Insights

Boutique M&A niche EdgePoint specializes in merger and acquisition advisory for privately held and family-owned middle market businesses, offering buy-side and innovative financial structuring to maximize certainty of close. This suggests sales opportunities with mid-sized private companies seeking ownership transitions or strategic exits.

Strong deal recognition The firm has a track record of hundreds of M&A transactions and multiple industry awards, including Consumer Staples and Industrials deals, indicating credibility and a proven win-rate that can be leveraged when approaching prospective clients and referral networks.

Regional focus with growth Headquartered in Beachwood, Ohio, and notable for the EdgePoint Consumer Group, there is potential to expand presence in the Midwest private equity and family-owned business markets where local knowledge can drive deal flow and cross-sell advisory services.

Integrated tech stack Utilizes MySQL, PHP, Bootstrap, and analytics tools, suggesting opportunities to offer data-driven deal sourcing, market intelligence, and website-enabled lead generation enhancements for potential clients seeking transparency and efficiency.

Financial scale signals Reported revenue in the $10M–$25M range with a lean team (11–50 employees) positions EdgePoint as a suitable partner for mid-market companies seeking boutique, hands-on advisory without the overhead of large firms, presenting a clear value proposition for target clients and co-selling with regional banks or PE firms.

EdgePoint Tech Stack

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

  • MySQL
    Database
  • Swiper
    Javascript Libraries
  • PHP
    Programming Languages
  • reCAPTCHA
    Security
  • Bootstrap
    UI Frameworks
  • X-Content-Type-Options
    Web & Portal Technology
  • Google Analytics
    Web Analytics
  • 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

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.

How much revenue does EdgePoint generate?

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As of July 2026, EdgePoint's annual revenue is estimated to be $10M - $25M.

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 July 2026, EdgePoint has approximately 48 employees across 2 continents, including North AmericaAsia. Key team members include Owner: R. F.Managing Director Business Development: B. R.Investment Banking Analyst: Y. P.. 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 MySQLSwiperPHPreCAPTCHABootstrapX-Content-Type-OptionsGoogle AnalyticsGoogle 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 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

Section iconFunding & Financials

  • $10M - $25M

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

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