About Northern Edge

Northern Edge is a boutique investment bank with a core focus on sell-side financial advisory services for privately owned North American businesses.

We dedicate a senior team to lead and advise, support, and guide to deliver the best possible outcome for each of our clients.

What sets us apart: decades of experience have earned us a preeminent track record for completing successful transactions across virtually every industry and an enviable reputation for always being on our client’s side, every step of the way.

A sale is a significant point in a business owner’s journey, and the right path forward can be uncertain if you don’t know the way. By navigating it alongside our clients, we become their decisive advantage. Their Edge.

Meet the Team

an average of


years of M&A experience across our senior bankers

more than


completed transactions

Founded in


an average of


prospective buyers identified for each client


Leading Business Owners to Achieve Their Ambitions

Over the course of many years and hundreds of transactions, we have developed a unique experience for the benefit of our clients, which is the product of our intentional and disciplined focus on selling middle market companies. No matter the industry in which your company operates, no matter how unique your business model or your products or services, Northern Edge is in a premier position to deliver beyond the expected results. Our mission and the way we conduct ourselves every single day is centered around doing this one thing well: advising our clients to achieve their ambitions. We don’t just see the big picture, we view it from your perspective.

Guiding Through Uncertainty

There are over thirty million owners of private middle market businesses in North America, and our observation is that many are underserved in their need for first-rate advice on completing a transaction. Selling your business is an intense and complicated process, filled with details and bound to disadvantage inexperienced participants. Moreover, we understand that it will be one of the most significant and stressful decisions you will face. Northern Edge offers the certainty and determination that comes from our unmatched expertise and single-minded commitment to achieving your objectives. As a Northern Edge client, our experience becomes yours; your goals become ours.

Only On Your Side

The destination is always the same: success. What success means and how we get there is unique for each and every one of our clients.

You are undoubtedly familiar with the operating environment and competitive landscape for your own business, but the path you need to take to execute a strategic transaction is often obscure. For most of our clients, standing still is not an option. Let our exceptional capabilities lead you forward.

With a long-term view and a singular focus on working with sellers, Northern Edge will navigate the way. Only on your side. Always on your side.

Industry Recognition

In the field of sell-side financial advisory services for business owners, we are a leading authority. We are recognized for our specialized expertise in successfully completing the sale of middle market companies by our clients, our peers, and our competition. Our success on behalf of our clients has garnered us an excellent reputation and distinguished industry awards.

2023 22nd Annual M&A Advisor Awards Winner for Materials Deal of the Year
Winner for Cross-border Deal of the Year
$10M - $50M
Finalist for Investment Bank of the Year and nine deal categories

2022 21st Annual M&A Advisor Awards Winner for M&A Deal of the Year
$50M - $100M
Winner for M&A Deal of the Year
$25M - $50M
Finalist for Boutique Investment Bank and several other categories

2022 Top 25 Investment Banks Axial's 2022 LMM Investment Banking League Tables

2021 20th Annual M&A Advisor Awards Winner for Cross-border Deal of the Year
$10M - $25M

2020 19th Annual M&A Advisor Awards Winner for M&A Deal of the Year
$25M - $50M

2019 18th Annual M&A Advisor Awards Winner for M&A Deal of the Year
$25M - $50M

2018 17th Annual M&A Advisor Awards Winner for Private Equity Deal of the Year
$10M - $50M

2017 16th Annual M&A Advisor Awards Winner for M&A Deal of the Year
$10M - $25M

2016 15th Annual M&A Advisor Awards Winner for Healthcare and Life Sciences Deal of the Year
Over $100M

Client Recognition

“The Northern Edge deal team really delivered for me. Despite the fact that our transaction was particularly complicated, I knew we’d cross the finish line and be satisfied with the deal.”

Scott Jacobs Jacobs Marketing Group, LLC

“They are experts in their field and they quickly become experts in your field. We were shocked at how swiftly they picked up our industry jargon, understood key trends and determined key players.”

Bob Thompson Hybrid Logistics, Inc

“If I had to encapsulate to the efforts of the Northern Edge team I would explain as the two P’s – professionalism and patience. The Northern Edge team conducted all aspects of the sale in a professional, courteous manner.”

Jerry Abendroth Building Exterior Solutions, Inc

“Since [our] first meeting, […] the team at Northern Edge proved me that you really know what you’re doing. I was initially concerned that the uniqueness of my company would create an obstacle to finding the perfect buyer. However your confidence put me at ease.”

John Severance Apartment Data Services, Inc.

“The work Northern Edge accomplished in finding potential buyers and closing the deal was amazing. The result of this deal is a continuation of the business my father started and the successful transition to new management with employees protected. I could not have expected any more from this sale. It has allowed me to retire while maintaining my lifestyle.”

Thomas H. Alessio Sepor

“When I think back over the many challenges I have faced in starting and running a business, I recognize that one of my toughest issues was strategizing an exit plan for myself while also preparing the company to someday live on without me. With your help, I was able to find and put in place the ideal solution that achieves both of those goals.”

Elizabeth Leif, FSA Leif Associates

“While I knew I wanted to sell the business and retire, I couldn’t have done this without the assistance of Northern Edge. It’s sometimes hard to see an endpoint when you are involved in day-to-day management, but my Northern Edge team in Fort Worth helped us stay calm and focused as we moved through the process, and I am very proud to have sold Southwest to a larger group that shares our values.”

Rich Eberhart Southwest Freight Distributors, Inc.

“We were especially pleased when it became crunch time with the lawyer and our nerves were frayed. You folks were there with the data, the answers and the moral support we needed.”

Chris Dear Network Waste

“It was a lot of work to pull it together. We had to get an accountant in to get our books in order, but my cohort Carol Tunick and I did it step by step. I think Northern Edge made the process easy.”

Sandra Wilks Rintoul Wilks Enterprise

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