#United States #Westport #Balance Point #The Edge #Serent Capital

Balance Point Invests in The Edge

May 14, 2026 - Westport, Connecticut
Balance Point Capital Advisors, LLC, together with its affiliates, is excited to announce its investment in The Edge, a premier software platform for independent jewelry retailers. This significant partnership coincides with The Edge's acquisition by private equity firm Serent Capital.

As part of this transition, The Edge welcomed Josh Brenner as its new Chief Executive Officer (CEO), taking over from founder Dick Abbott. After nearly 25 years of dedicated service, Abbott will retire, continuing to support the company during this crucial transition period. Under his leadership, The Edge has established itself as an indispensable tool for jewelry retailers, equipping them with essential resources to manage everything from point-of-sale transactions to inventory control and customer relationship management.

The Importance of The Edge

The Edge is particularly renowned for its ability to address the unique operational requirements of independent jewelry stores. Its comprehensive software provides crucial functionalities that enhance operational efficiency while facilitating daily tasks like repairs, appraisals, and customer record management. Over the years, The Edge has built a reputation as a trusted partner for thousands of jewelry businesses across the U.S., showcasing its enduring value.

Adam Sauerteig, a partner at Balance Point, expressed enthusiasm for the investment, stating, "We are thrilled to collaborate with The Edge and the Serent team as the company embarks on a new phase under its renewed leadership. The Edge has earned the respect and loyalty of independent jewelers by delivering a mission-critical service for decades, and we are committed to supporting Josh and his team in advancing their product and growing the business further."

Josh Brenner, the new CEO, has high aspirations for the company's future. He commented, "Building on the robust foundation established by Dick Abbott, I am eager to continue enhancing the platform and delivering unparalleled service to our customers. With the backing of Serent Capital and Balance Point, we possess the right resources to further invest in our solutions, helping our clients achieve greater success."

The Financial Backing

This collaboration not only signals a promising future for The Edge but also reflects Balance Point’s strategy of investing in the lower middle market. With approximately $2.4 billion in assets under management, Balance Point adopts a long-term, partnership-focused approach. They seek to build mutual relationships and deliver substantial value to their portfolio companies.

Dexter Hopen, a partner at Serent Capital, expressed the firm’s enthusiasm stating, "We are delighted to partner with Josh, Dick, and The Edge during this pivotal time. The company has built an impressive reputation among independent jewelers by centering its offerings on their daily business needs. Furthermore, through a thoughtful and flexible financing solution, Balance Point has equipped the company with the necessary financial groundwork to facilitate its growth and future investments."

About Balance Point

Founded with a mission to support lower middle market firms, Balance Point specializes in providing a blend of debt and equity capital. Their collaborative approach has enabled them to engage with various companies to foster innovation and drive growth.

For further insights, visit Balance Point Capital for more information about their initiatives.

About The Edge

The Edge is recognized as a leading software provider tailored specifically for jewelry retailers. Its wide-ranging solutions facilitate growth in sales, optimize inventory, and enhance operational processes for jewelry stores.

Discover more about The Edge at The Edge for Jewelers.

About Serent Capital

With 18 years of experience, Serent Capital focuses on investing in founder-led software and technology-enabled services firms. They have formed partnerships with over 75 companies to support innovation and facilitate sustained growth.

Explore more about their work at Serent Capital.