MINNEAPOLIS (June 1 , 2026) — Lathrop GPM represented Edge Home Finance in a strategic investment by Presidio Investors. The transaction provides the mortgage brokerage platform with capital to accelerate growth through investments in technology, infrastructure and acquisitions.
Headquartered in Minnetonka, Minnesota, Edge Home Finance is a mortgage brokerage platform with over 1,200 loan officers. The company provides technology, operational support and lending solutions to loan originators. The business has built a strong reputation in the broker channel by empowering originators through a broker-first model. Presidio Investors is an Austin-based private equity firm focused on middle-market investments and partnering with management teams to build long-term value.
Lathrop GPM’s team representing Edge Home Finance was led by partner JC Anderson and supported by partners Allie Itami and Jane Trueper, and associate Lu Li.
True North Mergers & Acquisitions served as the exclusive financial advisor to Edge Home Finance. The True North M&A team was led by Michael Hubsmith, Kirill (“KG”) Graminschi, Roan Morgan and Clay Geary.
The Mergers & Acquisitions team at Lathrop GPM is recognized by Chambers USA for its sophistication of work, client service and bench strength.