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

Transaction Experience

$1.5Bn+

Years of Team Experience

85+

Clients and Partners

65+

Our Services

Mergers & Acquisitions

■ Buy-Side Due Diligence:

We conduct thorough investigations into the financial health of target companies or potential buyers, identifying risks and validating the investment thesis. Our diligence ensures you have the insights needed for confident, informed decisions, all at the right price.

■ Sell-Side Process Advisory:

Our sell-side support guides you through the entire transaction process, from strategic preparation to closing. We help position your company optimally, anticipate buyer concerns, and address potential obstacles proactively, maximizing transaction value and ensuring a smooth sale.

■ Advanced Financial Modeling:

Our team develops comprehensive financial models that project the impact of M&A transactions. These include operating, DCF, LBO, and merger modeling, to assess viability and optimize negotiation strategies for your deal.

■ Investment Committee and Board Memorandums:

Receive a concise, data-backed investment memo crafted to win over internal stakeholders or attract potential investors. We deliver a clear, persuasive case to build support for your transaction.

■ Fair Market Valuation:

Using reliable valuation methodologies, we establish a fair market value for target businesses, equipping you to negotiate with clarity and maximize returns on investment.

■ Third-Party Diligence Management:

Our team has significant experience managing, reviewing, and driving work related to third-party workstreams required in buyouts, including Accounting/QoE, Commercial, Financing, HR, Tax, and Legal.

■ Data Room Setup & Management:

We handle the secure setup and management of data rooms, organizing essential documents to streamline information flow and ensure efficient due diligence throughout the transaction.

Office of the CFO

■ Interim CFO, FP&A, and Finance Leadership Placement:

We provide experienced CFOs and finance operators on an interim basis, giving you access to leadership and specialized expertise to meet immediate and strategic needs. Our advisors deliver comprehensive financial management and operational insights to enhance profitability, optimize cash flow, and support long-term value creation.

■ M&A Integration Planning & Execution:

We develop cross-functional integration plans for post-acquisition alignment, encompassing IT systems, accounting, organization design, and supply chain to achieve a unified, efficient operational structure.

■ Budgeting & Forecasting:

We create sophisticated models, forecasts, and budgets that provide data-driven insights for proactive planning, use in incentive pay plans, and to ensure informed decision-making across all business scenarios.

■ Financial Reporting Standardization, Optimization, and Automation

Our experts standardize financial reporting, accounting systems, and policies, delivering a consistent and transparent financial framework.

■ Process Optimization for Financial Operations:

We streamline essential financial processes — such as month-end close and inventory management — establishing efficient, scalable frameworks that improve operational accuracy and reduce costs.

■ Cash Flow Management & Financial Stability Solutions:

We provide cash flow management strategies that ensure liquidity, maintain stability, and support ongoing operations, helping companies prepare for future growth.

■ ERP, IT, HR, and Other Financial Systems Implementations:

Our team deploys and optimizes ERP and financial systems, driving digital transformation to enhance performance, data accessibility, and reporting accuracy.

“Working with Hawken and team was a privilege and an enormous help. Edgewater seamlessly integrated into the deal team on this transaction and was extremely hands-on and created exactly the work-product we needed for the board while also providing the right helping hand to the management team. I look forward to working with Edgewater in the future; I would work with them again in a heartbeat and recommend to my colleagues.”

Private Equity Firm

“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, Private Investment Firm

“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, Private Equity Firm

“Edgewater Strategy Group did an incredible job. They are highly recommended. Extremely bright, punctual, very communicative and resourceful!”

Private Equity Firm

“Edgewater Strategy Group was phenomenal to work with. Our medical centers needed a thorough, thoughtful, and easy-to-understand financial presentation for our investors. ”

Private Sector Client

“As always, Edgewater Strategy Group provided high quality work. Also completed this task with a short turnaround time.”

Venture Capital Firm

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

The Edgewater Strategy Group

Our Services

Mergers & Acquisitions

■ Buy-Side Due Diligence:

■ Sell-Side Process Advisory:

■ Advanced Financial Modeling:

■ Investment Committee and Board Memorandums:

■ Fair Market Valuation:

■ Third-Party Diligence Management:

■ Data Room Setup & Management:

Office of the CFO

■ Interim CFO, FP&A, and Finance Leadership Placement:

■ M&A Integration Planning & Execution:

■ Budgeting & Forecasting:

■ Financial Reporting Standardization, Optimization, and Automation

■ Process Optimization for Financial Operations:

■ Cash Flow Management & Financial Stability Solutions:

■ ERP, IT, HR, and Other Financial Systems Implementations:

Edgewater's Work In The News

Axius Water Acquires MITA Water Technologies, a Leader in Wastewater Treatment and Filtration

Riveron Acquires Yantra, Adding Strength to Supporting Technology Needs of CFOs

Torrent Photonics Announces Acquisition of Knight Optical

New era of seamlessM&A & Office of the CFO solutions

The Edgewater Strategy Group

Our Services

Mergers & Acquisitions

■ Buy-Side Due Diligence:

■ Sell-Side Process Advisory:

■ Advanced Financial Modeling:

■ Investment Committee and Board Memorandums:

■ Fair Market Valuation:

■ Third-Party Diligence Management:

■ Data Room Setup & Management:

Office of the CFO

■ Interim CFO, FP&A, and Finance Leadership Placement:

■ M&A Integration Planning & Execution:

■ Budgeting & Forecasting:

■ Financial Reporting Standardization, Optimization, and Automation

■ Process Optimization for Financial Operations:

■ Cash Flow Management & Financial Stability Solutions:

■ ERP, IT, HR, and Other Financial Systems Implementations:

Edgewater's Work In The News

Axius Water Acquires MITA Water Technologies, a Leader in Wastewater Treatment and Filtration

Riveron Acquires Yantra, Adding Strength to Supporting Technology Needs of CFOs

Torrent Photonics Announces Acquisition of Knight Optical

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