Northern Edge Advisors Announces Strategic Rebrand

Rebranding -

The investment bank, formerly known as BCMS Advisors, reaffirms its leadership and commitment to serving North American businesses in the middle market


New York, NY, June 16, 2022 /BusinessWire/ – Northern Edge Advisors, the boutique investment bank focused on providing best-in-class financial advisory services to privately-owned businesses, has announced that it has completed a full transition from its previous identity as BCMS Advisors. Through this rebrand, the Firm, which is headquartered in New York City and maintains regional offices across the United States and Canada, is reaffirming its focus on private business owners in the North American market. By combining its extensive experience in this region with its core value of providing comprehensive and differentiated sell-side service to clients, Northern Edge Advisors serves as its clients’ decisive advantage.

“As we move forward as Northern Edge Advisors, we are excited to reassert our ongoing dedication to working with private business owners in North America, especially through volatile and uncertain markets” said Paul Daitz, Founder and Chief Executive Officer of Northern Edge Advisors. “These individuals represent the backbone of our economy and communities, but all too often they are underserved or poorly advised. Our unmatched level of service provides our clients the edge they need to succeed. Our business has emerged from the pandemic stronger than ever before and our new identity as Northern Edge Advisors more clearly reflects our core mission to serve and elevate clients in the middle market and in North America.”

As Northern Edge Advisors, the Firm’s team and office locations are unchanged and the advisory model of applying senior-level attention to securing the best possible outcomes for privately-owned businesses in the region remains paramount. Its deal professionals offer extensive investment banking experience across a range of industries and geographies – delivering a broader perspective and nuanced expertise to benefit North American clients.

“We’ve long prided ourselves not only on our vast financial advisory experience, but also the fact that we apply senior-level leadership in combination with a full team to every engagement,” said Robert Goldsmith, Founder and President of Northern Edge Advisors. “We undertake a truly comprehensive level of research of prospective buyers for each client in order to find the best possible partner. As Northern Edge Advisors, our clients can expect the same thoroughness and attention to detail we have always provided, with an even more targeted focus on the North American market.”

Northern Edge Advisors’ rebrand, which was prompted by the opportunity provided by the pandemic to realign the Firm’s ownership with its geographic focus, also comes with bold, refreshing visual assets that capture the attention of prospective clients and visitors. Its new logo and deliberately aspirational and grand lanscapes from across North America convey the richness, strength, and sophistication that is core to the Firm’s identity and its steadfast commitment to client service.

Northern Edge Advisors represents a broad range of lower- and middle-market clients in North America, from entrepreneurs, individual shareholders and families to corporates, institutional shareholders, and private equity and venture capital firms. The Firm has completed the full spectrum of transaction types on behalf of these clients including full, majority and minority sales of a company’s assets or equity interests, mergers, capital raisings, divestitures and more.

The Firm’s approach is deliberate and effective: understand the client to accurately assess their unique strengths, advantages, and potential issues; define an optimal outcome and develop a customized transaction strategy to achieve it; refine strategy throughout the transaction process; and work with both patience and relentlessness to achieve client success. This approach has consistently yielded award-winning results recognized by the financial advisory services industry.

About Northern Edge Advisors

Headquartered in New York City, with offices across the United States and Canada, Northern Edge Advisors is a boutique investment bank with a core focus on sell-side financial advisory services for privately owned North American businesses. With decades of experience in the M&A market and a roster of outstanding senior bankers, the Firm offers each of its clients a unique combination of best-in-class transactional expertise and a steadfast commitment to delivering the best possible outcome.

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