At EdgeMark Associates, our strength lies in the collective expertise of seasoned professionals who have led, built, and advised businesses across industries. We combine real-world experience with strategic insight to help business owners unlock value, overcome challenges, and achieve lasting growth.
A team of professionals with backgrounds in finance, consulting, and real-world business leadership.
We're Partners dedicated to guiding leaders with clarity, commitment, and results. Every engagement is built around creating clarity, driving growth, and securing long-term value.
We exist to empower business owners with the tools, insight, and execution necessary to navigate complex challenges and secure a profitable future — because your success is our legacy.
We’ve been business owners ourselves, so we understand the sacrifices, risks, and milestones you face. Our strategies are built with empathy and precision.
We don’t just advise from theory. Every recommendation is grounded in actionable steps designed to move your business forward.
Our core values are the bedrock of our work ethic and client relationships. They guide how we advise, act, and deliver — ensuring we’re always aligned with your strategic priorities.
Transparency, honesty, and accountability are at the core of every engagement. We succeed only when our clients succeed.
We’re not vendors delivering a service; we’re long-term partners invested in your vision, growth, and legacy.
EdgeMark is fueled by a team of Partners with deep backgrounds in finance, M&A, operations, and business ownership. We’ve been in the trenches, and we know what it takes to build—and sell—a business the right way.
From Big 4 consulting and Wall Street deal-making to operating and scaling private businesses, our experience covers every angle of growth and transition.
We’ve led companies through high-stakes decisions. That real-world leadership informs the practical, results-driven guidance we deliver to you.
Our team isn’t just advisory talent — they’re strategists, mentors, and execution partners who bring an owner’s mindset to every engagement. Below, you'll meet the professionals who guide your journey forward.
Each team member brings specialized expertise to support owners at every stage of their journey.
Different skill sets, one mission: delivering clarity, growth, and measurable outcomes.
We blend the empathy of business owners, the discipline of strategists, and the precision of dealmakers — creating a hybrid advisory model focused on real results and long-term value.
We connect you directly with vetted investors, executives, and partners, cutting unnecessary layers to save time and money.
Our focus goes beyond a single deal. We ensure your business is positioned for enduring value and long-term success.
Our team is more than a group of advisors — we’re operators, strategists, and problem-solvers who’ve navigated the same challenges business owners face every day. Each member brings unique expertise, yet we’re united by one mission: helping companies thrive, transition, and grow with confidence.
