Exceptional people driving success

Entrepreneurial spirit      The EdgeStone Team

at work  We are fundamentally a partnership of individuals with complementary skills

and diverse experience who respect and value each other's expertise. For

us, success begins with strong principles, a commitment to action and the best

people. At EdgeStone, we have proven that bringing top talent together to

solve problems generates superior performance and profitability.

You can always expect:

• Dedicated and professional entrepreneurial-style private capital

management teams for each of our funds

• Individuals with strong investment and operating track records across all funds

• Extensive cross-fund communication and assistance in deal flow and due

diligence

• Highly successful, experienced, and diversified investment committees

dedicated to each fund

Investment Team		Samuel L. Duboc Gilbert S. Palter Stephen O. Marshall Sarah Goel Logan Middleton Shane Soobotin
		Samuel L. Duboc Partner Sam founded EdgeStone in February 1999. From 1994 to 1999, he served as Managing Director and member of the Deals Review Committee at CIBC Capital Partners, the merchant banking division of CIBC. At CIBC Capital Partners, he successfully invested in a wide variety of industries including, among others, media, retail, restaurants and agriculture. From 1991 to 1994, he co-founded and developed the Loyalty Group Inc. (Air Miles Reward Program), Canada's most successful loyalty database marketing program, and served as COO. From 1990 to 1991, he served as COO of Holzman Jewellers, a U.S. based privately owned jewelry chain. From 1984 to 1990, he worked at Bain & Company. Sam serves on the Board of Directors of EZShield, New Food Classics, Porter Aviation Holdings, Stephenson’s Rental Services, and Bryker Technology Partners LP. He is a former director of Alliance Films, BFI Canada, Richards Packaging, Trimaster Manufacturing, Solace Systems and Hair Club Group. He holds a Bachelor of Science degree in Chemical Engineering from Tufts University magna cum laude and a M.B.A. from Harvard Business School. He was recognized in 2000 as one of Canada's Top 40 Under 40 and named one of the "Most Influential" alumni of the program in 2005; was nominated for the Ernst & Young Entrepreneur Of The Year® Award in 2006 and in 2007 and is a member of the Young President's Organization (YPO). Sam is Chairman of the Board of Pathways to Education Canada, a member of the Board of Directors of the CAMH Foundation and a member of the Toronto City Summit Alliance Steering Committee.
		Gilbert S. Palter Partner Gil joined EdgeStone in May 1999 as a co-founder. Prior to joining EdgeStone, he was the Founder, Chief Executive Officer and Managing Director of Eladdan Capital Partners, a Toronto-based private equity fund targeting middle-market Canadian and U.S. companies. He also founded Eladdan Enterprises, a boutique investment bank specializing in providing buy-side mergers and acquisitions advice to Canadian and U.S. companies, particularly on cross-border acquisitions and investments. Gil has previously worked at Morgan Stanley, Smith Barney, McKinsey & Company and Clairvest Group Inc. Gil currently serves as Chairman of the Board of Directors of Aurigen Capital Limited, Continental Alloys & Services, and Specialty Catalog Corporation and is a member of the Board of Directors of Eurospec Manufacturing and Mitel Networks Corporation. He is a former Chairman of Hair Club Group, Stephenson’s Rental Services, BFI Canada and Farley Windows and was previously a director of Alliance Films, Eurospec Manufacturing, Trimaster Manufacturing and Xantrex Technology. Gil holds an M.B.A. from Harvard Business School where he attended on a Frank Knox Memorial Fellowship and graduated as a Baker Scholar and winner of the John L. Loeb Fellowship in Finance. He was the Gold Medalist in his graduating class at the University of Toronto where he attended on the J.W. Billes Scholarship earning a Bachelor of Science degree in Computer Science and Economics. Gil is involved in a number of philanthropic organizations. He was recognized in 2003 as one of Canada's Top 40 Under 40, was nominated for The Ernst & Young Entrepreneur Of The Year® Award in 2006 and 2007, and is a member of the Young President's Organization (YPO).
		Stephen O. Marshall Partner Steve joined EdgeStone as a Partner in June 2002 and has over 25 years of transaction and corporate development experience. From 1999 until 2002, he was Executive Vice President, Corporate Development of MDC Corporation (now MDC Partners Inc.), a diversified business services corporation listed on the Toronto Stock Exchange and NASDAQ, with investments in specialty printing, marketing and communications, direct selling, card manufacturing and technology services. From 1982 to 1999, Steve worked at Torys, one of Canada's leading transactional law firms, where he specialized in mergers and acquisitions and financing. He became a partner at Torys in 1990 and from 1995 to 1998 was Managing Partner of Torys' European office based in London, England. Steve is Chairman of the Board of EZShield and Eurospec Manufacturing and serves on the Board of Directors of Porter Aviation Holdings and Continental Alloys and Services. He was Chairman of the Board of Directors of Richards Packaging and served on the Board of Directors of Trimaster Manufacturing and Farley Windows. He holds a L.L.B from the University of Western Ontario and a M.B.A. from the MIT Sloan School of Management. Steve is a member of the Board of Directors of the Sunnybrook Foundation and the Canadian Opera Company.
		Sarah Goel Principal Sarah joined EdgeStone in May 2006. Prior to joining EdgeStone, she worked as a management consultant at A.T. Kearney and Lexagon Group. She worked with management teams on a number of strategic and operational engagements. Sarah plays an active portfolio management role at Stephenson’s Rental Services, Aurigen Re Capital Limited and Specialty Catalog. She is Co-Chair of the CVCA’s Professional Development Committee. She has been involved in the United Way of Greater Toronto as a member of the Campaign Cabinet and Co-Founder and Co-Chair of the GenNext Community Leadership Luncheon Committee and was a member of the Executive Committee of the Harvard Business School Club of Toronto. Sarah holds a MBA from Harvard Business School where she graduated with distinction, and a Bachelor of Commerce degree from Queen's University where she graduated with First Class Honours.
		Logan Middleton Vice President Logan joined EdgeStone in February 2009. Prior to joining EdgeStone, Logan worked at Ares Management LLC in Los Angeles in the Private Debt Group where he focused on middle market credit investment opportunities. He also worked at UBS Investment Bank in Los Angeles where he completed various mergers, acquisitions and leveraged finance transactions. Logan holds a bachelor in Business Administration (with Honours) from the Richard Ivey School of Business at the University of Western Ontario.
		Shane Soobotin Associate Shane joined EdgeStone in April 2011. Prior to joining EdgeStone, Shane worked at National Bank Financial in its Investment Banking group where he performed various financing and acquisition services. He also worked at PricewaterhouseCoopers in its Tax Services group. Shane holds a Bachelor of Commerce (Honours) from the Sauder School of Business at the University of British Columbia.
		Toronto 141 Adelaide Street West Suite 1002 Toronto, Ontario M5H 3L5 t: 416-860-3740 f: 416-860-9838 info@edgestone.com