CriticalPoint Advises Tool-Gauge and Machine Works, Inc. on its Sale to DEMGY Group
June 17th, 2025 – CriticalPoint is pleased to announce that it served as the exclusive financial advisor to Tool-Gauge and Machine Works, Inc. (“Tool-Gauge”) in connection with the sale of its assets to DEMGY Pacific, LLC, a member of the DEMGY Group (“DEMGY”). Based in Tacoma, Wash., Tool-Gauge is a Tier 1/Tier 2 supplier of […]
CriticalPoint Advises COMQUEST in connection with its Sale to TrueLearn, a portfolio company of LLR Partners
June 13th, 2025– CriticalPoint, a trusted platform for tailored financial solutions, is pleased to announce that it served as exclusive financial advisor to COMQUEST Osteopathic Specialists, LLC (“COMQUEST”), a respected test preparation resource in the osteopathic education community, in connection with its sale to TrueLearn, a leading healthcare digital learning and analytics platform and portfolio […]
CriticalPoint Advises Moving Mountains on its Investment from StayTerra Vacations
May 28th, 2025 – CriticalPoint, a trusted platform for tailored financial solutions, today announced that it served as the exclusive financial advisor to Moving Mountains, Inc. (“Moving Mountains” or the “Company”), a legacy hospitality company specializing in luxury vacation home management and rental, on its investment from StayTerra Vacations, LLC (“StayTerra”), a portfolio company of […]
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.
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.
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 […]
CriticalPoint Strengthens Investment Banking Team with Senior Hire, Daniel Flanary as Managing Director
We are pleased to announce that Daniel Flanary has joined the firm’s Investment Banking team as a Managing Director, where he will be focused on sourcing and executing mergers and acquisitions and capital raising transactions. Mr. Flanary has extensive experience advising middle-market and large-cap companies and financial sponsors on M&A, public equity and debt financings, […]
CriticalPoint’s Valuation Practice Expands with Addition of Hitesh Nathani, Managing Director
CriticalPoint is pleased to welcome Hitesh Nathani, as Managing Director in its growing Valuation Services practice. Hitesh brings more than 18 years of experience, including 12 years at EY, where he led complex valuations for financial reporting in the areas of goodwill impairments, purchase price allocations, stock-based compensation, and portfolio valuations under both US GAAP […]
CriticalPoint Advises The Only Agency, Inc. in Connection with its Sale to Presidio Investors
October 31, 2024– CriticalPoint is pleased to announce that it served as the exclusive financial advisor to The Only Agency, Inc. (“The Only Agency” or “the Company”) in connection with its sale to Presidio Investors (“Presidio”). The Only Agency, a global leader in creative talent representation, announced its strategic partnership with Presidio Investors, a leading […]
