OUR FIRM

At CriticalPoint,
we execute, source, and invest in deals for the traditionally underserved middle market

Since our founding in 2012, our mission has been to serve the needs of owners, entrepreneurs, management teams, and stakeholders with our experience, knowledge, and expert judgment, to help them realize their companies’ greatest potential

Big bank experience for the middle market

Unique solutions

CriticalPoint uniquely combines the best of both investment banking and private capital service offerings. We advise and represent our clients with professionalism, emotional intelligence, and rigor, using a high-touch, white-glove approach combined with decades of industry experience at top-tier investment banks and private equity firms.

Multi-industry experts

CriticalPoint’s deepest expertise is in deal-making and combining our comprehensive experience across a broad range of industries. When working with transaction partners, we commit to providing prompt service, delivered with passion.

Proven
approach

Our proven approach has helped CriticalPoint grow into one of the largest independent investment banks in Southern California. We also act as a trusted partner in providing private capital for corporations to close on complex transactions with speed and certainty.

Investment Banking

When executing deals for founders, entrepreneurs, and privately-held companies, we specialize in M&A and capital markets advisory, identifying thoughtful ways for them to access capital and accelerate growth. We understand firsthand what it’s like to think and act as business owners, and can help our clients figure out what’s next—even if the path isn’t clear yet

When sourcing deals, we play an active role in the entire transaction. Our comprehensive, targeted, and data-driven approach removes the burden for buyers and means constant progress from introduction to close

Private Capital

As a nimble team working under one roof, we’re aligned every step of the way resulting in smooth, reliable transitions. We partner as an extension of your management team after closing. We’re equipped to shoulder the complexity of corporate carveouts, divestitures, special situations, and private capital investments.