2025 Year-in-Review
For our clients, valued referral partners, and the broader market, the Year-in-Review is not a simple revisiting of the year’s efforts. It is a disciplined reflection on what actually happened, what changed beneath the surface, and how prepared decision-makers can convert uncertainty into advantage. In a business environment where headlines shift weekly, thoughtful synthesis is […]
CriticalPoint Advises Merrill’s Packaging on Its Sale to Nelipak, a Portfolio Company of Kohlberg & Company
January 8, 2026— CriticalPoint is pleased to announce that it served as the exclusive financial advisor to Merrill’s Packaging, Inc. (“Merrill’s” or “Merrill’s Packaging”) on its sale to Nelipak Corporation (“Nelipak”), a leading global provider of healthcare packaging solutions and a portfolio company of Kohlberg & Company. Merrill’s Packaging specializes in custom thermoformed packaging solutions […]
WorkWise Compliance Acquires Bizhaven to Strengthen HR and Workplace Safety Compliance Services
Los Angeles—December 10, 2025— CriticalPoint announced today that its portfolio company, WorkWise Compliance, has acquired Bizhaven, a human resources (HR) and safety compliance partner. This strategic acquisition brings together a full spectrum of HR and workplace compliance services, creating a stronger, more comprehensive partner to support every aspect of HR, safety, compliance, and people operations […]
CriticalPoint Advises Gulbranson Services, Inc. on Its Sale to TAK Broadband, a Portfolio Company of Platinum Equity
November, 20, 2025– CriticalPoint is pleased to announce that it served as the exclusive financial advisor to Gulbranson Services, Inc. (“GSI” or the “Company”) in connection with its sale to TAK Broadband (“TAK”), a portfolio company of Platinum Equity. Headquartered in Victorville, Calif., GSI was founded in 2005 by Bob DeLaHoussaye to provide a […]
CriticalPoint Advises Xobee Networks, a Portfolio Company of O2 Investment Partners, on Its Acquisition of Exceedio
November 11, 2025 – CriticalPoint is pleased to announce that it served as the exclusive financial advisor to Xobee Networks, Inc. (“Xobee Networks”), a portfolio company of O2 Investment Partners, on its acquisition of Exceedio Inc. (“Exceedio”). Headquartered in Scotts Valley, Calif., Exceedio is a trusted managed IT and technology solutions provider that has been delivering […]
CriticalPoint Advises ClearPlan on Its Acquisition of Tilson Construction Technology Consulting (CTC)
October 29, 2025 – CriticalPoint is pleased to announce that it served as the exclusive financial advisor to ClearPlan, LLC (“ClearPlan”) on its acquisition of Tilson Construction Technology Consulting (CTC) (“Tilson CTC”). Based in Portland, Maine, Tilson CTC is a specialized advisory firm focused on construction technology strategy, software implementation and optimization, data analytics, and […]
CriticalPoint Strengthens New York Investment Banking Team with Alexander Chefetz as Managing Director
LOS ANGELES and NEW YORK, October 6, 2025—CriticalPoint, a trusted platform of tailored financial solutions combining the best of Investment Banking and Private Capital, today announced the addition of Alexander Chefetz as Managing Director in the firm’s Investment Banking practice. Mr. Chefetz is based in New York and will focus on sourcing and executing mergers […]
CriticalPoint Strengthens Commitment to Technology Sector with Two Senior Investment Banking Team Hires
CriticalPoint, a trusted platform of tailored financial solutions combining the best of Investment Banking and Private Capital, is pleased to announce the addition of Doug Gonsalves as Managing Director, Technology Investment Banking, and Paulette Soetanto as Director, Technology Investment Banking. The strategic addition of these two seasoned professionals will strengthen CriticalPoint’s M&A expertise in the […]
Los Angeles Business Journal Recognizes CriticalPoint Managing Directors Joe Onwuegbusi, Nick Cipiti, and Mike Vehaskari as 2025 Leaders of Influence
CriticalPoint (“CriticalPoint”) is pleased to announce that Joe Onwuegbusi, Nick Cipiti, and Mike Vehaskari have been selected as “2025 Leaders of Influence: Banking & Finance” by the Los Angeles Business Journal (“LABJ”). The LABJ’s annual list profiles notable investment bankers for outstanding leadership and accomplishments in the banking and finance sector, as well as their […]
