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.
CriticalPoint Advises AYA Medical Spa, a Portfolio Company of Eagle Merchant Partners, on their Acquisition of Tribeca Medical Spa
March 14th, 2025 – CriticalPoint is pleased to announce that it served as the exclusive financial advisor to AYA Medical Spa (“AYA”) a portfolio company of Eagle Merchant Partners, on its acquisition of Tribeca Medical Spa (“Tribeca”). Based in New York City, NY, Tribeca Medical Spa is a leading provider of advanced medical aesthetic treatments. […]
CriticalPoint Strengthens Investment Banking Team with Senior Hire, Robert J. Woolway, as Managing Director
CriticalPoint is pleased to welcome Robert J. Woolway to the firm’s Investment Banking team as a Managing Director, where he will be responsible for sourcing, executing, and financing strategic transactions. Mr. Woolway has over 30 years of investment banking experience and has executed a wide variety of mergers, acquisitions, divestitures, and public and private financings. […]
Top 5 Common Mistakes in Portfolio Valuations
In recent years, the SEC has increased its oversight of private equity and venture capital firms, often targeting issues in portfolio valuations, disclosures, and fee calculations. Portfolio valuations are more than just a compliance exercise, they’re a cornerstone of investor trust and strategic decision-making.
Year End Wrap Up 2024
“We have usually made our best purchases when apprehensions about some macro event were at a peak. Fear is the foe of the faddist, but the friend of the fundamentalist.” Warren Buffett, 1994 Letter to Shareholders In a year marked by uncertainty related to inflation, Fed rate cuts, tightened lending standards, heightened geopolitical tension and […]
