Los Angeles Business Journal Recognizes CriticalPoint Managing Directors Chris Ball, Monica Martinez, and Mike Vehaskari as 2026 Leaders of Influence
CriticalPoint is pleased to announce that Chris Ball, Monica Martinez, and Mike Vehaskari have been selected as 2026 Leaders of Influence: Banking & Finance by the Los Angeles Business Journal (“LABJ”). The LABJ’s annual list recognizes exceptional banking and finance professionals across the Los Angeles region who have demonstrated outstanding leadership, deep industry expertise, and […]
CriticalPoint Expands Food & Beverage Investment Banking Capabilities with Addition of Kevin O’Brien as Managing Director
July 21, 2026—CriticalPoint, a trusted platform of tailored financial solutions combining the best of Investment Banking and Private Capital, today announced the addition of Kevin O’Brien as Managing Director, expanding the firm’s coverage of the food and beverage sector. Based in Portland, Mr. O’Brien will focus on advising founders, family-owned businesses, private equity firms, and […]
Los Angeles Business Journal Recognizes CriticalPoint Managing Directors Nick Cipiti and Robert J. Woolway as Leaders of Influence
CriticalPoint is pleased to announce that Nick Cipiti, and Robert J. Woolway have been selected as “2026 Leaders of Influence: M&A” by the Los Angeles Business Journal (“LABJ”). The LABJ’s annual list honors the most distinguished M&A experts and thought leaders in the Los Angeles region, recognizing outstanding leadership, deep industry knowledge, and significant achievements […]
CriticalPoint Expands Healthcare Investment Banking Capabilities with Addition of Roger C. Kahn as Managing Director
LOS ANGELES and NEW YORK, May 12, 2026 — CriticalPoint, a trusted platform of tailored financial solutions combining the best of Investment Banking and Private Capital, today announced the addition of Roger C. Kahn as Managing Director, bolstering the firm’s East Coast presence. Based in New York, Mr. Kahn will focus on sourcing and executing […]
CriticalPoint Deepens Special Situations Capabilities and Expands Northeast Presence with Hire of Jerry Levin as Managing Director
LOS ANGELES and NEW YORK, April 29, 2026—CriticalPoint today announced the addition of Jerry Levin as Managing Director, further strengthening the firm’s restructuring and special situations capabilities within its Investment Banking platform. Based in New York, Mr. Levin brings over 25 years of experience advising companies and stakeholders through transformative transactions, including restructurings, recapitalizations, and […]
WorkWise Compliance Acquires Bizhaven to Strengthen HR and Workplace Safety Compliance Services
Key Takeaways WorkWise Compliance (a CriticalPoint portfolio company) has officially acquired BizHaven The merger unifies proactive HR consulting with 35+ years of labor law expertise Outcome: A comprehensive “end-to-end” compliance engine serving over 1.5 million organizations Trend Impact: Addressing the 2026 surge in “culture atrophy” and “AI-driven compliance audits”* Los Angeles—December 10, 2025— CriticalPoint announced […]
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 […]
