EdgeStone Capital Partners

Overview of the EdgeStone Capital Partners program:

Today, EdgeStone’s strategy is focused on its private equity business. EdgeStone provides capital, strategic direction, and business and financial advice to carefully selected mid-market (and certain start-up) businesses with highly attractive risk-adjusted return profiles. EdgeStone partners with proven and experienced senior management teams, and leverages the resources of its broad business network, to build market leading businesses via both organic growth and acquisition strategies. EdgeStone strives to ensure a high alignment of interests amongst all stakeholders to achieve superior risk-adjusted returns. EdgeStone’s straightforward mission is unchanged since inception: To deliver superior risk-adjusted returns on investment to our investors. By diligently pursuing this mission, partnering with outstanding management teams, providing meaningful value added contributions to our portfolio companies, and operating with the highest integrity, EdgeStone has developed one of the leading reputations and track records in Canada’s middle-market private equity industry.

Eligibility criteria of the EdgeStone Capital Partners program:

• EdgeStone seeks to invest in businesses with the following attributes:
• Existing businesses with an EBITDA range of $10 - $50 million and EV range of $50 - $250 million
• Start-ups by experienced management teams in established industries
• Light manufacturing business and consumer and financial services with a Canadian focus
• Equity and equity-like investments with flexibility in structuring
• Majority ownership/control positions and active board involvement
• Attractive business fundamentals with a high return on capital and strategic and/or organic growth opportunities
• Management buy-in or buy-out, acquisition and roll-up strategy, recapitalization, growth capital, divestiture of non-core business and succession planning
• Prefer long-term hold periods