EdgePoint: Detailed Company Information & Corporate Profile
Summary
EdgePoint is an independent investment firm headquartered in Beachwood, Ohio. Founded in 2000, the company employs between 10 and 50 professionals and generates annual revenues of $10 million to $50 million.
EdgePoint specializes in sell‑side advisory, corporate divestitures, buy‑side advisory, sub debt, and junior equity financing for clients across the region. Their expertise supports businesses seeking strategic transactions or capital structuring solutions.
The firm is led by President Tom Zucker with Vice Presidents Colin Zucker, Corey Tull, Brad Wise, Patrick Berry, and Partner Matthew Keefe heading key sectors. Managing Director Matt Bodenstedt oversees overall operations while Partners Tom Stafford focuses on mergers and acquisitions. Senior analysts John Stevenson, Matt Baldwin, Thomas Smyers, and Sam Ostrander provide analytical support; Investment Banking Analysts Noah Coyne, Maria Lea Lloren (Sales Manager) manage client relations and execution.
| EdgePoint Website | edgepoint.com |
| Social Links |  |
| Phone Number | 216.831.2430 |
| Industries | |
| EdgePoint Headquarters Address | 3201 Enterprise Parkway, Beachwood, Ohio, 44122 US |
| Company Size | 10-50 employees |
| Specialities & Services | Sell-side advisory, Corporate divestitures, Buy-side advisory, Sub debt and junior equity financing |
| SIC Code | 6411, 6282, 6199 |
| NAICS Code | 523920 Portfolio Management, 523930 Investment Advice, 524210 Insurance Agencies and Brokerages, 524291 Claims Adjusting, 524292 Third Party Administration of Insurance and Pension Funds, 524298 All Other Insurance Related Activities |
| DMA Code | Cleveland Metropolitan Area |
| Founded | 2000 |
| Estimated Annual Revenue | $10M - 50M |
| Operating Status | Independent Company |
| Updated: | 2026-10-02 |
Estimated Website Traffic
The chart shows a growth in traffic to the edgepoint.com website. In September, traffic increased to 6404, compared to 6187 in the previous month. The highest traffic in 2026 was recorded in September, reaching 6404 visits.
Workforce Turnover
Number of employees switched from or switched to
Departmental sample breakdown
Length of Employment
EdgePoint's workforce includes employees across a wide range of tenure levels.
7% have been with the company for less than 1 year14% have been with the company for 1 to 2 years14% have been with the company for 3 to 4 years21% have been with the company for 5 to 7 years21% have been with the company for 8 to 10 years21% have been with the company for more than 11 years
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EdgePoint Corporate Information: FAQ
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