No. EdgeMark Associates operates strictly as a Finder and Deal Origination firm — we identify, qualify, and introduce. We do not negotiate terms, advise on deal structure, or handle funds; those conversations happen directly between you, the Partner, and your own Advisors.

Our focus is Small and Mid-Sized Businesses with roughly $1M to $50M in annual Revenue. If you sit near those boundaries, reach out anyway — fit depends on more than Revenue alone.

Your Business is never listed, marketed, or named. Partners first see an anonymous profile — industry, size range, and key characteristics — and your identity is disclosed only after you approve that specific Introduction.

A brief, confidential Intake Call — we learn your Business, your Goals, and your Timeline, then run our 8-Point Qualification Process. If we see a genuine match in our network, we tell you; if we don't, we tell you that too.

Yes — that's exactly what the first conversation is for. Many Owners come in thinking they need one thing and discover another fits better; you'll leave the call knowing where you stand.

No. EdgeMark Associates is not a Lender. We introduce you to established Lending Partners whose products match your size and need, from SBA 7(a) Loans to Credit Lines, and you deal with the Lender directly on rates and terms.

Vetted Private Equity Firms, Family Offices, Strategic Buyers, Independent Sponsors, Search Funds, and Lending Partners — each active in the Middle Market and each matched to your Business by Sector and Objective.

No. Many Owners start the conversation twelve to twenty-four months before they act — the Qualification shows you what to strengthen, so when your moment comes, you enter it from a position of strength.

You'll know exactly why — which points of our 8-Point Qualification need work and what would change the answer. Many Owners return within a year or two, better prepared and better positioned.