CriticalPoint Served as Buy-Side Advisor to Triage Partners, a Portfolio Company of Broadtree Partners, on Its Acquisitions of Benton Technical Services and J. Carlson Services
January 16, 2026 – CriticalPoint is pleased to announce that it served as buy-side advisor to Triage Partners, LLC (“Triage”), a portfolio company of Broadtree Partners, LLC, on its acquisitions of Benton Technical Services (“Benton”) and J. Carlson Services (“JCS”). Headquartered in Tampa, Fla., Triage is a technology-enabled software and service provider to the telecom […]
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 […]
Home Sweet Home Furnishings
The U.S. home furniture market is poised for steady growth, driven by rising residential construction, higher consumer spending, and shifting preferences toward eco-friendly, multifunctional, and technology- integrated products. Significant headwind persists, including elevated interest rates, a slowdown in new home builds, economic uncertainty, stock market volatility, and uncertain tariff strategies. We’ve highlighted a few key […]
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 […]
Perspectives on Capital Raising
When financial managers undertake a capital raise, whether it be for an acquisition, growth capital, or refinancing, the process followed is often reactionary and narrow in scope. The typical steps include requesting proposals from banks or other capital providers, weighing the merits and drawbacks, selecting a partner, and executing the transaction. But as capital markets […]
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 Awarded Information Technology Deal of the Year (Over $1B) by The M&A Advisor for Its Role in the Refinancing of Viasat, Inc.
December 5, 2025—CriticalPoint, a trusted platform of tailored financial solutions combining the best of Investment Banking and Private Capital, today announced that it has been awarded the Information Technology Deal of the Year (Over $1B) by The M&A Advisor for its role in the refinancing of Viasat, Inc. (“Viasat”). The winners of the 24th Annual […]
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 […]
