
SPECIAL SITUATIONS
& RESTRUCTURING
We provide strategic guidance and creative transaction solutions to capital structure challenges
CriticalPoint helps companies and their stakeholders navigate complex business issues to achieve optimal transaction results
We offer independent advice with a holistic approach designed to maximize value for our clients
PARTNERING WITH CRITICALPOINT
Multidisciplinary Approach
By leveraging CriticalPoint’s full-service platform and extensive distribution network, the Special Situations team seamlessly combines financial restructuring, M&A, capital markets, valuation, and industry expertise to serve the full spectrum of any assignment
Restructuring Expertise
Our investment bankers possess specialized skills and experience to act as trusted advisors and provide independent advice to companies and their stakeholders during times of significant financial and strategic transformations
SPECIAL SITUATIONS & RESTRUCTURING SERVICES
Strategic Advisory
- Strategic Alternatives Assessment
- Board of Directors Advisory
- Special Committee Advisory
- Stakeholder Advisory
- Independent Director
Liability Management
- Covenant Relief
- Amend & Extend
- Debt Repurchases & Exchanges
- Recapitalizations
- Chapter 11 Reorganizations
Mergers & Acquisitions
- Sell-Side Advisory
- Buy-Side Advisory
- Corporate Divestitures
- Distressed M&A
- §363 Sales
Capital Markets
- Debt & Equity Capital
- Structured Financings
- Refinancings
- Bridge Loans
- DIP Financing
AWARDS & ACCOLADES
CriticalPoint investment bankers have received broad industry recognition for implementing successful financial restructuring and M&A transactions in complex situations

Emerging Leader Award
(2017)

Top 100 Restructuring & Turnaround Professionals
(2018)

40 Under 40 Honoree
(2019)

Business Professionals Making Their Mark
(2022)
For more information about CriticalPoint’s Special Situations & Restructuring capabilities, please contact:
Michael V. Balistreri
Managing Director, Special Situations
(347) 380-0612
[email protected]
The Special Situations Approach
Understand and fully align with the client’s ultimate goals and objectives
Perform rigorous analysis to evaluate underlying stress factors and potential opportunities
Determine a comprehensive set of available and viable transaction alternatives
Assess the benefits and risks, as well as impact on value, associated with each alternative

Design a bespoke process, which may involve pursuing multiple paths concurrently, to maximize value
Deliver optimal and timely deal execution through effective stakeholder management and process coordination

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 investment banking, private equity, and valuation service offerings. We guide with personality, professionalism, and emotional intelligence, learned from our decades of field and industry experience at top-tier financial companies

