CapFive Member

Tom Stafford

Managing Director

Prior to joining EdgePoint, Tom spent nearly 14 years at KeyBanc Capital Markets, Inc. in Cleveland, OH as a senior investment banker in the M&A and Financial Sponsor Groups. During his tenure at Key, Tom worked closely with privately held and publicly traded companies, leading the execution of middle market transaction across a range of industries with an emphasis on businesses in the Industrial Energy and Infrastructure sectors.

His financial advisory experience includes buy and sell-side M&A transactions, public company mergers, fairness opinions, corporate divestitures, as well as a variety of debt and equity financing.

Tom earned his MBA in Banking and Finance with distinction from the Weatherhead School of Management at Case Western Reserve University and earned his BA from University of Michigan.

Based: United States of America, Americas
Member since: May 2024
Phone: 216-342-5775
Email: tstafford@edgepoint.com
Website: edgepoint.com

EdgePoint

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Chuck Aquino RoleManaging Director FirmEdgePoint Chuck brings almost 25 years of investment banking experience to EdgePoint, most recently as Managing Director of the Industrial, Commercial & Infrastructure Services practices at Citizens M&A. Responsible for deal origination and execution, he worked closely with privately-owned, investor backed and publicly traded businesses in verticals such as commercial services, engineering and construction, vendor-managed services, environmental services, human capital management, business process outsourcing and others. View profile

John Herubin RoleManaging Director, Business Development FirmEdgePoint John joined EdgePoint in 2006 and works with middle market business owners to clarify transition options and assist in the execution and completion of these strategies. View profile

Kristen Buchstein RoleMarketing & BD Coordinator FirmEdgePoint Kristen joined EdgePoint in 2015 and serves as the Marketing and Business Development Coordinator. View profile

Matt Keefe RoleMD Edgepoint Capital Advisors FirmEdgePoint Prior to joining EdgePoint, Mr. Keefe served on the corporate management team of ERICO International, a privately-held manufacturer. View profile

Matthew Bodenstedt RoleDirector FirmEdgePoint Matt is responsible for advising the firm’s Healthcare clients in matters related to mergers, acquisitions and financing transactions. View profile

Paul Chameli FirmEdgePoint Paul is a Managing Director of EdgePoint. View profile

Russ Warren RoleManaging Director FirmEdgePoint Russ has specialized in corporate financial services for 40 plus years advising hundreds of clients from North America, Europe, Asia and the Middle East on mid-market transactions. View profile

Tom Zucker RolePresident FirmEdgePoint President of EdgePoint Capital Advisors, Tom founded and grew the firm into a national investment banking firm focused on providing sell-side advisory services for Industrial, Business Services, and Healthcare privately held companies. View profile

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