BankerNotes
Comparison

Edgemont Partners vs Ziegler

Comparing two boutique M&A advisors · Last updated April 6, 2025

AttributeEdgemont PartnersZiegler
TypeIndustry specialistIndustry specialist
HQNew York, NYChicago, IL
Founded20021902
Sector focusHealthcareHealthcare, Senior Living
Deal size$25M-$500M$25M-$500M
Senior team
  • James Stark
    Managing Director
  • Tim O'Connor
    President, CEO
Rating Locked Locked
Reviews0 verified0 verified

Choosing between Edgemont Partners and Ziegler

Edgemont Partners and Ziegler both work in Healthcare. Founders running a sell-side process in those categories often see both names on their advisor longlist, which is why this comparison comes up. Both firms position themselves as industry specialist advisors, so the choice is less about category and more about pattern recognition, senior attention, and process fit.

Edgemont Partners is headquartered in New York, NY and was founded in 2002, while Ziegler operates out of Chicago, IL and was founded in 1902. Geography matters here: Edgemont Partners's New York relationships and Ziegler's Chicago relationships will overlap on national strategics but diverge on the regional private equity buyer set most likely to push price. On deal-size focus, Edgemont Partners states $25M-$500M while Ziegler states $25M-$500M. Beyond shared coverage, Edgemont Partners also reaches into adjacent categories, while Ziegler extends into Senior Living.

For founders deciding between Edgemont Partners and Ziegler, the honest recommendation is to take a working session with each named partner before signing. Read the firm-level reviews on BankerNotes for the pattern that matters most: did the partner who pitched the mandate run the buyer calls and final negotiations, or did the work slide down the org chart by week six. That pattern, more than league-table position, is what separates a good outcome from a mediocre one.

Firm A profile
Edgemont Partners
New York, NY

Edgemont Partners is a industry specialist headquartered in New York, NY and founded in 2002. The firm focuses on Healthcare and typically advises on transactions in the $25M-$500M range. Key dealmakers include James Sta...

Read the Edgemont Partners profile and reviews
Firm B profile
Ziegler
Chicago, IL

Ziegler is a industry specialist headquartered in Chicago, IL and founded in 1902. The firm focuses on Healthcare, Senior Living and typically advises on transactions in the $25M-$500M range. Key dealmakers include Tim O...

Read the Ziegler profile and reviews

Frequently asked questions

What is the main difference between Edgemont Partners and Ziegler?
Edgemont Partners is a industry specialist HQ'd in New York, NY (founded 2002), focused on Healthcare, with a typical deal range of $25M-$500M. Ziegler is a industry specialist HQ'd in Chicago, IL (founded 1902), focused on Healthcare, Senior Living, with a typical deal range of $25M-$500M. Beyond those facts, the most reliable differentiator is senior banker attention, which BankerNotes reviews are designed to surface.
Which firm has better founder reviews, Edgemont Partners or Ziegler?
Edgemont Partners's current rating is Locked (reviews unlock after five verified founders submit ratings). Ziegler's current rating is Locked (reviews unlock after five verified founders submit ratings). Read the individual firm profiles for the full review breakdown.
Should I shortlist both Edgemont Partners and Ziegler?
For most founders evaluating sell-side advisors with overlapping sector and deal-size fit, putting both on a shortlist is reasonable. The point of a bake-off is to test how the senior team behaves under pressure, how the firm shapes the buyer universe, and how it handles a difficult diligence question. Treat the shortlist as an interview, not a beauty contest.
How does BankerNotes verify reviews of Edgemont Partners and Ziegler?
Every review is submitted by a founder who confirms they hired the firm as their sell-side advisor. We verify the reviewer privately using work email, LinkedIn, and approximate engagement timing. The verified identity is never published. Only the rating, written review, and a generic sector label appear on the public page.

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Last updated: April 6, 2025