CriticalPoint Expands Valuation Advisory Capabilities with Addition of Sana Khan
LOS ANGELES and SEATTLE — CriticalPoint is pleased to welcome Sana Khan as Managing Director, Valuations. Based in Seattle, Ms. Khan is helping expand CriticalPoint’s presence across the Pacific Northwest region and is a valuable addition to the firm’s growing valuations team. Ms. Khan is responsible for providing valuation advisory services for mergers and acquisitions, […]
CriticalPoint Advises United Land Services, a Portfolio Company of Centre Partners and LP First Capital, on Its Acquisition of Wrightsville Beach Landscaping
May 14, 2026 –CriticalPoint is pleased to announce that it served as exclusive financial advisor to United Land Services (“United” or the “Company”), a portfolio company of Centre Partners and LP First Capital, in connection with its acquisition of Wrightsville Beach Landscaping (“Wrightsville”). United is currently ranked among the top 20 largest landscaping companies in […]
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 Advises Accelerate Performance Inc. on Its Sale to Trilliad, a Portfolio Company of MRE Capital
May 7, 2026 –CriticalPoint is pleased to announce that it served as the exclusive financial advisor to Accelerate Performance Inc. (“Accelerate Performance” or the “Company”) on its sale to Trilliad (“Trilliad”), a market-leading growth services provider for B2B enterprise marketing and sales leaders, and a portfolio company of MRE Capital. Founded in 2006 and headquartered […]
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 […]
CriticalPoint Advises Visterra Landscape Group, a Portfolio Company of Trinity Hunt Partners, on Its Acquisition of Land Corps Landscaping
April 22, 2026 –CriticalPoint is pleased to announce that it served as exclusive financial advisor to Visterra Landscape Group (“Visterra” or the “Company”), a portfolio company of Trinity Hunt Partners (“Trinity”), on its acquisition of Land Corps Landscaping (“Land Corps”). Visterra, one of the nation’s fastest-growing commercial landscape companies, announced a strategic investment in Nashville, […]
Law Firms: PE’s Next Professional Services Play
The U.S. legal services market (~$300B) offers compelling fundamentals, characterized by strong profitability, recurring revenue models, and projected 4.8% industry growth. The industry is at an inflection point; private equity investment is coming as regulatory changes (e.g., ABS) and new models such as legal-focused MSOs, and lower historical barriers to non-lawyer ownership. We’ve highlighted several […]
CriticalPoint Advises Pacific Lasertec, a Portfolio Company of Pfingsten Partners, on Its Acquisition of Diode Laser Concepts
March 3, 2026 –CriticalPoint is pleased to announce that it served as the exclusive financial advisor to Pacific Lasertec, LLC (“Pacific Lasertec”, “PLT”, or the “Company”), a portfolio company of Pfingsten Partners, LLC (“Pfingsten”), on its acquisition of Diode Laser Concepts, Inc. (“DLC”). This represents Pacific Lasertec’s first strategic acquisition under Pfingsten’s ownership. Headquartered in San Marcos, Calif., PLT manufactures specialty […]
CriticalPoint Advises The Giumarra Companies on Its Minority Equity Investment
February 24, 2026 – CriticalPoint is pleased to announce that it served as financial advisor to The Giumarra Companies (“Giumarra” or the “Company”) in connection with a minority equity investment from AGR Partners (“AGR”). Giumarra, a fresh produce company with more than a 100-year history, has received a minority equity investment from AGR Partners, a […]
When SBA Loans Are Denied: Five Common Reasons and How Private Credit Can Help
Introduction Securing financing through the Small Business Administration (SBA) can be a game-changer for small and medium-sized businesses (SMBs) looking to grow, expand, or stabilize operations. However, SBA loans are notoriously stringent, with nearly 60% of borrowers either not getting the financing they needed or being denied entirely.* If you’ve recently faced a denial, you’re […]
