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Investment Banking, M&A & Corporate Finance

When it comes to structuring and facilitating tax-efficient liquidity events, we believe we're the best on the Street — our team of experts gives business owners an Intelligent Edge. 

Intelligent Edge Advisors is a thought leader and innovator when it comes to tax-efficiently monetizing family-owned and privately-held businesses.

Intelligent Edge is a privately-owned investment bank dedicated to providing business owners with the highest quality M&A and other financial advice. Our focus is on middle-market companies — those valued between $10 and $500 million. We do not lend or manage a private equity fund, so there are no conflicts of interest. We offer one product — independent and objective advice. Our job is to answer one question — what is in the client’s best interest?

Leadership & Experience Produce an Intelligent Edge

Our Managing Partner Thomas Boczar, Esq., LL.M., CFA, began his twenty-three year career as a Wall Street lawyer focusing on M&A and acquisition finance. Tom practiced law with Mudge Rose Guthrie Alexander & Ferdon, and then later Cahill Gordon & Reindel, where he gained extensive transactional, M&A and corporate finance experience. Tom represented private equity/buyout firms, merchant banks, both senior and subordinated lenders and investment banks. Tom also represented the owners and shareholders of privately-held companies across many different industries in various types of change of control and corporate reorganization transactions. Tom has participated in structuring transactions worth several billion dollars.

M&A Advisory

We offer a full range of M&A services and seek the optimal result for each client, even if the result is that no transaction is executed.

Tailored Solutions Every assignment is unique, and we customize each transaction to best satisfy the needs and objectives of the client.
Tax-Efficient Importantly, each and every transaction is planned and structured with an eye towards achieving the optimal tax result.

Special Expertise Representing Sellers Our team has a special expertise in providing seller advisory services to private equity firms, public companies, and especially family-owned businesses. We lead each phase of the sales process, including due diligence, valuation, buyer identification, positioning of the business, contact with potential buyers and structuring and negotiating the terms of the transaction.

Unique Approach To Family-Owned Businesses We realize that selling a business is an emotional event. We understand the realities of family and group dynamics, such as collaborating with various external advisors, and we address the soft issues that surround — and sometimes drive — a transaction.

Knowledge of Financial and Strategic Buyers in Many Industries Our knowledge of middle-market company buyers is extensive and has a global reach that includes both strategic and financial buyers. The Intelligent Edge team has executed transactions in many different industries.

Senior Professionals Lead Each Engagement Smaller transactions are not used as a training ground for youthful professionals.

Corporate Finance Advisory

Intelligent Edge advises clients on a wide variety of issues ranging from strategic option reviews and business portfolio reviews to the financial analysis of a particular project to helping determine the appropriate capital structure and financing strategy for a business..

Capital Raising and IPO Advisory

Intelligent Edge arranges the private placement of equity, mezzanine and debt capital to facilitate recapitalizations and other shareholder liquidity events, as well as to support client growth initiatives. We also assist clients in navigating the complex process of issuing equity or debt securities publicly, from selecting the right underwriters to negotiating the terms of the financing.