Our Difference

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The unique attributes that distinguish EdgePoint from other investment banking firms include our middle market focus, transaction experience, strategic insight, unbiased advice and relationship approach.

Middle Market Focus

EdgePoint is focused on serving middle-market companies in a variety of industries. EdgePoint’s professionals have worked with top investment banks and Fortune 100 level companies. While we have successfully completed complex transactions including initial public offerings and asset securitizations for Fortune 100 companies, our professionals prefer being significant to our privately-held clients. We prefer guiding a first time seller through the nuances of a transaction and assisting their employees and family through this important transition. Our level of professionalism, commitment to service, and financial and business experiences are unmatched by our competition. We are passionate about the market and clients we serve. Our relationships, approach and experience make EdgePoint uniquely qualified to serve middle-market companies.

Transaction Experience

Our investment banking professionals have collectively closed over 300 complex transactions across many different industry sectors, including cross-border transactions involving investment bankers from around the world. When clients hire EdgePoint, they receive decades of experience in nearly every type of transaction and industry sector. You can rely on the EdgePoint track record of proven success.

Strategic Insight

EdgePoint's investment banking professionals apply strategic insight to every client engagement. This is due in part to a diversity of experience among our professionals that includes business ownership, senior-level operations, equity placement experience and investment banking. We leverage our knowledge and previous experience to develop personalized solutions for every client situation.

Unbiased Advice

EdgePoint is able to provide unbiased advice and execution because we are independent and free from products, research and client conflicts. Clients benefit from the collective wisdom, knowledge and experience of every professional at the firm. Our advice is rooted in maximizing value for our clients and achieving their objectives, both financial and 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. We are not successful unless our clients are successful. Our clients benefit from the deep network of relationships and resources that we have developed over time. We are not just selling a company…we are selling your company. We take a relationship based approach to a transactional business.™

© 2017 EdgePoint | 2000 Auburn Drive, Suite 330, Beachwood, OH 44122 | Phone: 216-831-2430