Edgewater Strategy Group

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

$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 and C-Suite Presentations

Audit Readiness

Opening Balance Sheets
M&A Integration
ERP/HCM Implementations
Operational Process Optimization
Performance Oversight

“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 and Capital Raising

Office Of the CFO

Edgewater's Work In The News

Axius Water® Expands Nutrient Removal Capabilities with the Acquisition of S&N Airoflo, Inc.

Legal AI startup Ontra raises $70M to automate back office tasks for Wall Street

M&A Mastery: Hawken Lord on Changing the Game with Edgewater Strategy Group : Podcast

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

The Edgewater Strategy Group

Our Services

Mergers & Acquisitions and Capital Raising

Office Of the CFO

Edgewater's Work In The News

Axius Water® Expands Nutrient Removal Capabilities with the Acquisition of S&N Airoflo, Inc.

Legal AI startup Ontra raises $70M to automate back office tasks for Wall Street

M&A Mastery: Hawken Lord on Changing the Game with Edgewater Strategy Group : Podcast

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