Preparing Your Business for an M&A Transaction
Why Advance Planning is the Key to a Successful Exit A successful merger or acquisition isn’t just about getting the right price—it’s about executing a strategy that protects long-term wealth, minimizes tax exposure, and supports a fulfilling life after the sale. The difference between a smooth and rewarding transaction and one that breeds regret often […]
Affiliates of CriticalPoint Acquire Pura Vida Bracelets from Vera Bradley, Inc.
Ryan Heuser, Co-Founder and Former President of Paul Frank Industries, Is Pura Vida’s New CEO June 24th, 2025 – Affiliates of CriticalPoint announced today the acquisition of consumer wearables brand Pura Vida© Bracelets (“Pura Vida”) from Vera Bradley, Inc. (NASDAQ: VRA). Under CriticalPoint’s ownership and operational expertise, Ryan Heuser, co-founder and former president of Paul […]
CriticalPoint Advises Tool-Gauge and Machine Works, Inc. on its Sale to DEMGY Group
June 17th, 2025 – CriticalPoint is pleased to announce that it served as the exclusive financial advisor to Tool-Gauge and Machine Works, Inc. (“Tool-Gauge”) in connection with the sale of its assets to DEMGY Pacific, LLC, a member of the DEMGY Group (“DEMGY”). Based in Tacoma, Wash., Tool-Gauge is a Tier 1/Tier 2 supplier of […]
CriticalPoint Advises COMQUEST in connection with its Sale to TrueLearn, a portfolio company of LLR Partners
June 13th, 2025– CriticalPoint, a trusted platform for tailored financial solutions, is pleased to announce that it served as exclusive financial advisor to COMQUEST Osteopathic Specialists, LLC (“COMQUEST”), a respected test preparation resource in the osteopathic education community, in connection with its sale to TrueLearn, a leading healthcare digital learning and analytics platform and portfolio […]
Navigating Your Defining Moment: Two Real-World M&A Journeys
This spring, the first annual CriticalPoint Business Summit brought together current business owners and industry specialists to explore and shed light on the M&A process. One highlight was a panel discussion titled “The Experience of Selling Your Business,” featuring CriticalPoint Founder Matt Young and two business owners who shared their personal M&A journeys, offering vital […]
CriticalPoint Advises Moving Mountains on its Investment from StayTerra Vacations
May 28th, 2025 – CriticalPoint, a trusted platform for tailored financial solutions, today announced that it served as the exclusive financial advisor to Moving Mountains, Inc. (“Moving Mountains” or the “Company”), a legacy hospitality company specializing in luxury vacation home management and rental, on its investment from StayTerra Vacations, LLC (“StayTerra”), a portfolio company of […]
Why Middle-Market M&A Is Gaining Momentum—Even in a Volatile Economy
Despite economic headwinds from shifting trade policies, stock market volatility, and recession concerns, middle-market M&A is showing resilience. A perfect storm of available capital, generational transitions, and private equity urgency is driving deal activity this year. A Mixed Start to 2025—But Optimism Persists 2025 began with high hopes following several years of suppressed M&A volumes. […]
CriticalPoint’s 2025 Business Summit Unlocks Middle-Market M&A Strategies
On March 24th – 25th, 2025 CriticalPoint hosted over 100 attendees for its inaugural Business Summit at the Terranea Resort in Palos Verdes, California. The event was an incredible success, bringing together current business owners and industry specialists to discuss how best to prepare for and implement a process.
Avoiding the Pitfalls of Financial Distress
In today’s rapidly evolving business landscape, companies are facing increasing pressure from all sides—protectionist trade policies, supply chain disruptions, labor shortages, and rising input costs.
The Benefits of Private Equity for Middle-Market Companies
Private equity (“PE”) firms play a significant role in fueling the growth and transformation of middle-market businesses. These firms, armed with capital and operational expertise, offer more than just funding; they provide strategic guidance, network connections, and a disciplined approach to value creation.
