EdgePoint Newsletter
November 2015

WHAT TO DO WHEN LESS IS MORE: Planning and Managing a Corporate Divestiture
By Russ Warren, EdgePoint and Lori Siwik, SandRun Risk

Strategy is as much about what you do not do as it is about what you do, says Harvard's Michael Porter in his classic Harvard Business Review article, "What is Strategy?"

"Leading companies view divestments as a fundamental part of their capital strategy" concluded Big 4 accounting firm EY in its Global Corporate Divestment Study 2015. EY also found that nearly three quarters of the firms studied are using divestitures to fund growth and two thirds achieved a higher valuation multiple after divestment.

Choosing the Right Investment Banker to Help Sell Your Company
By Taylor Bond, EdgePoint

For many closely-held business owners, the sale of their company is likely one of the biggest decisions they will ever make. Selling a business is often a complex process, with the outcome significantly impacting the owner, his/her immediate family, employees, and legacy in the community where the business is located.

Choosing the right advisor to assist in the sale of a business is of paramount importance when trying to derive the best value, terms, and outcomes from this once in a lifetime event.



EdgePoint Speaking Engagements

November 5, 2015

  • EdgePoint presented at the Entrepreneurship Institute sponsored panel discussion on growth through acquisition. The event was comprised of private business owners in Northeast Ohio.

October 27, 2015

  • EdgePoint presented at the annual Exit Planning Institute owners forum.  The conference focused on preparing and educating business owners on the topic of ownership transition.

October 22, 2015

  • EdgePoint presented on the important role investment bankers play in the ownership sale process. The event was comprised of private business owners in Michigan.

September 17, 2015

  • EdgePoint spoke to the membership of the Akron Community Foundation. The active dialogue with owners and advisors was an annual event focused on educating owners on their stewardship role and options during transition.


EdgePoint Welcomes Ben Stumpf as Associate

EdgePoint is pleased to announce the addition of Ben Stumpf. Ben joins EdgePoint as an Associate and will be part of the Transportation and Infrastructure vertical. Ben is a CPA and has over 5 years of accounting and transactional experience at a regional CPA firm.



DEALS: 8 deals closed since June 1st

Style Crest Logistics
has been acquired by
Peoples Services, Inc.
Mobile Air, Inc.
has been acquired by
Tioga Air
Lake Erie Abrasive
& Tool, Inc.
has been acquired by
Motion Industries
PeopleShare, Inc.
has been recapitalized by
Trivest Partners
H&S Tool
has sold to
Climax Portable Machining &
Welding Systems, Inc.
S.G. Morris
has been acquired by
Applied Industrial
Technologies, Inc.
Blue Mountain Ski Area
secures financing through
Community Bank
Transportation Company Transaction