Finance Monthly Deal Maker Awards 2019 Edition

www.finance-monthly.com 41 FINANCE MONTHLY DEAL MAKER AWARDS 2019 MERGERS & ACQUISITIONS CONTACT Tom Zucker, President T: 216 342 5858 Email: tzucker@edgepoint.com W: www.edgepoint.com EDGEPOINT FACTS · Tom Zucker founded EdgePoint in 2000 · 20 licensed M&A professionals · Senior professionals average 24 years of M&A transaction experience · Closed 23 cross-border transactions Registered Broker-Dealer Industries of Expertise: • Industrials • Business Services • Healthcare • Energy • Distribution • Transportation TOM ZUCKER President of EdgePoint ABOUT TOM ZUCKER Tom Zucker founded EdgePoint in 2000. He has over 25 years of experience in Mergers & Acquisitions. His transactional abilities are augmented by his business and entrepreneurial experience. Tom serves as the President of EdgePoint, managing client transactions, overseeing its day-to-day management and executing strategic initiatives. He manages the firm and leads the team in executing M&A transactions on behalf of the firm’s clients. Tom uses his business and financial experience to assist business owners in completing transition events, acquisitions or recapitalizations. His diverse experiences at EdgePoint range from executing corporate divestitures for clients like General Electric to assisting closely held businesses in executing family ownership transitions. Prior to founding EdgePoint, Tom had a decade of financial and transactional experience at Ernst & Young and Arthur Andersen. Early in his career, Tom gained significant experience and insight by participating in his family’s business. He is active in civic leadership roles, including being a member of the Corporate Visiting Committee at Case Western Reserve University, past Board Member of the Association of Corporate Growth Cleveland chapter, Board Member of several private companies, and leadership roles in other organizations. Tom’s educational background includes a B.S. in Accounting from Case Western Reserve University. Tom is also a CPA (Inactive) and maintains the FINRA Series 7, 24, 28, 63, and 79 licenses. Tom resides in Northeast Ohio with his wife and three children. FIRM PROFILE EdgePoint is an independent advisory-focused investment banking firm serving the middle market. The firm prides itself on high closing success and many satisfied clients. EdgePoint specializes in transactional advisory services for closely held businesses throughout the United States. During the firm’s history, EdgePoint has completed 23 cross-border transactions. The professionals at EdgePoint have an enviable track record of helping business owners evaluate, strategically position and transition their businesses. The firm provides clients a unique combination of large corporate finance expertise and deep middle-market knowledge, gained through years of experience as entrepreneurs and seasoned advisors to midsize businesses. The firm’s mission is to achieve each client’s desired transaction objectives while adhering to the principles of honesty, integrity and confidentiality in all client matters. “We take a relationship-based approach to a transactional business.” ™ The firm’s growing base of professionals possess a unique blend of M&A technical expertise and business ownership experience. Awarded for his leadership in the firm’s transactions and growth EdgePoint