About Us

The EdgePoint Distinction

There are a number of unique attributes that distinguish EdgePoint Capital Advisors from other firms. These attributes include:

Middle Market Focus
EdgePoint is focused on serving companies in a multitude of industries. While the professionals at EdgePoint have worked with Fortune 100 level companies and participated in sophisticated activities including asset securitizations, international acquisitions and Initial Public Offerings (IPO), we desire to be significant to our clients. We bring this experience to middle market privately-held businesses which comprise the largest segment of economic activity in our area. The level of professionalism, service and financial and business experiences is unmatched by our competition. We are passionate about the market and clients that we serve.

Transaction Experience
Our professionals have collectively closed over 150 complex transactions across many different industry sectors, including many cross-border transactions. When clients hire EdgePoint Capital Advisors, they get decades of experience with nearly every kind of transaction across multiple industry sectors. That’s a track record of proven experience and success on which you can rely.

Strategic Insight
The professionals of EdgePoint Capital Advisors apply creativity, imagination and innovation to every client engagement. This is due in part to a diversity of experience among our professionals that includes business ownership, investment banking, senior-level operations, and equity placement experience. While we rely heavily on our knowledge and previous experience, we seek personalized solutions for every client situation.

Uncompromised Advice
Because EdgePoint Capital Advisors 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 whether financial or personal. Our interests are fully aligned with those of our clients.

Relationship Approach
EdgePoint treats each client engagement as a long-term relationship. We provide individualized advice and solutions that lay the groundwork for our clients’ success over time. We are not successful unless our clients are successful. Our clients also benefit from the deep network of relationships and resources that we have developed over time. That is why our tagline is "We take a relationship based approach to a transactional business".