MINNEAPOLIS, MN – April 23, 2026 – True North Mergers & Acquisitions (True North) today confirmed its role as the exclusive financial advisor to Edge Home Finance (Edge) in securing a strategic investment from Presidio Investors. The transaction, which closed on April 23, 2026, aims to bolster Edge's expansion initiatives, particularly through advancements in technology and infrastructure, as well as future acquisitions.
Edge Home Finance, headquartered in Minnetonka, Minnesota, operates as a mortgage brokerage platform supporting over 1,200 loan officers. The company has established a reputation within the broker channel by providing originators with technology, operational support, and a broker-centric model.
Presidio Investors, an Austin, Texas-based private equity firm, focuses on middle-market investments and collaborates with management teams to build long-term value.
Chris Hacker, co-founder of Edge Home Finance, stated that the company was built to empower loan originators. He emphasized the importance of selecting the right partner for the next growth phase, noting that True North facilitated the process and identified Presidio as a partner aligned with Edge's long-term vision.
Chantel Hacker added that True North understood the company's values beyond financial considerations, helping to find a partner that respects the culture Edge has established.
Victor Masaya, a partner at Presidio Investors, commented that Edge Home Finance's platform and broker-focused approach are consistent with Presidio's growth objectives. He indicated a shared goal to expand the platform and enhance the value proposition for loan originators.
Tom Ahles, President of Edge Home Finance, remarked that Presidio brings the necessary technology vision and strategic guidance to broaden Edge's market reach and elevate service delivery.
Michael Hubsmith, President of True North, highlighted that advising a lower middle market company involves assisting founders in realizing value and positioning their business for its subsequent growth phase.
Edge Home Finance will continue to operate under its existing leadership team and platform following the investment.