About CriticalPoint | M&A Advisory & Investment Banking Firm in Los Angeles
Critical Insights.
Tailored Solutions.
Exceptional Outcomes.
At CriticalPoint, our mission is to guide clients through defining moments with tailored financial solutions, trusted expertise, and disciplined execution, combining the strengths of Investment Banking and Private Capital to help them achieve superior outcomes.
Our Story
CriticalPoint was founded in 2012 by Matt Young, and soon after, Brad Holtmeier joined him as a partner. Together, the two private equity executives and military veterans—with an unrelenting passion for dealmaking—set out to build the kind of investment bank they had always wanted to work for: one defined by deep expertise and steadfast client advocacy.
They clearly saw the need within the middle market for a full-service, high-touch M&A advisory firm that focused on tailored deal sourcing, execution, and corporate development support. That is how CriticalPoint's mission was born.
Today, CriticalPoint has an extensive track record of executing quality deal flow through its comprehensive platform of tailored solutions 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.
The CriticalPoint team continues to expand and deepen its solutions, attracting top talent from some of the world's largest financial institutions. The high quality and volume of their deal participation stand out in the industry. CriticalPoint strives to be the platform that business owners, management teams, and private equity firms rely on when they need a trusted partner to guide them through their most defining moments.
Our Approach
At CriticalPoint, we focus on delivering clarity, confidence, and exceptional outcomes. Every engagement is led by senior professionals who apply deep experience, disciplined judgment, and a tailored approach aligned to each client’s unique objectives and circumstances.
With hundreds of completed transactions across M&A and private capital, we bring foresight to complexity and confidence to critical decisions. We work as an extension of our clients’ teams—responsive, hands-on, and guided by integrity—building trusted partnerships that last well beyond the transaction.
Our Values
Relentless Client
Advocacy
We adopt our clients’ goals as our own, acting as trusted stewards of their vision. Responsive and deeply invested, we measure our success by the outcomes we achieve for them.
Trusted
Partnerships
Trust is our foundation. We operate with integrity and transparency, earning confidence through ethical behavior, sound judgment, and reliable follow-through in every interaction.
Clear & Proactive
Communication
We communicate with purpose and urgency. By anticipating needs and addressing issues early, we keep our partners aligned and confident at every stage of the engagement.
Commitment &
Accountability
We take full ownership of our work. We honor our promises through initiative and resourcefulness, understanding that accountability is the key to trust.
Tenacity with
Purpose
We navigate complex challenges with resilience and optimism. Rather than shying away from obstacles, we embrace them working determinedly to ensure a successful resolution.
Collaborative
Execution
We achieve more together. By combining a collaborative spirit with an entrepreneurial mindset, we move decisively, think creatively, and adapt quickly to changing conditions.
Meet the Team
Having advised and invested across hundreds of transactions, our team approaches each engagement with clarity, speed, and precision, making navigating complexity second nature.
