Why Middle-Market M&A Is Gaining Momentum—Even in a Volatile Economy
Despite economic headwinds from shifting trade policies, stock market volatility, and recession concerns, middle-market M&A is showing resilience. A perfect storm of available capital, generational transitions, and private equity urgency is driving deal activity this year. A Mixed Start to 2025—But Optimism Persists 2025 began with high hopes following several years of suppressed M&A volumes. […]
CriticalPoint’s 2025 Business Summit Unlocks Middle-Market M&A Strategies
On March 24th – 25th, 2025 CriticalPoint hosted over 100 attendees for its inaugural Business Summit at the Terranea Resort in Palos Verdes, California. The event was an incredible success, bringing together current business owners and industry specialists to discuss how best to prepare for and implement a process.
Avoiding the Pitfalls of Financial Distress
In today’s rapidly evolving business landscape, companies are facing increasing pressure from all sides—protectionist trade policies, supply chain disruptions, labor shortages, and rising input costs.
The Benefits of Private Equity for Middle-Market Companies
Private equity (“PE”) firms play a significant role in fueling the growth and transformation of middle-market businesses. These firms, armed with capital and operational expertise, offer more than just funding; they provide strategic guidance, network connections, and a disciplined approach to value creation.
CriticalPoint Advises AYA Medical Spa, a Portfolio Company of Eagle Merchant Partners, on their Acquisition of Tribeca Medical Spa
March 14th, 2025 – CriticalPoint is pleased to announce that it served as the exclusive financial advisor to AYA Medical Spa (“AYA”) a portfolio company of Eagle Merchant Partners, on its acquisition of Tribeca Medical Spa (“Tribeca”). Based in New York City, NY, Tribeca Medical Spa is a leading provider of advanced medical aesthetic treatments. […]
CriticalPoint Strengthens Investment Banking Team with Senior Hire, Robert J. Woolway, as Managing Director
CriticalPoint is pleased to welcome Robert J. Woolway to the firm’s Investment Banking team as a Managing Director, where he will be responsible for sourcing, executing, and financing strategic transactions. Mr. Woolway has over 30 years of investment banking experience and has executed a wide variety of mergers, acquisitions, divestitures, and public and private financings. […]
Top 5 Common Mistakes in Portfolio Valuations
In recent years, the SEC has increased its oversight of private equity and venture capital firms, often targeting issues in portfolio valuations, disclosures, and fee calculations. Portfolio valuations are more than just a compliance exercise, they’re a cornerstone of investor trust and strategic decision-making.
Year End Wrap Up 2024
“We have usually made our best purchases when apprehensions about some macro event were at a peak. Fear is the foe of the faddist, but the friend of the fundamentalist.” Warren Buffet, 1994 Letter to Shareholders In a year marked by uncertainty related to inflation, Fed rate cuts, tightened lending standards, heightened geopolitical tension and […]
CriticalPoint Expands into Restructuring and Special Situations with Senior Investment Banking Team Hire, Michael V. Balistreri as Managing Director
We are pleased to announce that Mike Balistreri has joined the firm’s Investment Banking team as a Managing Director, where he will be focused on restructuring and special situations. Mr. Balistreri specializes in providing investment banking and capital structure advisory services to companies, creditors and equity holders across various industries in storied, complex and distressed […]
Affiliates of CriticalPoint Complete Sale of United Engineers & Constructors
January 6th, 2025 – Affiliates of CriticalPoint Capital, LLC (“CriticalPoint”) are pleased to announce the closing of the sale of United Engineers & Constructors (“United” or the “Company”) to Aecon Group Inc. (TSX: ARE) (“Aecon”). With nearly 120 years of power industry experience, United and its legacy companies have earned a reputation for delivering engineering and […]
