For Our Clients

Edwards Investment Banking

Benjamin F. Edwards & Co. offers mergers and acquisitions (M&A) services, with an emphasis on selling middle-market companies. Selling a business can be complex, but our experienced team of highly accomplished investment bankers can manage the transaction from engagement to completion.


The Team

The Edwards investment banking team understands the selling process and excels at assisting our clients in evaluating strategic alternatives, and planning and executing successful exit strategies. We recognize the importance of listening, understanding, positioning, and advocating for our client in order to achieve their objectives.

Doug Rubenstein, Executive Vice President, Chief Operating Officer & Director of Capital Markets

Shelby Schagrin, Managing Director & Co-Group Head of Investment Banking

Philip Metzger, Vice President Investment Banking

Sam Chisholm, Investment Banking Analyst

Capabilities and Services

Our approach is to understand the unique circumstances and objectives of each client, and then structure each engagement to meet those needs.

Our Services

Selling Middle-Market Companies

We manage transactions from the initial engagement to completion. We are well-versed and have extensive experience in each key element of the selling process including:

  • In-depth understanding of the business and the client objectives
  • Presenting the business
  • Targeting and approaching potential buyers
  • Communicating with potential buyers
  • Managing due diligence
  • Negotiating optimal terms and agreements
  • Closing the deal to maximize value

Our years of experience in investment banking have shown us the importance of managing the ups and downs of each transaction. We maintain a pragmatic perspective throughout the process, while upholding strict confidentiality. Selling a business requires an experienced team with a creative and tenacious approach that delivers results.

Advising on Buying Companies

We also serve as an advisor to clients seeking to make acquisitions. We assist in developing a framework and approach for acquisitions, identifying potential targets, contacting prospects and negotiating transactions for buyers.


*Alternative investments are generally speculative and involve specific risks that you should be aware of before investing. Minimum income restrictions and/or other requirements may apply.

** Variable annuities are long-term investments and are subject to market fluctuations and investment risk. They are sold by prospectus. Before investing, it is important that you consider your investment objectives, risks, charges, and expenses. You can obtain a prospectus by contacting your financial advisor.