Edwards Investment Banking

Benjamin F. Edwards (Edwards) Investment Banking group is an established and growing middle-market mergers and acquisitions (M&A) and capital raising financial advisory practice. The Investment Banking team focuses on advising clients primarily in the consumer, services and industrial sectors. Our team has a highly successful record of selling companies and providing guidance on capital requirements, structure and availability.


Douglas D. Rubenstein - Executive Vice President, Chief Operating Officer & Director of Capital MarketsDoug Rubenstein, Executive Vice President, Chief Operating Officer & Director of Capital Markets
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Ben Holman - Managing Director – Investment BankingBen Holman, Managing Director – Investment Banking
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Philip Metzger, Director – Investment BankingPhilip Metzger, Director – Investment Banking
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Shelby Schagrin, Managing Director and Head of Investment BankingShelby Schagrin, Managing Director and Head of Investment Banking
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Cal Gaynor, Investment Banking AssociateCal Gaynor, Investment Banking Associate
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Marc Lerma - Investment Banking AnalystMarc Lerma, Investment Banking Analyst
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The group’s senior investment bankers have over 100 years of collective investment banking experience providing a full range of M&A services and corporate finance advice to business owners and company leaders. Our approach is to understand the strategic and financial objectives of each client, and then structure the engagement to meet the client’s needs by providing the best solution.

The Edwards team excels at assisting our clients in evaluating strategic alternatives, planning and executing successful exit strategies and acquisitions, and providing impartial advice on sourcing required capital.

Selling Middle-Market Companies

Selling a business can be complex, but our experienced team of highly accomplished investment bankers successfully manages the transaction from engagement to completion. We are a creative and tenacious team that listens well, advocates for our clients and delivers results.

The Edwards investment banking team understands the selling process and provides senior leadership and involvement throughout the engagement. Our investment banking team has extensive experience in each key element of the selling process including:

  • Reviewing client objectives and understanding the business in depth

  • Presenting and positioning the business

  • Targeting and approaching potential buyers

  • Communicating with potential buyers

  • Managing due diligence

  • Negotiating optimal terms and agreements

  • Closing the deal to achieve maximum value

Our years of experience in investment banking have shown us the importance of managing the ups and downs of each transaction. We maintain a positive and pragmatic perspective throughout the process, while upholding strict confidentiality. Our goal is to always meet or exceed client expectations.

Advising on Buying Companies

We advise business owners and senior leaders on potential acquisitions and related capital requirements. We develop a framework and approach for acquisitions, identify potential targets, contact prospects, perform informal market valuations and negotiate transactions for buyers.

In addition, when appropriate, we assist clients in locating the optimal type and structure of debt and/or equity capital to fund an acquisition.