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

The Edgewater Strategy Group

Edgewater is a boutique consulting firm specialized in Mergers and Acquisitions 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.

About Us
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Transaction Experience
$2.0Bn+
Engagements
100+
Clients and Partners
80+

Our Services

Mergers & Acquisitions and Capital Raising

Partner with us to navigate complex transactions efficiently and drive successful outcomes with confidence.

  • Comprehensive Due Diligence
  • Advanced Financial Models
  • Investment Committee Memorandums
  • Complex Data Analysis
  • Quality of Earnings
  • Third Party Vendor Management
  • Investor Targeting & Outreach
  • Investor Deck & Board Materials
  • Negotiation of Definitive Docs
  • Data Room Preparation & 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
Working with Edgewater was **instrumental** in the success of our recent multi-location medspa acquisition. They 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
** 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
Edgewater played a critical role in the success of our recent acquisition. Their team ** seamlessly integrated** with ours, providing hands-on support across diligence, financial modeling, and deal execution. 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
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'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 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 Work In The News

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Renovus Capital Partners Expands Its Portfolio with Strategic Acquisitions of K2 Services, Epiq GBTS and Forrest Solutions
November 10, 2025
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Axius Water® Expands Nutrient Removal Capabilities with the Acquisition of S&N Airoflo, Inc.
August 14, 2025
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Essential Turbines Inc. Closes Acquisition of AeroMaritime Mediterranean, Launches Essential Turbines Malta as European MRO Hub
July 22, 2025
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Conex

Securities are offered through Finalis Securities LLC Member FINRA / SIPC.
Edgewater Strategy Group  is not a registered broker-dealer, and Finalis Securities LLC and Edgewater Strategy Group are separate, unaffiliated entities.
https://edgewaterstrategygroup.com (the "Edgewater Strategy Group Website") is a website operated by Edgewater Strategy Group, a privately held Delaware limited liability company. Edgewater Strategy Group provides financial and strategic consulting services, mergers and acquisitions services, fairness opinions, etc. Disclaimer: This website is for informational purposes only, is not an offer, solicitation, recommendation, or commitment for any transaction or to buy or sell any security or other financial product, and is not intended as investment advice or as a confirmation of any transaction. Products and services on this website may not be available for residents of certain jurisdictions. Please consult with a Finalis Securities’ registered representative regarding the product or service in question for further information. Investments involve risk and are not guaranteed to appreciate. Any market price, indicative value, estimate, view, opinion, data, or other information herein is not warranted as to completeness or accuracy, is subject to change without notice, and Edgewater Strategy Group along with Finalis Securities LLC accepts no liability for its use or to update it or keep it current

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