Edge Capital Partners Overview

  • Founded
  • 2006
Founded
  • Status
  • Acquired/​Merged
  • Latest Deal Type
  • M&A
  • Financing Rounds
  • 1
  • Investments
  • 4

Edge Capital Partners General Information

Description

Provider of wealth management services based in Atlanta, Georgia. The company offers financial advisory services for high net worth families and institutions.

Contact Information

Website
www.edgecappartners.com
Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Corporate Backed or Acquired
Primary Industry
Asset Management
Parent Company
Focus Financial Partners
Primary Office
  • 3333 Riverwood Parkway
  • Suite 350
  • Atlanta, GA 30339
  • United States
+1 (404) 000-0000
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Edge Capital Partners Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA		 Post-Val Status Debt

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Edge Capital Partners Executive Team (29)

Name Title Board Seat Contact Info
Barrett Karvis Chief Operating Officer of Business Administration
Ansel Davis JD Managing Director & Senior Investment Advisor
Stephen Halkos Managing Director and Member of the Research and Portfolio Management team
Harry Jones Co-Founder, Managing Partner and Senior Investment Advisor
William Maner Founding Partner, Advisory Director and and Senior Financial Advisor
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Edge Capital Partners Board Members (1)

Name Representing Role Since
0000000 000000 Edge Capital Partners Co-Managing Partner, Partner - Chairman of the Board - Investment Management Team Chair - Senior Financial Advisor 000 0000
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Edge Capital Partners Investments & Acquisitions (4)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
000000.00000 08-Oct-2021 00000 0000 00.00 Alternative Energy Equipment
000000000 01-Sep-2015 00000 0000 000.00 Internet Retail
00000000 0000 27-Oct-2014 0000000000 Asset Management 00000 000
Edge Healthcare Partners 21-Aug-2009 Merger/Acquisition Investment Banks 0000000 0
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Edge Capital Partners Subsidiaries (1)

Company Name Industry Location Founded
0000 0000000000 00 Financing Advisory Atlanta, GA 0000
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Edge Capital Partners Exits (1)

Company Name Exit Date Exit Type Exit Size Status Buyers
000000000 01-Sep-2015 00000 00000 00 000.00 Completed
  • 3 buyers
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