
MERGERS & ACQUISITIONS
We help business owners answer ”What’s next?”
CriticalPoint presents multiple options for a lasting business legacy
With so many unknowns and moving parts, you’ll want us as the M&A partner you can trust
PARTNERING WITH CRITICALPOINT
You know your
business best
But no one can help you figure out the next chapter better than us
You deserve world class experience
Our team has been trained at the top financial services firms in the world. That collective experience is here to serve you
PARTNER COMPANIES



















EXECUTION SERVICES
Mergers & Acquisitions
Get a holistic approach to the next phase of your business and invaluable guidance to achieve your optimal outcome
Capital Markets
Solve complex and dynamic business challenges through unique access to equity and debt financing solutions from a vast network of leading providers
Special Situations & Restructuring
Receive guidance through special situations with confidence and clarity. In addition, our network of industry professionals provides solutions for complex and distressed situations
FEATURED SUCCESS STORY

Laying out the steps for, “Now what?”
By combining a deep understanding of business operations and long-term strategic vision with meticulous preparation, we guide business owners and prospective acquirers alike through the unique challenges of a transaction
At every stage, we leverage our collective insights and judgment to foresee potential challenges and understand the nuances of every opportunity, equipping our clients to make the best decisions and ensuring that value is never left on the table
Partnering with our clients and their advisors, we apply our market expertise and deep understanding of our clients’ businesses and personal goals to guide the best possible timing, process, and opportunity for sale

NEWSROOM

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

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.
ABOUT
A big bank experience for the middle market
We uniquely combine the best of both investment banking and private equity service offerings. We guide with personality, professionalism, and emotional intelligence, learned from our decades of field and industry experience at top-tier financial companies

