Russ Warren

Russ Warren

Managing Director

Russ serves as a Managing Director of the firm, managing client transactions, leading business development initiatives and providing leadership for the team.

He uses his extensive corporate finance experience working on exit strategies for private company owners, corporate divestitures, leveraged buyouts and clients looking to acquire businesses. His US and cross-border merger and acquisition experience, covering over 200 transactions, spans nearly all manufacturing, distribution, and services sectors.

He joined EdgePoint in 2008 from The TransAction Group, which he founded. Russ was the President, serving the merger and acquisition needs of entrepreneurs, corporations and family-owned businesses. Prior to founding the TransAction Group, Russ was Partner-in-Charge of the Mergers & Acquisitions Services practice of Ernst & Young (then Ernst & Whinney) for 10 years. He has been awarded the Lifetime Achievement Dealmaker Award from the Association for Corporate Growth. He is profiled in Who’s Who in Finance and Who’s Who in the World.

Russ’s educational background specialized in both business and engineering having earned his MBA from Harvard University and a B.S. in Electrical Engineering from Case Western Reserve University. He maintains FINRA Series 7, 63, and 79 licenses, and is also a CPA (Inactive).

Outside of work, Russ is a Trustee Emeritus of Case Western Reserve University, Vice-Chairman of the Case School of Engineering Visiting Committee, and a member of the Weatherhead School of Management Visiting Committee. He is Trustee of several not-for-profit boards, including the Harvard Business School Club of Northeast Ohio, and the Cuyahoga Valley Scenic Railroad.

Formerly, he was President of the Association for Corporate Growth, an international organization of 14,000 merger and acquisition professionals, a member of the Alumni Board at Harvard Business School and President of the Harvard Business School Club of Northeastern Ohio. He was a director of Seneca Capital Management, a private equity firm near Pittsburg and Trustee of the Alliance of International Corporate Advisors.  Russ resides in Lyndhurst with his wife Dori, and in his spare time enjoys reading and writing about the history of Northeast Ohio and an occasional round of golf.

Harvard University
Case Western Reserve University
CPA (Inactive)
FINRA Series 7, 63, 79
Professional Involvement
Director, Alliance of International Corporate Advisors
Director, Seneca Capital Management
Civic Involvement
Trustee Emiritus, Case Western Reserve University
Alumni Board at Harvard Business School
Visiting Committee, Case Western Reserve University