Deal Edge Holdings, LLC is an independent asset management firm built for investors who measure conviction in decades, not quarters. We underwrite private credit, real assets, and structured equity with the same discipline every cycle.
Deal Edge Holdings, LLC was formed to manage capital the way its name suggests — at the edge of a deal, where diligence either finds the margin of safety or it doesn't. We do not chase every sector. We hold a small number of strategies to an uncompromising standard of underwriting.
Our office sits at 10 Mall Rd., Suite 301, Burlington, Massachusetts, where our investment committee reviews every position quarter over quarter — not to react to the market, but to confirm the thesis still holds.
Each strategy is managed by a dedicated desk with its own underwriting criteria, liquidity terms, and risk ceiling — reviewed independently by the investment committee.
Directly originated senior and mezzanine loans to lower-middle-market operating companies, secured by hard collateral and real cash flow.
DIRECT LENDINGIncome-producing commercial real estate and infrastructure positions selected for durability of cash flow across rate cycles.
HARD ASSETSPreferred and convertible structures that protect downside while preserving participation in a company's long-term equity value.
DOWNSIDE-AWAREConcentrated, event-driven positions — recapitalizations, carve-outs, and dislocations — sized to a strict single-position ceiling.
OPPORTUNISTICDirect portfolio guidance for family offices and institutions seeking a single accountable partner, not a menu of products.
DISCRETIONARYSelective co-investment access alongside Deal Edge's own commitments, aligned dollar-for-dollar with our clients.
CO-INVESTThe same four gates apply whether the position is a $2M credit facility or a nine-figure real asset acquisition.
Every opportunity is measured against a written thesis before a single hour of diligence is spent.
A desk outside the originating team stress-tests the assumptions, collateral, and downside case.
No position is funded without unanimous sign-off from the investment committee, documented in writing.
Positions are reviewed on a fixed quarterly cycle for as long as capital remains deployed.
Chairs the investment committee and holds final sign-off on every position across the firm's active strategies.
Deal Edge Holdings is managed under a single point of accountability. Every position that reaches the firm's balance sheet carries the review and sign-off of its Managing Partner — not a rotating committee with no single owner.
That structure is deliberate. It is also why our clients know exactly who they are speaking with, from first introduction through the life of the investment.
Deal Edge Holdings, LLC ("Deal Edge," "we," "us," or "our"), located at 10 Mall Rd., Suite 301, Burlington, MA 01803, respects your privacy and is committed to protecting the personal information you share with us through our website and in the course of our advisory relationship.
We may collect the following categories of information:
We use the information we collect to:
We do not sell personal information. We may share information with:
We retain personal information for as long as necessary to fulfill the purposes described in this policy, including to satisfy recordkeeping obligations under applicable Massachusetts and federal law.
You may request access to, correction of, or deletion of the personal information we hold about you by contacting us using the details below. We will respond to verified requests within a reasonable timeframe, subject to our legal and regulatory obligations.
We maintain administrative, technical, and physical safeguards designed to protect personal information against unauthorized access, disclosure, alteration, or destruction. No method of transmission or storage is completely secure, and we cannot guarantee absolute security.
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We may update this Privacy Policy from time to time. The "Last updated" date above reflects the most recent revision. Continued use of our website after changes are posted constitutes acceptance of the revised policy.
If you have questions about this Privacy Policy or our data practices, please contact:
Deal Edge Holdings, LLC
Attn: John Woodman, Managing Partner
10 Mall Rd., Suite 301, Burlington, MA 01803
Phone: +1 (781) 420-3390
Email: kenji06240716@gmail.com
These Terms of Use (the "Terms") govern your access to and use of the website of Deal Edge Holdings, LLC, a Massachusetts limited liability company with its principal office at 10 Mall Rd., Suite 301, Burlington, MA 01803 ("Deal Edge," "we," "us," or "our"). By accessing or using this website, you agree to be bound by these Terms.
Content on this website is provided for general informational purposes only and does not constitute investment, legal, tax, or accounting advice. Nothing on this site is, or should be construed as, an offer to sell or a solicitation of an offer to buy any security or interest in any fund or account managed by Deal Edge. Any such offer will only be made through definitive offering documents.
This website is intended for institutional investors, qualified purchasers, accredited investors, and their professional advisors. By using this site, you represent that you meet any applicable eligibility standards required to receive the information presented.
All content on this website, including text, graphics, logos, and the Deal Edge name and mark, is the property of Deal Edge Holdings, LLC or its licensors and is protected by applicable intellectual property laws. You may not reproduce, distribute, or create derivative works from this content without our prior written consent.
This website and its content are provided "as is" without warranties of any kind, whether express or implied. Deal Edge does not warrant that the information on this site is accurate, complete, or current, and disclaims all liability for errors or omissions.
To the fullest extent permitted by law, Deal Edge Holdings, LLC, its members, managers, employees, and affiliates shall not be liable for any direct, indirect, incidental, or consequential damages arising from your access to or use of, or inability to access or use, this website.
This website may contain links to third-party websites. Such links are provided for convenience only, and Deal Edge does not endorse and is not responsible for the content or practices of any linked third-party site.
Any statements on this website regarding future strategy, market conditions, or performance are forward-looking and involve risks and uncertainties. Past performance, where referenced, is not indicative of future results.
These Terms are governed by the laws of the Commonwealth of Massachusetts, without regard to its conflict of law principles. Any dispute arising from these Terms or your use of this website shall be subject to the exclusive jurisdiction of the state and federal courts located in Massachusetts.
We may revise these Terms at any time by updating this page. Your continued use of the website following any changes constitutes your acceptance of the revised Terms.
Questions about these Terms should be directed to:
Deal Edge Holdings, LLC
Attn: John Woodman, Managing Partner
10 Mall Rd., Suite 301, Burlington, MA 01803
Phone: +1 (781) 420-3390
Email: kenji06240716@gmail.com