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 […]

Navigating Your Defining Moment: Two Real-World M&A Journeys

This spring, the first annual CriticalPoint Business Summit brought together current business owners and industry specialists to explore and shed light on the M&A process. One highlight was a panel discussion titled “The Experience of Selling Your Business,” featuring CriticalPoint Founder Matt Young and two business owners who shared their personal M&A journeys, offering vital […]

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 […]

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. […]

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.

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.

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 […]

CriticalPoint Launches Innovative Initiative to Support Alternative Buyers and Capital Providers Within the Middle and Lower-Middle Markets

CriticalPoint, a leader in investment banking, deal origination and private investing, is excited to announce the launch of a new initiative designed to support alternative buyers and capital providers (including independent sponsors, family offices, high net worth individuals (HNWI), search funds and direct lenders) in their pursuit of actionable direct deal and investment opportunities in […]

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 […]