Park View Federal Savings Bank ("Park View"), a Solon, Ohio-based community bank has provided the financing to McNeil Industries, Inc. ("McNeil") to allow the Company to restructure its debt. Terms of the transaction were not disclosed.

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EdgePoint’s proven process of leading closely held business owners through ownership transitions is unmatched.

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Leadership

EdgePoint’s experienced investment banking professionals offer a rare blend of business ownership experience with proven financial and transaction experience.

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George Blind / Vice President and General Manager / S.G. Morris Co., LLC

“I cannot imagine that we could have been represented by any better professional advisors than EdgePoint. It was a real pleasure. The results were as good as could have been expected, it was quite an experience.”

Lou DiRenzo / President / Puritan Products

EdgePoint introduced the idea of partnering with a company to provide resources for acquisitions and brought expertise in managing that process. It has been two years since the partnership officially began and we are working towards securing growth acquisitions in addition to operating the business day to day.

Jim Sturgill / President / CEO / Master Distribution LLC

EdgePoint’s team of highly skilled professionals truly exceeded our expectations as they guided us through the marketing and selling of our business. They are some of the most knowledgeable people I have worked with during my 45 plus year career. They maintained excellent communication throughout the entire process and the advice given to us through each phase was extremely helpful. Our company realized a higher value than originally expected due to EdgePoint’s excellent marketing preparations and timely execution throughout the process.

Julie & Tony Bombacino / Founders and Former Owners / Real Food Blends

When we decided to sell our company, we met with investment firms of all sizes. We connected with EdgePoint on a personal level during the very first call. They were knowledgeable, professional and easy to talk to – they were human, real and not caught up in banker/PE talk trying to talk over and around us. They referred to themselves as “blue collar” investment bankers. That really resonated with Julie and I since we come from humble beginnings and blue-collar families. 

Harry Singer / Former CEO / EDGE Entertainment Distribution

I have worked with EdgePoint on both “buy-side” and “sell-side” engagements. In both instances, I found them to be strategic thinkers, as well as an excellent negotiators. In the instance of the sell-side transaction, though I am not inexperienced in negotiating transactions, there can be no doubt that their prior experience with large private equity buyers got the deal closed on terms and conditions within the valuation range EdgePoint had calculated. I am not sure we would have been able to close without their guidance and expertise.

Brian King / President & CEO / Kenway Consulting

"Working with EdgePoint was an incredibly positive experience.  They flattened the learning curve with their experience and wisdom.  They inserted themselves where possible to take work off my plate.  And they handled my emotions with the right combination of patience, tough love and empathy.  I wholeheartedly endorse their services to business owners considering their exit options."

Kevin Trem / Co-Owner / Arc Drilling

"I couldn't imagine attempting this transition with anyone other than the entire Edgepoint team.  Keeping a level head  throughout the entire due diligence process was quite impressive, and your deep knowledge and understanding of the correct path was both extremely educational and enjoyable for us -- not to mention financially beneficial."

Wally Varonko / Partner / Northeast Health Services

The EdgePoint team was a patient partner, offering honest, good advice to help us maximize our value, and working with us over an extended period of time to find the right buyer at the right time.

Michael Emoff / Owner / Shumsky Therapeutic Pillows, LLC

"EdgePoint proved a strategic choice for us, with their healthcare focus and great reputation we were able to find the perfect solution to carry our brand into the next decades. The EdgePoint team fit so well that we consider them part of “our team;” they cared about the things we cared about and guided us through all challenges of our first transaction. We highly recommend the EdgePoint team and plan to include them should we have future transactions"

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.”

Paul Krause / Former President & Owner / Hughes-Primeau Controls

I am so happy I chose EdgePoint to market and sell my business. They were professional from the beginning to end and did everything they said they were going to do.  They did a great job marketing our business and brought multiple buyers to the table with excellent offers.   They provided excellent guidance through all phases of the process as well, especially as we met with prospective buyers.  I can’t imagine going through this process without EdgePoint and would not hesitate to recommend them to anyone looking to sell their business. Great job!!

Bob Conway / Partner / Northeast Health Services

Thanks to EdgePoint, we found the right partner for the future of our business, that will offer new opportunities for our clients and staff. This will be an exciting adventure!

John Strobel / Former President & CEO / Central Warehouse Company

“Selling a business is difficult. It is a complex and daunting task. Often the transaction is complicated by intense emotions. This was especially true for me as the 4th generation owner/operator of Central Warehouse Operations, Inc. I needed a partner in this adventure who would take control, focus solely on my best interest and track the thousands of details capably. I needed absolute confidence, complete trust, top flight financial savvy and more than a little emotional support. "

Saad A Shakir, M.D. / Founder / Silicon Valley TMS

"EdgePoint was an excellent choice for us. We were very impressed with the tremendous knowledge and experience of their team, as well as the easy access to work with them any time of day or night. EdgePoint was able to find an optimal match for our practice that fits strategically and maintains our brand and legacy into the future. We were very pleased with their skills, experience, knowledge and negotiation abilities to serve us well. They truly became a member of our team that we trusted and relied on.

Paul O’Connor / President / Providence Home Health Care

The EdgePoint team was invaluable during the negotiation process. They were able to identify, anticipate and successfully address potential hurdles, to the point that ‘they were able to see around corners’. Their skill and guidance provided me with the highest value and best overall deal structure.

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.”

Ryan Yerkey / Board Director / EBO Group

“EdgePoint was an excellent advisor to EBO Group as we navigated this critical transaction.  EdgePoint helped us organize our value proposition, identify the most likely interested parties, communicate those attributes to the market, negotiate compelling offers, and manage a sale process that was strategic and growth-oriented in nature.  We are pleased with how EdgePoint supported us from start through Closing. This is the second transaction for which EdgePoint advised EBO Group, Inc.

Tim Eippert / President / MC Sign Company

I did not fully realize the time commitment necessary to complete a transaction.  The EdgePoint team enabled me and my key managers to remain focused on effectively operating the business, while guiding us through the marketing and due diligence process.  Their skillful and strategic negotiations were instrumental in ultimately identifying and closing the our deal with a partner that best fit our goals and objectives.

Kevin Craig / President and Owner / DriveKore

EdgePoint did an outstanding job representing the ownership group of DriveKore.  They designed and executed a process that resulted in the ideal strategic partner.  I truly appreciate the level of commitment displayed by EdgePoint, who guided us through this important transition with professionalism, thoughtful advice and a keen understanding of our industry.

Johnny Johnson and Eric Hankinson / President and Vice President / RailPros

"EdgePoint was an excellent resource to help us navigate the sale process.  They managed an organized and competitive auction, introduced us to qualified investor candidates, negotiated very attractive offers on our behalf, and fully supported us through the diligence and negotiation process.  We are most pleased with their service."

Michael Murphy / President / ZefTek, Inc.

After interviewing several firms to sell our company, it didn’t take long for me to know that we made the right choice. Your firm was relentless in making sure every step was handled correctly and that we fully understood what was required of us as sellers. The end result was clearly a ‘Home Run’ for ZefTek shareholders.

Mike Vasco / Owner / Edko LLC

“I did a major amount of due diligence before making my decision to use EdgePoint to sell my business.  My instincts told me that EdgePoint was my team, and my instincts could not have been more correct. My management team totally trusted EdgePoint’s leadership throughout the process. They served as accountants, attorneys, coaches, psychologists and more, guiding our team with meticulous care through a maze of minefields from kickoff to closing day.”

Ryan Hernberg / President / Nationwide Property & Appraisal Services

From the start EdgePoint was upfront, honest, and knowledgeable. It was also because of these traits that we seemed like family throughout the process. We told EdgePoint exactly what we were looking for in a partner and they delivered! Being there for us day and night and weekends too was not only impressive but crucial. EdgePoint took the time and really cared about the outcome of the process whether it was to their benefit or not.

Ryan Yerkey / Former President / TransMotion Medical, Inc.

The medical product knowledge and expertise of EdgePoint enabled us to have a highly competitive auction process for the sale of TMM.  EdgePoint’s disciplined process and negotiating skills made the difference.  We were pleased to have found a partner who will support our continued growth.

Fred Hartzler / Owner and Former President / Express Packaging

EdgePoint exceeded our highest expectations at developing a marketing plan for the sale of our business.  They had a response well in excess of the number of offers I anticipated, and at higher values.  The team at EdgePoint was very professional and thorough in the way they provided coaching in the process of prospective buyer interviews and due diligence.  We would not hesitate to recommend them or use them in another transaction.

Tom Arko / President / Eighth Day Sound

I could not be more pleased with the services of Edgepoint.  The team worked with us through a long and difficult process with an initial buyer, managing the process and working with my staff side-by-side. Most importantly, they instilled in us the confidence that great alternatives were available if at any point we didn’t feel it was the right candidate. We didn’t!  Edgepoint negotiated and closed an even better deal in less time than we spent negotiating with the initial party.

Don Mottinger / Former CEO / Superior Products, LLC

“We’ve worked with EdgePoint since 2008, when they helped us acquire Macro Technologies of Kirkland, Washington by creatively structuring and sourcing multi-layer financing. Macro made our company much larger and more valuable, and EdgePoint continued to help us prepare for an eventual sale. When we began the sale process, they were hands-on with every key aspect of the deal, including finding motivated buyers and getting things back on track several times. They used buyer competition to negotiate a higher price and better terms. It was great to have EdgePoint on our team.”

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."

Louis Perry / Former President / The Louis Perry Group

EdgePoint did an outstanding job for me. My parameters for a buyer were very specific and EdgePoint was able to work within those constraints to identify and negotiate a transaction that was economically compelling to me and that preserved the emphasis I built on customer service and the creation of long-term opportunities for my employees. We are most pleased with their service.

White Paper Series: “The Seller Experience

Preparing the Owner for Transition
Preparing the Owner for Transition
  • Discover the 4 C’s of Transition Planning: Clarity, Confidentiality, Communications and Certainty of Close
  • Includes results of an EdgePoint-led survey of 150 business owners
Why Owners Get Premium Values
Why Owners Get Premium Values
  • Discover how to earn a premium price multiple from buyers
  • Includes results of an EdgePoint-led survey of 200 serial buyers

 

Insights

Are there any benefits to selling my company in 2022 even if capital gains taxes increase?

EdgePoint, like many in the investment banking world, has been deluged during the first half of 2021 with sometimes frantic calls from business owners looking to sell their business during 2021 in order to beat an anticipated Federal capital gains tax rate increase effective in 2022.  By the time you read this article, the likelihood of completing a deal during 2021 will be very small barring some unique circumstances. 

Rethinking M&A

I’ve been in the middle-market M&A business more than 40 years, and one thing is clear.   When you mention an M&A transaction, people talk first about numbers.  “What is the trailing 12 months’ EBITDA?”  “What is the Enterprise Value-to-EBITDA multiple?”  And so on.  Why is all the talk about numbers?  As the infamous bank robber Willie Sutton said, “because that’s where the money is.”  But the numbers are the result of the owner’s planning and execution.  Planning is where the leverage is.

International

World Access & International Experience

Alliance of International Corporate Advisors

Our industry expertise, combined with international access, enables EdgePoint to offer clients access to a global market of capital sources and transaction opportunities.  Edgepoint has closed 23 cross border transactions.

 

Our partners at the Alliance of International Corporate Advisors (AICA), an integrated global network of middle-market advisory and finance firms, have similar transactional practices and facilitate cross border transactions in the middle-market. The international alliance enables EdgePoint to reach premium buyers and to eliminate any language or cultural barriers during the transaction. 

 

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