Edgewater Strategy Group | M&A Advisory & Office of the CFO

The Edgewater Strategy Group

Edgewater is a boutique consulting firm specialized in Mergers and Acquisitions, Capital Raises, and Office of the CFO services.

Our team of investment and finance professionals has broad experience across bulge bracket investment banking, private equity investing, and CFO services. We specialize in providing buy-side and sell-side assistance, transaction execution and preparation, interim CFO support, integration services, and financial planning.

Our Services

M&A & Capital Raising

Partner with us to navigate complex transactions and capital raises efficiently, driving successful outcomes with confidence.

Comprehensive Due Diligence
Advanced Financial Models
Investment Committee Memos
Complex Data Analysis
Quality of Earnings
Third Party Vendor Management
Investor Targeting & Outreach
Investor Deck & Board Materials
Negotiation of Definitive Docs
Data Room Prep. & Management

Office of the CFO

Streamline your financial operations, implement best-in-class processes and systems, and unlock growth with expert & scalable solutions.

Plug-and-play Office of the CFO teams
Budgets and Financial Forecasts
Cash Flow Management
Board of Directors & C-Suite Presentations
Audit Readiness
Opening Balance Sheets
M&A Integration
ERP/HCM Implementations
Operational Process Optimization
Business Process Outsourcing

Our Model

Plug-and-Play Expertise

Seamless onboarding ensures immediate impact
Modular engagement approach that scales effortlessly with your evolving business needs
Best-in-class professionals from bulge bracket banking, private equity, and finance operations ready to execute fast

Full Lifecycle Support

Expertise across capital raising, M&A, portfolio optimization, and strategic transformations
Proven success navigating companies through pivotal financial and operational transformations
End-to-end execution that delivers clarity, stability, measurable, and consistent results

Broad Market Coverage

Trusted by global private equity powerhouses, bulge bracket investment bankers, c-suite execs, and entrepreneurs
Extensive experience across sectors, stages, and geographies
Adaptable solutions across the finance value chain, tailored to each client's unique financial needs

Client-Centric Partnership

"No bill if unsatisfied" ethos underscores commitment to client trust and satisfaction
Partner-led execution model that ensures senior focus and accountability in engagements
Relieves and/or optimizes for internal client teams by providing scalable, expert-driven support across critical functions

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What Our Clients Say

Edgewater’s expertise and dedication were exceptional. Their attention to detail and proactive approach made a significant difference in our process. Most importantly, the Edgewater team is thoughtful and value-add. I would highly recommend Edgewater.

Founding Partner

Swift Anchor Holdings

Edgewater’s performance was exceptional, and I highly recommend their services.

Chief Financial Officer

SolomonEdwards

Edgewater acted like an extension of our internal team. We were able to almost instantly add trained, experienced team members with little learning curve. We simply would not have been able to move at the pace we needed without the Edgewater team. We will certainly use this team again and again.

CEO

Axius Water (KKR Portfolio Company)

We’re very glad we could rely on Edgewater during our sell-side. They provided our internal team with the leverage necessary to execute on a timely basis. Great quality work product.

Vice President

H.I.G Capital

Edgewater was an invaluable resource for our firm and portfolio company during a long and complex transaction process. Edgewater was truly an extension of the deal team, supporting due diligence and creating high-quality analysis to support the transaction approval process.

Managing Director

Renovus Capital Partners

Edgewater’s professionalism, responsiveness, and high-quality work product made them a trusted partner throughout the process. I would highly recommend Edgewater to any firm looking for experienced and reliable transaction support.

CEO

Dana Holdings

Edgewater brought exceptional expertise in fundraising, diligence, and financial modeling, enabling us to navigate the complexities of the deal with confidence. They became an extension of our team and helped us be faster and more accurate. I highly recommend Edgewater to anyone looking for a trusted partner in private equity transactions.

Founder

Age/Well Aesthetics Partners

New era of seamless M&A & Office of the CFO solutions

The Edgewater Strategy Group

Our Services

Our Model

What Our Clients Say

Connect With Edgewater