We
execute
deals
We
source
deals
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invest in
deals
Critical Insights. Tailored Solutions. Exceptional Outcomes.
CriticalPoint provides tailored financial solutions through a trusted platform, combining the best of Investment Banking and Private Capital. Backed by decades of diverse transaction experience, the CriticalPoint team delivers the insights clients and stakeholders need to achieve superior outcomes. Founded in 2012 by senior M&A professionals with a passion for deal-making, CriticalPoint stands out for its deep expertise in Investment Banking—including mergers and acquisitions, capital markets, deal sourcing, special situations, and valuation advisory—as well as in Private Capital investing, with a focus on corporate divestitures and special situations.
When business owners, management teams, private equity firms, and corporate sellers reach a defining moment across a range of industries, they rely on CriticalPoint’s proven expertise.
PARTNER COMPANIES
Execution
Whether it’s negotiating the terms of a sale or helping you prepare for an acquisition, our team of M&A professionals is by your side to serve as an ally and an advocate, paying attention to the smallest detail. We’re passionate about deals, with the track record to prove it. We offer the widest network of potential buyers and sellers and access to capital markets that help you achieve your best possible outcome.
Sourcing
The detail-oriented, highly responsive professionals driving our Deal Origination solutions work closely with Private Equity firms, Corporate Sponsors, Family Offices, and other buyers, acting as an extension of your business to find you high-value, relevant acquisition targets. We offer the deep experience to handle a wide variety of origination needs, from add-ons and roll-ups to platform companies and even outsourced corporate development.
Investment
The CriticalPoint Private Capital team is comprised of experienced, nimble decision-makers. With Equity Capital and Private Credit, we make swift, strategic investments in non-core businesses that may not be a fit for their current owners, but show potential to deliver value in the future. Corporate sellers can turn to CriticalPoint as a deal making partner who is well prepared to handle even the most complex situations.
Valuation
Strategic business Valuation solutions provide clarity, credibility, and understanding. The CriticalPoint Valuation team has the independence, meticulous attention to detail, and deep expertise to deliver peace of mind in knowing exactly what a business, fund, or portfolio is worth, whether you’ve received a fair offer, if you’ve met your compliance obligations, and how to plan for your next step in areas of tax and estate planning.
INDUSTRIES
Our collective experience in advising, sourcing, and investing across a wide variety of industries is a key differentiator resulting in value creation for our clients.
- Maintenance, Repair & Overhaul (MRO)
- Controls & Systems
- Components & Subsystems
- Aviation Software
- Distribution
- Business Process Outsourcing (BPO)
- Marketing Services
- Facilities Services & Maintenance
- Food & Beverage
- Household Products
- Contract Manufacturing
- Personal Care
- Apparel
- Leisure & Health
- E-Commerce
- Deal Origination
- M&A Advisory
- Debt Capital Markets
- Special Situation
- Select Co-Investment
- Medical Practice Groups
- Medical Products & Distribution
- Outsourced Services
- Physician Care Services
- Medical Devices
- Building Products
- Specialty Chemicals
- Petroleum Distribution
- Automotive Products
- Capital Equipment
- Engineering & Construction
- Power Distribution
- Machine Tooling
- Media & Entertainment
- Hardware & Software
- Digital Media
- Internet Services
- Telecommunications
- IT Managed Services
- SaaS
- Transportation
- Third Party Logistics
- Freight Forwarding
- Value Added Logistic Services
- Specialized Logistics
- Warehousing & Storage
REPRESENTATIVE EXPERIENCE
Our transaction experience transcends a range of industries, structures, and situations, allowing us to provide solutions uniquely tailored to meet the needs of middle market companies.
FEATURED SUCCESS STORIES
CRITICALPOINT TEAM
The members of our team bring experience from the top firms in the world. We combine that collective expertise to serve you.
Meet the Team
NEWSROOM
CriticalPoint Advises Xobee Networks, a Portfolio Company of O2 Investment Partners, on Its Acquisition of Exceedio
November 10, 2026 – CriticalPoint is pleased to announce that it served as the exclusive financial advisor to Xobee Networks,
CriticalPoint Advises ClearPlan on Its Acquisition of Tilson Construction Technology Consulting (CTC)
October 29, 2025 – CriticalPoint is pleased to announce that it served as the exclusive financial advisor to ClearPlan, LLC
CriticalPoint Strengthens New York Investment Banking Team with Alexander Chefetz as Managing Director
LOS ANGELES and NEW YORK, October 6, 2025—CriticalPoint, a trusted platform of tailored financial solutions combining the best of Investment
