Presidio Investors takes stake in Edge Home Finance

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, Texas-based private equity firm said the deal will support Edge’s technology roadmap, 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 counts 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.

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.