True North M&A Facilitates Edge Home Finance's Growth Through Strategic Investment

In an exciting development for the mortgage brokerage industry, True North Mergers & Acquisitions (TNMA) has recently finalized a strategic investment arrangement between Edge Home Finance and Presidio Investors. Announced on April 23, 2026, this collaboration signifies a milestone for Edge Home Finance, a company recognized for its innovative approach and strong broker channel reputation.

Investment Overview

Based in Minnetonka, Minnesota, Edge Home Finance is home to over 1,200 loan officers and has built a notable presence within the mortgage brokerage landscape. The partnership with Presidio, a private equity firm focusing on middle-market investments, aims to enhance Edge's growth trajectory by injecting capital into technology, infrastructure, and potential acquisitions. This move marks a critical point for Edge as it seeks to continue empowering its loan originators through advanced technology and operational support.

Chris Hacker, co-founder of Edge, expressed the importance of selecting the right investment partner saying, "Choosing the right partner for the next phase was critical. True North helped us navigate the process and identify a partner in Presidio that shares our long-term vision.”

Supporting the vision, Victor Masaya, a partner at Presidio Investors, mentions, "Edge Home Finance's platform and broker-focused approach align with our vision for growth. Together, we aim to expand the platform and deliver an enhanced value proposition to loan originators.”

Importance of Culture and Relationships

The essence of this partnership extends beyond mere financial gain. According to Chantel Hacker, Edge's co-founder, the company prides itself on years of hard work and the relationships it has cultivated. She emphasized that True North understood what mattered beyond the financial aspects and recognized the value of the culture that Edge had established over the years.

Edge will continue its operations under its current leadership team, ensuring that the core values and operations that have driven its success remain intact. Tom Ahles, president of Edge Home Finance, highlighted Presidio's commitment, stating, "Presidio brings the technology vision and strategic guidance to expand our reach and elevate service delivery.”

The Role of True North

True North M&A, through its dedicated team members including Michael Hubsmith and Kirill Graminschi, played a vital role in connecting Edge with Presidio. Michael Hubsmith remarked, "Selling a lower middle market company is about helping founders unlock value and position the business for its next phase.” He added that Edge stands out as a platform with a strong momentum, further emphasizing how valuable this partnership could be for the company’s future.

Kirill Graminschi noted that the successful transaction reflected discipline and competitive market interest, asserting that Edge attracted numerous potential buyers, with Presidio emerging as the partner that possessed both vision and resources necessary for scaling the platform effectively.

Legal Support and Financial Advisory

The transaction also showcases the importance of legal and quality support from recognized entities. Sell-side legal counsel was provided by Lathrop GPM LLP, while buy-side legal counsel came from Kirkland & Ellis LLP and Orrick, Herrington & Sutcliffe LLP. Financial quality of earnings was assessed by leading firms such as Redpath and Company, LLC and CLA (CliftonLarsonAllen LLP), ensuring the integrity of the transaction.

Conclusion

As Edge Home Finance sets sail on this new journey with Presidio Investors, the importance of a strategic partnership that values culture along with business outcomes is clear. True North M&A’s orchestration of this investment exemplifies how proper navigation and collaboration can lead to valuable investments that not only provide financial stability but also foster an environment for growth and innovation in the mortgage industry. The future looks promising for Edge Home Finance, with aspirations to broaden their reach and enhance their service delivery for loan originators across the country.