Consumer

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

Consumer Confectionery Flash Report

July 2021

PDF

Consumer Beauty Flash Report

April 2021

PDF

Consumer Flash Report Printing & Packaging

March 2021

PDF

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.

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

By John F. Herubin
Managing Director

Rethinking M&A

By Russ Warren
Managing Director

Middle Market M&A Mindset – Spring 2021

By Russ Warren
Managing Director

TESTIMONIALS - CONSUMER

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. "

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.

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.

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."

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.

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

VIEW CASE STUDY

EdgePoint achieved the owner’s objectives, including achieving the highest price for the business.

VIEW CASE STUDY

Headquartered in Alliance, OH, Custom Poly Bag is a provider of flexible packaging and film products with more than a half century of experience.

VIEW CASE STUDY

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.

VIEW CASE STUDY

Industries

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KNOWLEDGE & TRANSACTIONAL EXPERIENCE IN

INDUSTRY THOUGHT LEADERSHIP

Recent Articles

TESTIMONIALS - CONSUMER

CONSUMER CLIENT CASE STUDIES

RECENT CONSUMER TRANSACTIONS