Disciplined Process

EdgePoint's proven process of leading closely held business owners through ownership transitions is unmatched. The disciplined process provides a high level of certainty to executing a transaction on the best terms and pricing the market has to offer. Having completed hundreds of transitions, EdgePoint realizes that each ownership situation requires a custom solution guided by experienced M&A advisors.

Unbiased Advice

Because EdgePoint Capital is independent and free from products, research, or client conflicts we provide unbiased advice and execution. Clients benefit from the collective wisdom, knowledge, and experience of all of the firm’s professionals. Our advice is rooted in maximizing value for the owner and achieving their objectives, both financial and personal. Our interests are fully aligned with those of our clients.

Leadership

EdgePoint's experienced investment banking professionals offer a rare blend of business ownership experience with proven financial and transaction experience. The firm’s leaders understand and respect the financial and emotional side of selling your business. EdgePoint's team of investment banking professionals has executed hundreds of investment banking transactions for owners of closely held businesses.

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Insights

Charitable Planning Technique for Selling Shareholders

For owners fortunate enough to have a business value that exceeds what they need to support their retirement lifestyles, many options on reducing estate taxes and taxable gain on a sale of the business are available. One option involves giving significant money to charities, while passing an equivalent amount to their children/heirs—estate tax free—and while avoiding tax on the sale of their business. Even for owners not particularly charitably inclined, this strategy offers the ability to avoid tax, make a large charitable gift, and still deliver more money to children (heirs) as a resul

Read more about Charitable Planning Technique for Selling Shareholders

International

EdgePoint's international access has enabled them to successfully complete 20 cross border transactions, of which 3 were consummated in the last year.

What Our Clients Say

James Weaver

Former owner and President

Geartec, Inc.

“Several years ago, I received an offer to buy my company. It was interesting, but seemed low, so I engaged EdgePoint to advise me. EdgePoint promised an orchestrated bidding process to achieve the greatest value and delivered much more than promised. I was and remain delighted with every aspect of the process. The professionalism and attention to detail with my better interests always in mind were exceptional.”

Michael Lipscomb

President & CEO

SIFCO Industries (NYSE: SIF)

“EdgePoint was the right choice for our divestiture. They gave us small firm attention and big firm results. They brought to the table a synergistic UK buyer that is the perfect fit for our industrial equipment, supplies and service business, and then they got the job done.”

Denny Crews

President & CEO

Omega Sea

"EdgePoint provided expert guidance during my ownership transfer process. They presented strategic and financial buyers and helped me understand the advantages of both options. They did an outstanding job."