OUR FIRM
Critical Insights.
Tailored Solutions.
Exceptional Outcomes.
Founded in 2012 by entrepreneurs with a passion for deal making, CriticalPoint strives to earn and maintain trust with its clients and stakeholders, providing a comprehensive platform of tailored financial solutions, combining the best of Investment Banking and Private Capital.
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.
Depth & Breadth of Solutions
We deliver a wide array of M&A advisory and Private Capital solutions. We are deal experts in every sense of the word. Additionally, our team consists of industry-specific experts with deep networks.
High-Caliber Experience With a History of Deal-Making
Our team brings deep expertise from leading firms — environments where navigating complexity is second nature. That foundation has shaped how we operate today: with clarity, speed, and precision on every transaction. We’ve closed hundreds of successful deals, giving us the experience and intelligence to anticipate challenges.
High-Touch, Empathetic Service
We’re more than an investment bank. We’re partners, allies and collaborators. Clients and stakeholders value our responsiveness. We pay attention to the smallest details because we’ve shouldered the same responsibilities and carried the same concerns.
Investment Banking
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.
Deal Origination
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.
Private Capital
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.
Business ownership is in our DNA
Trust in CriticalPoint as the empathetic partner who can deliver the most favorable outcome
Meet the Team
-
Matt Young
Founder & CEO
-
Brad Holtmeier
Partner
-
Christopher T. Ball
Managing Director
-
Michael V. Balistreri
Managing Director, Special Situations
-
K.C. Brechnitz
Head of Private Credit
-
Diane Cabo
Managing Director
-
Alexander Chefetz
Managing Director, Consumer
-
Nick Cipiti
Managing Director
-
Mike Courtney
Managing Director, Head of Portfolio Operations
-
Daniel Flanary
Managing Director
-
Doug Gonsalves
Managing Director, Technology
-
Curt Himebauch
Managing Director, Business Development
-
Monica Martinez
Managing Director
-
Hitesh Nathani
Managing Director, Valuation
-
Joe Onwuegbusi
Managing Director, Head of Deal Origination
-
Brad Scherer
Managing Director
-
Paulette Soetanto
Director, Technology
-
Erin Spaulding
Managing Director, Valuation
-
Mike Vehaskari
Managing Director
-
Robert J. Woolway
Managing Director, Food and Beverage
-
Laurie Hunter
CFO / Controller
-
Linda Quek
Director of Operations
-
Chris Kim
Director
-
Trent Spangler
Director, Capital Markets
-
Reid Mattan
Vice President
-
Dirk Onink
Vice President, Sponsor Coverage
-
Edward Aintablian
Senior Associate
-
Wyatt Caccia
Senior Associate
-
Anthony Casazza
Senior Associate
-
John Castro
Senior Associate
-
Kenny Cunningham
Senior Associate
-
Narek Galstyan
Senior Associate
-
Aidan Gutierrez
Senior Associate
-
Grady Harrison
Senior Associate
-
Chase Lazarian
Senior Associate
-
Doug McCarthy
Senior Associate
-
Sophie Traversi
Senior Associate
-
Christopher Vaz
Senior Associate
-
Joe Vedensky
Senior Associate
-
Joe Walker
Senior Associate
-
Bart West
Senior Associate
-
Tyler Wolf
Senior Associate
-
James Coyle
Associate
CAREERS
Join the team
We are only as strong as our people. At CriticalPoint, we are always looking for dedicated and driven professionals to grow and succeed with us.
