Tom serves as the President of the firm, managing client transactions, overseeing its day-to-day management and executing strategic initiatives.
Tom uses his extensive business and financial experience to assist business owners in completing transition events, acquisitions or recapitalizations. His diverse experiences range from executing corporate divestitures for General Electric to assisting small closely held businesses in executing family ownership transitions.
Prior to founding EdgePoint, Tom had almost a decade of financial and transactional experience at Ernst & Young and Arthur Andersen. Early in his career, Tom had a significant experience participating in a family business. He is active in several civic and professional leadership roles. He is also an advisor and board member of several private and public companies.
Tom’s educational background included a B.S. in Accounting from Case Western Reserve University. Tom is also a CPA (Inactive) and maintains the FINRA Series 7, 24, 28, 63, and 79 licenses.
Gilmour Academy - Board of Trustees
Past Board Member - Association of Corporate Growth