Edge was founded to help wealth management businesses address challenges in growing organically and provide inorganic growth solutions. It works with successful firms looking to become leaders by leveraging what they have built. Edge provides an end-to-end service for developing and executing customized growth strategies, such as mergers and acquisitions, talent acquisition, expansion into new markets, and succession planning. Its process involves discovery, developing a strategic plan with recommendations, and then executing the plan through initiatives like sourcing advisors and firms to join existing practices.

1. BOLD OPPORTUNITIES. EMPOWERING INSIGHT.
INTRODUCING EDGE
Today’s wealth management industry is characterized by:
n An increased appetite for advisors to grow in ways other than through organic client acquisition
n A strong desire for entrepreneurial advisors to break away from the full service model to have more control
n An aging population of financial advisors with limited succession and business monetization plans
Advisors also face difficulty in scaling assets through means other than organic growth. They lack the time (and sometimes expertise)
to think through and execute M&A strategies, geographic expansion plans, channel strategies and well-vetted succession plans.
Smaller advisors who are interested in joining a more entrepreneurial environment struggle to find a larger firm with the proper
geographical, product, client and cultural fit.
Advisors often ask themselves: How do I bring in new assets on a continual basis? Leverage expansion opportunities in new markets?
Add talented advisors with the right infrastructure to better serve a growing client base? What is my company’s current valuation and
its true potential in the case of a liquidity event?
Edge was founded to fill a gap in the market, helping wealth management businesses to address these challenges and drive
meaningful growth. Entrepreneurial firms want to grow faster than what’s possible via a traditional, organic approach; Edge delivers
inorganic growth solutions that create operating leverage for businesses.
Edge works with successful wealth management firms looking to become tomorrow’s leaders in the new environment, and who
can leverage the foundation they’ve built in new ways. Edge goes beyond consulting by providing an end-to-end service for the
development and execution of customized growth strategies.
With Edge, you’ll have a strategic game plan plus full execution support to achieve tangible, long-term financial benefits.
A unique approach to driving significant long-term growth
Edge helps RIA’s and wealth management firms to:
n Source, analyze and complete M&A transactions
n Identify individuals and teams that bring complimentary product and service value propositions to the
firms’ existing client base
n Create long term business continuity and succession plans
n Attract high caliber talent to ensure continued business growth and long term continuity
n Develop and execute new channel strategies
n Expand into new markets
Edge provides a seamless, full service approach to the development and execution of these growth strategies through a proven
process. More importantly, we identify solutions that are true to your company’s culture and mission.
Edge Strategy Group
12 Havemeyer Place, 3rd Floor
Greenwich, CT 06830
203.769.7240
www.edgepartner.com

2. THE EDGE PROCESS
PHASE 1: Development of a strategic growth or continuity succession plan
PHASE 2: Execution of a strategic growth or continuity succession plan
Phase 1: Discovery and Strategic Plan Development
We collaborate with you in a comprehensive due diligence process to gain a 360-degree picture of your business today and the
potential for the future. We will seek to understand your value proposition, service offering and additional business strategies.
The Discovery process includes analyzing critical factors driving growth, such as:
n Client Analysis
n Investment Services and Processes
n Assets and Revenue
n Business Development and Marketing
n Client Services
n Culture
Strategic Recommendation
Through our Discovery process, we identify the most relevant strategies, along with a formal implementation approach. You’ll see
projections for the financial and other benefits we estimate from the implementation of these strategies. You will receive:
n Due Diligence Assessment Report which will serve as the basis for an inorganic growth strategy
n Strategic Plan including recommended opportunities and tools to help ensure successful implementation
n Implementation Plan for assisting with the execution of inorganic growth strategies by sourcing advisors, teams and
entire firms to join existing independent practices. Our experienced team is supported by a sophisticated, proprietary
database that was developed over the course of a decade – giving us significant advantages in executing specific
growth strategies.
As part of the Strategic Plan, we provide the following tools that would support effective implementation:
n Business Profile and Offering Documentation: Position Your Business For Success. A strong company profile and
well-positioned offering is key to attracting and engaging with desirable RIAs and firms. Edge will create a dashboard view
of your company that shines a light on what makes your business unique and attractive to complementary advisors and
businesses.
n Recruitment Term Sheet: Ensure Execution Is On Strategy. Edge provides an opportunity profile that presents the
position(s) to be filled. This ensures total alignment with the execution plan and also serves to effectively communicate to
advisors who are a potential fit for your firm.
Phase 2: Plan Execution
Once a partnership commitment is made, Edge works with you to take action on the agreed initiatives. We expect initial results, e.g.
candidate identification, within the first 90 days, and a timeframe of 12 – 24 months to achieve implementation of all agreed strategies.