activity, fueled by investor demand for recurring revenue in fragmented industries.
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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 Alexander ...
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.