Articles from Presidio Investors

Presidio Investors Expands Portfolio with Strategic Investment in Edge Home Finance
Presidio Investors ("Presidio") has completed a strategic investment in Edge Home Finance, a mortgage brokerage platform. Headquartered in Minnetonka, MN, Edge Home Finance has built a strong reputation within the mortgage broker channel by empowering loan originators and delivering best-in-class service and innovation. The investment from Presidio represents an opportunity to leverage Edge’s momentum through enhanced investments in technology, operational infrastructure, and strategic acquisitions. Edge Home Finance will continue operating with the same core platform, team, and commitment to the broker community that has fueled its success.
By Presidio Investors · Via Business Wire · April 20, 2026
Presidio Investors is Pleased to Announce the Addition of Christian Schütte as Its Newest Operating Partner
Christian brings more than 20 years of global experience in investment banking, private equity, and operational leadership, with a proven track record of driving transformational growth across industries.
By Presidio Investors · Via Business Wire · May 12, 2025
Presidio Investors Welcomes Wynee Sade as Newest Operating Partner
Presidio Investors is pleased to announce the addition of Wynee Sade as its newest Operating Partner. With over 25 years of global sales and marketing experience, Wynee has held senior leadership roles across a range of industries, including Chief Marketing Officer at Forager Project and leadership positions at Qooco, AppSymth, and Shopkick.
By Presidio Investors · Via Business Wire · March 28, 2025
Presidio Investors Welcomes Meredith Moss as Newest Operating Partner
Presidio Investors is pleased to announce the addition of Meredith Moss as their newest Operating Partner. Meredith brings a wealth of experience in the fintech sector, having held significant leadership roles, including CEO of Finomial, Managing Director at SEI, and Chairman of the Board at Alliant National Title Insurance Company.
By Presidio Investors · Via Business Wire · July 2, 2024
Susan Michaels Joins Presidio Investors as Operating Partner
Presidio Investors, a leading investment firm specializing in high-growth companies, is pleased to announce the appointment of Susan Michaels as Operating Partner, effective immediately. Susan will leverage her extensive experience to drive growth and strategic direction at Presidio.
By Presidio Investors · Via Business Wire · June 3, 2024
Presidio Investors Expands Portfolio with Acquisition of Almaden
Presidio Investors, LLC (“Presidio”) purchased a majority of Almaden, a niche leader in marketing supply chain services. Almaden, headquartered in Santa Clara, CA, separates itself from the competition by leveraging technology and providing superior customer service for their high-growth client base. Over its 25-year history, Almaden has grown to offer a comprehensive portfolio of marketing solutions such as promotional products, signage, print, packaging, direct marketing as well as supporting their clients branding efforts.
By Presidio Investors · Via Business Wire · November 7, 2023
Presidio Investors Welcomes Javier Saade as New Operating Partner
Presidio Investors, a leading middle market private equity firm that capitalizes technology, media, and financial services businesses, is pleased to announce that Javier Saade has joined the firm as Operating Partner. Along with Mark Goldman and Scott Bolick, Javier’s unique perspective and expertise will further enhance the firm's strategic investment capabilities and create value across the portfolio. He is a principled leader that has over three decades of broad experience as an investor, board member, founder, operating executive, and former policymaker.
By Presidio Investors · Via Business Wire · September 6, 2023
Presidio Investors Welcomes Scott Bolick as New Operating Partner
Presidio Investors, a leading private equity investment firm specializing in services businesses in the lower middle market, is pleased to announce the addition of Scott Bolick, an accomplished business leader, as the firm's new Operating Partner. With extensive experience in strategy, product management, and operations, Scott brings a wealth of knowledge and expertise to enhance the firm's investment capabilities and drive growth across its portfolio companies.
By Presidio Investors · Via Business Wire · August 1, 2023