Presidio Investors has taken a strategic stake in Minnesota-based mortgage brokerage platform Edge Home Finance, the firms announced Monday. Financial terms and ownership structure were not disclosed.

The Austin-based private equity firm said the deal will support Edge’s technology road map, operations and potential acquisitions. Edge will continue to operate with the same platform, leadership team and broker-focused model.

Edge originated about $8.6 billion in mortgages over the past 12 months, mainly in Texas, Florida and Minnesota, according to mortgage platform RETR. The company had 1,295 sponsored loan officers as of Monday, per the Nationwide Multistate Licensing System.

“Edge Home Finance’s platform, track record and broker-focused approach aligns perfectly with our vision of fostering excellence and growth,” Victor Masaya, a partner at Presidio Investors, said in a statement.

Brokers have grown market share in recent years, reaching about 20.7% in the fourth quarter of 2025, according to Inside Mortgage Finance. They emphasize pricing transparency and consumer choice but face rising fixed costs for compliance, technology and marketing, like other originators.

Access to private equity capital, like Presidio’s investment in Edge, can give broker platforms more scale to negotiate with wholesale lenders, invest in borrower-facing digital tools and pursue roll-up acquisitions of smaller shops.

Tom Ahles, president of Edge Home Finance, said the partnership is intended to accelerate Edge’s expansion and technology plans. “Presidio brings the technology vision and strategic guidance we need to expand our reach and further elevate our service delivery,” Ahles said in a statement.

Presidio focuses on lower middle-market companies and has businesses such as Bravas, a provider of home automation solutions, and Hellas Verona FC, an Italian professional football club, in its portfolio. The Edge deal adds a fee-based housing and mortgage services business rather than a balance-sheet-intensive mortgage banking operation.

Ahles, who was named president of Edge after Chantel Hacker’s retirement as president, broker of record and owner, said that multiple companies approached Edge about a potential M&A deal. Presidio was ultimately selected because it aligned with the company’s goal of preserving its existing operations, leadership and administrative staff.

“Everybody says private equity is just there to strip it,” Ahles said in an interview with HousingWire. “We really wanted a partnership that would help us advance without changing anything.”

According to Ahles, private equity firms can add value by helping companies optimize their businesses — a relevant factor as smaller mortgage brokerages have evolved into larger, more complex organizations.

“The board that I have put together includes people with MBAs from Harvard, and we now have far more resources to guide us through that next phase of growth with the expertise that group brings to the business channel,” he said.

Asked about pressure for quick returns from private equity investors, Ahles said Edge has grown 45% year over year.

“Obviously, everyone knows private equity would love to sell again,” Ahles said. “We’re going to continue growing, and they believe they can add value by helping us attract and retain loan officers, making it a win-win for all parties.”

Editor’s note: This story was updated with comments from Tom Ahles.

Flávia Furlan Nunes reported and wrote this article with drafting assistance from HousingWire Automation, an editorial tool that helps transform announcements and industry data into HousingWire-style news coverage.

More: