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Edward Wolfe is a boutique investment bank purpose-built for complexity, discretion, and generational impact.
We specialize in advising small to medium-sized businesses, family enterprises, and founders navigating critical transitions — whether that means raising capital, removing a partner, managing a distressed company, or preparing for succession.
Our work begins where traditional firms hesitate: unique, nuanced, and high-stakes situations that demand both technical mastery and emotional intelligence. Every engagement is tailored, discreet, and guided by a commitment to quiet excellence.
With deep sector expertise, a global network of trusted investors and partners, and a long-term advisory approach, Edward Wolfe empowers clients to move forward with clarity, continuity, and confidence.
We are not a volume-driven firm. We are selective, intentional, and built for those who understand that success — real success — is often measured in decades, not quarters.
Leadership Team
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       Jonathon RowlesCHIEF EXECUTIVE OFFICER 
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       Patrick RokebrandMANAGING DIRECTOR 
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       Brittany HamiltonVICE PRESIDENT OF BUSINESS DEVELOPMENT 
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       Brian MegenityCHIEF FINANCIAL OFFICER 
 
                        