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
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.
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ArticlesApril 2023Exchanging your Role for an Exciting RollAs 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
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Industry ReportsMarch 2023Industrials Industry Report Winter 2023Following 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
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Podcasts + VideosMarch 2023Success Beneath the SurfaceOn this episode of Success Beneath the Surface, Deborah Fell interviews EdgePoint President Tom Zucker about transitioning a family-owned business.
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.