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

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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.

  • ArticlesApril 2024
    Business Owners: What Are You Running Towards?
    A seasoned business investor once told me that business owners are either running away or towards something. He clearly stated that he avoids owners running from something and endears himself towards those with a strong purpose towards their
  • Industry ReportsJune 2024
    Healthcare Industry Report Spring 2024
    Though the overall volume of M&A is not as robust as in years past, the healthcare deal market is in a strong position. The uncertainty of 2023 caused by inflation and rising interest rates has subsided,
  • Podcasts + VideosMarch 2024
    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 Alexande
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.