Insights

Proven M&A Focus EdgePoint Capital Advisors specializes in merger and acquisition advisory for privately held midmarket companies, bringing transaction expertise and ownership experience to facilitate ownership transitions, buy side advice, and innovative financing structures.

Awarded Sector Cred Recent awards across Consumer Staples and Industrials demonstrate credible execution and a track record with private equity buyers, suggesting EdgePoint as a credible partner for sellers and PE backed targets in those sectors.

Private Equity Networks Past deal activity with private equity buyers indicates a strong network for deal sourcing and co investment opportunities; this positions EdgePoint as a potential partner for funds seeking advisory on portfolio company exits or add on acquisitions.

Ownership Transition Ops The firm's emphasis on ownership transition planning and flexible capital structures addresses owner operator exit concerns, making EdgePoint a good match for family owned businesses considering succession or major strategic changes.

Tech Enabled Diligence A tech savvy approach including data tools and ecommerce capabilities signals readiness to handle digital due diligence and online consumer businesses, enabling EdgePoint to target D2C brands, online retailers, and midmarket ecommerce platforms.

EdgePoint Tech Stack

EdgePoint uses 8 technology products and services including MySQL, Shopify, imagesLoaded, and more. Explore EdgePoint's tech stack below.

  • MySQL
    Database
  • Shopify
    E-commerce
  • imagesLoaded
    Javascript Libraries
  • PHP
    Programming Languages
  • Yoast SEO
    Search Engines
  • Google Tag Manager
    Tag Management
  • X-Content-Type-Options
    Web & Portal Technology
  • Google Search Console
    Web Analytics

EdgePoint's Email Address Formats

EdgePoint uses at least 1 format(s):
EdgePoint Email FormatsExamplePercentage
FLast@edgepoint.comJDoe@edgepoint.com
96%
First@edgepoint.comJohn@edgepoint.com
2%
FirLast@edgepoint.comJohDoe@edgepoint.com
2%

Frequently Asked Questions

Where is EdgePoint's headquarters located?

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EdgePoint's main headquarters is located at 2000 Auburn Drive Beachwood, Ohio 44122 United States. The company has employees across 3 continents, including North AmericaAsiaOceania.

What is EdgePoint's phone number?

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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?

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EdgePoint's official website is edgepoint.com and has social profiles on LinkedIn.

What is EdgePoint's SIC code NAICS code?

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

How many employees does EdgePoint have currently?

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As of May 2026, EdgePoint has approximately 46 employees across 3 continents, including North AmericaAsiaOceania. Key team members include Owner: R. F.Director Of Business Development: C. S.Managing Director Business Development: B. R.. Explore EdgePoint's employee directory with LeadIQ.

What industry does EdgePoint belong to?

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EdgePoint operates in the Investment Banking industry.

What technology does EdgePoint use?

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EdgePoint's tech stack includes MySQLShopifyimagesLoadedPHPYoast SEOGoogle Tag ManagerX-Content-Type-OptionsGoogle Search Console.

What is EdgePoint's email format?

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

When was EdgePoint founded?

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EdgePoint was founded in 2000.

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

Headquarters
2000 Auburn Drive Beachwood, Ohio 44122 United States
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

Section iconFunding & Financials

  • $10M$25M

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

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