Insights

Middle Market Niche EdgePoint specializes in merger and acquisition advisory for privately held and middle-market businesses, presenting opportunities to offer tailored deal structuring, sell-side advisory, and ownership transition services to firms planning exits or strategic acquisitions.

Awarded Credibility Recent industry recognition across consumer staples, industrials, and private equity deals enhances EdgePoint’s credibility with potential clients and referral partners, making it easier to open conversations with family-owned and private equity-backed businesses.

Growth and Hiring Strategic leadership additions such as a Managing Director and a track record of expansion in the EdgePoint Consumer Group indicate a growth journey, suggesting interest from firms seeking advisory partners with proven deal experience and scale.

Private Equity Alignment The firm’s work on PE-backed transactions and complex ownership transitions points to collaboration opportunities with private equity sponsors and portfolio companies seeking buy-side advisory, add-on acquisitions, or divestiture strategies.

Tech and Automation Readiness Adoption of common SMB to mid-market tech stack (QuickBooks, Zoho, Drupal/WordPress, Microsoft 365) signals a modern yet lean operation; potential buyers or partners may value targeted integration capabilities, data room efficiency, and streamlined due diligence processes.

Similar companies to EdgePoint

EdgePoint Tech Stack

EdgePoint uses 8 technology products and services including QuickBooks, Sucuri, Drupal, and more. Explore EdgePoint's tech stack below.

EdgePoint's Email Address Formats

EdgePoint uses at least 3 email formats:
EdgePoint Email FormatsExamplePercentage
FLast@edgepoint.comJDoe@edgepoint.com
96%
First@edgepoint.comJohn@edgepoint.com
2%
FirLast@edgepoint.comJohDoe@edgepoint.com
2%

Frequently Asked Questions

What is EdgePoint's phone number?

Minus sign iconPlus sign icon
You can contact EdgePoint's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is EdgePoint's official website and social media links?

Minus sign iconPlus sign icon
EdgePoint's official website is edgepoint.com and has social profiles on LinkedIn.

How much revenue does EdgePoint generate?

Minus sign iconPlus sign icon
As of August 2026, EdgePoint's annual revenue is estimated to be $10M - $25M.

What is EdgePoint's SIC code and NAICS code?

Minus sign iconPlus sign icon
EdgePoint's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies and NAICS code is 52311 - Investment Banking and Securities Dealing.

How many employees does EdgePoint have currently?

Minus sign iconPlus sign icon
As of August 2026, EdgePoint has approximately 48 employees across 2 continents, including North America and Asia. Key team members include Owner: R. F., Managing Director Business Development: B. R. and Investment Banking Analyst: Y. P. Explore EdgePoint's employee directory with LeadIQ.

What industry does EdgePoint belong to?

Minus sign iconPlus sign icon
EdgePoint operates in the Investment Banking industry.

What technology does EdgePoint use?

Minus sign iconPlus sign icon
EdgePoint's tech stack includes QuickBooks, Sucuri, Drupal, WordPress, CookieYes, Zoho, Shopify and Microsoft 365.

What is EdgePoint's email format?

Minus sign iconPlus sign icon
EdgePoint's email format typically follows the pattern of FLast@edgepoint.com. Find more EdgePoint email formats with LeadIQ.

When was EdgePoint founded?

Minus sign iconPlus sign icon
EdgePoint was founded in 2000.
EdgePoint logo

EdgePoint

Investment BankingOhio, United States11-50 Employees

EdgePoint is a boutique investment banking advisory firm focused on merger and acquisition services for privately held and family-owned middle-market businesses, offering ownership transition planning, buy-side guidance, and innovative financial structures. The firm emphasizes its transaction experience and understanding of decision-makers to support clients seeking a reliable path to a close, with services grounded in integrity and specialized knowledge of mid-market deals. Based in Beachwood, Ohio, EdgePoint operates within the investment banking industry and has positioned itself to serve private, family-owned, or parts of larger corporations navigating corporate transactions. Since its inception, EdgePoint notes a history of handling hundreds of M&A transactions, with the team drawing on professional and business ownership experience. A recent development highlighted in industry news includes recognition for deal work across sectors, such as consumer and industrial transactions. } }{ } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } }

Section iconCompany Overview

Phone number
SIC Code
6211 - Security Brokers, Dealers, and Flotation Companies
NAICS Code
52311 - Investment Banking and Securities Dealing
Founded
2000
Employees
11-50

Section iconFunding & Financials

  • $10M - $25M

    EdgePoint's revenue is estimated to be in the range of $10M - $25M

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.