Consumer

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Investment bankers on the EdgePoint consumer team combine operational industry experience with multi-disciplinary transactional skill to become trusted advisors to our clients. This combination of talents, gained from experience at leading consumer products companies, legal and tax training, financial due diligence, and equity research coverage of the consumer sectors, positions EdgePoint as one of the most comprehensive and uniquely-qualified investment bank servicing the consumer industry.

KNOWLEDGE & TRANSACTIONAL EXPERIENCE IN

Our professionals have specific experience and expertise in the following consumer subsectors:

CONSUMER DURABLES
Apparel & Accessories
Home / Gift
Housewares
 
PET PRODUCTS
Food & Treats
Products & Toys
 
HEALTH & BEAUTY
Over-The-Counter Healthcare Products
Personal Care Products
 
HOBBY & LEISURE
Equipment & Products
FOOD & BEVERAGE
Agricultural Products
Confectionery / Snacks
Ingredients
Alcoholic & Non-Alcoholic Beverage
Restaurants
Food Distribution
Dairy
Protein
Natural / Organic / Better-For-You
 
HOUSEHOLD
Cleaning and Care Products

INDUSTRY THOUGHT LEADERSHIP

Recent Articles

EdgePoint is an established thought leader in the M&A advisory field. The insights gained from executing hundreds of successful middle-market transactions are shared below.

By Matthew Lazowski
Vice President

By Russ Warren
Managing Director and
Steve Tardio
Managing Director

By Tom Zucker,
President

TESTIMONIALS - CONSUMER

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.

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. "

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.

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."

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. 

CONSUMER CLIENT CASE STUDIES

Our client attained its objectives – the family was able to gain significant liquidity, receive a premium over value and gained access to financial and operational resources
EdgePoint achieved the owner’s objectives, including achieving the highest price for the business.
Headquartered in Chesterton, IN, Real Food Blends is a pioneer of blended real food meals for the enteral nutrition market, operating a trusted brand that is disrupting a multi-billion-dollar industry.

RECENT CONSUMER TRANSACTIONS

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