Investments
81Portfolio Exits
42Funds
12Latest Edgewater Funds News
May 4, 2021
Vedder Price advised Evriholder Products, LLC on the deal. Evriholder Products, LLC (“Evriholder”), a portfolio company of The Edgewater Funds, announced its investment in Murray Sales Inc. (“MSC”). MSC is a Canadian designer and global distributor of innovative impulse and kitchenware products under the Joie brand. The deal team advising Evriholder included Michael A. Nemeroff (Picture), Shelby E. Parnes, Joseph T. Bueche, Marie H. Godush, Braden D. Shaw and Ashlee M. Germany (Finance & Transactions), Matthew P. Larvick and Grant Kaiser (Tax), and John K. Burke (Intellectual Property).
Edgewater Funds Investments
81 Investments
Edgewater Funds has made 81 investments. Their latest investment was in Assurance Health System as part of their Unattributed VC on February 2, 2021.
Edgewater Funds Investments Activity
Date | Round | Company | Amount | New? | Co-Investors | Sources |
|---|---|---|---|---|---|---|
2/19/2021 | Unattributed VC | Assurance Health System | $5.62M | Yes | 1 | |
12/17/2020 | Private Equity | DataBank | Yes | 1 | ||
10/10/2018 | Unattributed VC - II | Ryan Specialty Group | $0.5M | No | 1 | |
7/13/2018 | Unattributed VC | |||||
10/13/2017 | Private Equity - III |
Date | 2/19/2021 | 12/17/2020 | 10/10/2018 | 7/13/2018 | 10/13/2017 |
|---|---|---|---|---|---|
Round | Unattributed VC | Private Equity | Unattributed VC - II | Unattributed VC | Private Equity - III |
Company | Assurance Health System | DataBank | Ryan Specialty Group | ||
Amount | $5.62M | $0.5M | |||
New? | Yes | Yes | No | ||
Co-Investors | |||||
Sources | 1 | 1 | 1 |
Edgewater Funds Portfolio Exits
42 Portfolio Exits
Edgewater Funds has 42 portfolio exits. Their latest portfolio exit was Vertical Bridge on August 10, 2021.
Date | Exit | Companies | Valuation Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model. | Acquirer | Sources |
|---|---|---|---|---|---|
8/10/2021 | Acquired | 1 | |||
7/23/2021 | IPO | 2 | |||
10/29/2019 | Acquired | 1 | |||
Date | 8/10/2021 | 7/23/2021 | 10/29/2019 | ||
|---|---|---|---|---|---|
Exit | Acquired | IPO | Acquired | ||
Companies | |||||
Valuation | |||||
Acquirer | |||||
Sources | 1 | 2 | 1 |
Edgewater Funds Acquisitions
27 Acquisitions
Edgewater Funds acquired 27 companies. Their latest acquisition was DataBank on January 05, 2020.
Date | Investment Stage | Companies | Valuation Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model. | Total Funding | Note | Sources |
|---|---|---|---|---|---|---|
1/5/2020 | Private Equity | $2.7M | Shareholder Liquidity | 2 | ||
7/12/2017 | Acq - Fin | $0.68M | Acq - Fin | 1 | ||
7/14/2016 | Private Equity | $2.7M | Acquired | 2 | ||
2/9/2015 | ||||||
11/26/2014 |
Date | 1/5/2020 | 7/12/2017 | 7/14/2016 | 2/9/2015 | 11/26/2014 |
|---|---|---|---|---|---|
Investment Stage | Private Equity | Acq - Fin | Private Equity | ||
Companies | |||||
Valuation | |||||
Total Funding | $2.7M | $0.68M | $2.7M | ||
Note | Shareholder Liquidity | Acq - Fin | Acquired | ||
Sources | 2 | 1 | 2 |
Edgewater Funds Fund History
12 Fund Histories
Edgewater Funds has 12 funds, including EGCP INVESTMENT PARTNERS V-A.
Closing Date | Fund | Fund Type | Status | Amount | Sources |
|---|---|---|---|---|---|
11/12/2020 | EGCP INVESTMENT PARTNERS V-A | $101M | 1 | ||
2/5/2019 | Edgewater Growth Capital Partners IV | Buyouts & Acquisitions | $1,344.12M | 4 | |
2/17/2017 | EGCP IV LP | Diversified Private Equity | $20M | 1 | |
12/31/2011 | Edgewater Growth Capital Partners III LP | ||||
6/17/2010 | Edgewater Growth Equity Partners III LP |
Closing Date | 11/12/2020 | 2/5/2019 | 2/17/2017 | 12/31/2011 | 6/17/2010 |
|---|---|---|---|---|---|
Fund | EGCP INVESTMENT PARTNERS V-A | Edgewater Growth Capital Partners IV | EGCP IV LP | Edgewater Growth Capital Partners III LP | Edgewater Growth Equity Partners III LP |
Fund Type | Buyouts & Acquisitions | Diversified Private Equity | |||
Status | |||||
Amount | $101M | $1,344.12M | $20M | ||
Sources | 1 | 4 | 1 |
Edgewater Funds Team
2 Team Members
Edgewater Funds has 2 team members, including former General Partner, Bob Allison.
Name | Work History | Title | Status |
|---|---|---|---|
Jim Gordon | Founder | Current | |
Bob Allison | General Partner | Former |
Name | Jim Gordon | Bob Allison |
|---|---|---|
Work History | ||
Title | Founder | General Partner |
Status | Current | Former |