Transitioning From Ownership – Your Exit Plan to Maximize Value

Transitioning Business Ownership article

When the time comes that transitioning away from business ownership becomes a relevant and realistic alternative, whether now or in a few years’ time, taking appropriate actions can help secure a higher value for your business. As we emerge from the tumultuous M&A environment experienced over the past few years, we are hearing more and […]

CriticalPoint Advises Info Solutions on its Sale to Custom Computer Solutions, a Portfolio Company of Columbia River Partners 

SERVER ROOM WITH INFO SOLUTIONS LOGO

May 31, 2024 – CriticalPoint is pleased to announce that it represented Info Solutions, LLC (“Info Solutions” or the “Company”), a growing technology infrastructure consulting, integration and management firm, on its sale to Custom Computer Specialists, (“CCS”), a portfolio company of Columbia River Partners. Headquartered in Wilmington, Delaware, Info Solutions is a rapidly growing provider […]

CriticalPoint Advises PLX, Inc. on its Sale to Luxium Solutions, a portfolio company of SK Capital Partners and Edgewater Capital Partners

CriticalPoint is pleased to announce CriticalPoint is pleased to announce that it represented PLX, Inc. and PLX UK, Ltd. (collectively, “PLX” or the “Company”), a leading designer and manufacturer of high-precision optical assemblies and products, on its sale to Luxium Solutions, LLC (“Luxium”), a portfolio company of SK Capital Partners, LP (“SK Capital”) and Edgewater Capital Partners, LP (“Edgewater”).

CriticalPoint Advises Alcanza Clinical Research, a Portfolio Company of Martis Capital, on their Acquisition of Innovation Medical Research Center

April 9, 2024– CriticalPoint is pleased to announce that it served as the exclusive financial advisor to Alcanza Clinical Research, a portfolio company of Martis Capital, on its acquisition of Innovation Medical Research Center (“Innovation”). Located in Palmetto Bay, Fla., Innovation conducts Phase I to Phase IV clinical trials in key therapeutic areas such as […]

LA Times: Banking and Finance Trends, Updates and 2024 Visionaries

CriticalPoint is pleased to announce that Managing Directors Diane Cabo and Nick Cipiti have been recognized by the Los Angeles Times as 2024 Banking & Finance Visionaries. The fourth annual Banking and Finance Magazine highlights the visionaries who are addressing today’s challenges and guiding corporations and clients toward financial success. Diane Cabo, Managing Director Since […]

Opus Connect :  Top 25 Women in M&A for 2023

Top 25 Women in M&A

CriticalPoint is pleased to announce that Monica Martinez, Principal and Investment Professional for the firm’s Invest – Private Capital group, has been selected as one of Opus Connect’s Top 25 Women in M&A for 2023. This recognition is not only a testament to her commitment to professional excellence, but also underscores her unwavering advocacy for […]

Capital Structure – The Tail on the Dog

capital structure imagery of bar charts

Few examples in our capital markets history can compare to the rapid rise of private credit as an asset class. Before the Global Financial Crisis, private credit was relatively obscure.

CriticalPoint Advises C&S Chemicals, a Portfolio Company of Shoreline Equity Partners, on their Acquisition of ISI Water Chemistries

February 20th, 2024 – CriticalPoint is pleased to announce that it served as the exclusive financial advisor to C&S Chemicals, Inc. (“C&S” or the “Company”), a portfolio company of Shoreline Equity Partners (“Shoreline”), on its acquisition of ISI Water Chemistries, Inc. (“ISI”). Based in Bluffdale, UT, ISI is a leading provider of cooling tower and […]