LA Times: Banking and Finance Trends, Updates and 2024 Visionaries

CriticalPoint is pleased to announce that Managing Directors Diane Cabo and Nick Cipiti have been recognized by the Los Angeles Times as 2024 Banking & Finance Visionaries. The fourth annual Banking and Finance Magazine highlights the visionaries who are addressing today’s challenges and guiding corporations and clients toward financial success. Diane Cabo, Managing Director Since […]

Opus Connect :  Top 25 Women in M&A for 2023

Top 25 Women in M&A

CriticalPoint is pleased to announce that Monica Martinez, Principal and Investment Professional for the firm’s Invest – Private Capital group, has been selected as one of Opus Connect’s Top 25 Women in M&A for 2023. This recognition is not only a testament to her commitment to professional excellence, but also underscores her unwavering advocacy for […]

Capital Structure – The Tail on the Dog

capital structure imagery of bar charts

Few examples in our capital markets history can compare to the rapid rise of private credit as an asset class. Before the Global Financial Crisis, private credit was relatively obscure.

CriticalPoint Advises C&S Chemicals, a Portfolio Company of Shoreline Equity Partners, on their Acquisition of ISI Water Chemistries

February 20th, 2024 – CriticalPoint is pleased to announce that it served as the exclusive financial advisor to C&S Chemicals, Inc. (“C&S” or the “Company”), a portfolio company of Shoreline Equity Partners (“Shoreline”), on its acquisition of ISI Water Chemistries, Inc. (“ISI”). Based in Bluffdale, UT, ISI is a leading provider of cooling tower and […]

CriticalPoint Advises NMS Capital on its Recapitalization of VONA Case Management, Inc.

January 2, 2024 – CriticalPoint is pleased to announce that it served as exclusive financial advisor to NMS Capital (“NMS”) on its recapitalization of VONA Case Management, Inc. (“VONA”). The terms of the transaction were not disclosed. “The CriticalPoint team was instrumental in helping us identify the opportunity with VONA,” commented NMS Vice President, Jonathan […]

Leaders of Influence: Investment Bankers 2023

investment bankers

CriticalPoint is pleased to announce that Chris Ball, Nick Cipiti, and Diane Cabo have been selected by the Los Angeles Business Journal (“LABJ”) as “Leaders of Influence: Investment Bankers, 2023.” This marks Messrs. Ball and Cipiti’s second consecutive year of being recognized as a Leader of Influence, and Ms. Cabo’s third consecutive year. The LABJ’s […]

Year End Wrap Up

It’s been a busy year here at CriticalPoint. As we reflect on 2023, we wanted to highlight all the great things that transpired this year. Our firm has grown immensely since our inception eleven years ago.

Where Does Private Credit Go From Here? 

Few examples in our capital markets history can compare to the rapid rise of private credit as an asset class. Before the Global Financial Crisis, private credit was relatively obscure.