MERGERS & ACQUISITIONS

We help business owners answer the question, ”What’s next?”

Selling, buying, or raising capital for a business is complex, and requires a partner you can trust

Our responsive, dedicated M&A professionals bring decades of experience to every aspect of the deal execution journey

PARTNERING WITH US

Your passion for business matches
our passion for deals

Whether it’s negotiating the terms of a sale or helping you prepare for an acquisition, our team will be by your side as an ally and an advocate, seeing to the smallest details.

You deserve world class experience

Our Private Capital experience makes us best suited to prepare our M&A clients when they reach a defining moment. We offer the widest network of potential buyers and sellers and access to capital markets that help you achieve your goals.

PARTNER COMPANIES

EXECUTION SERVICES

Mergers & Acquisitions

We take a holistic approach to helping you navigate the next phase of your business.

Capital Markets

We leverage exclusive access to equity and debt financing solutions to solve business challenges.

Special Situations & Restructuring

We offer guidance through special situations, using our network of industry professionals to provide solutions to complex and distressed situations.

FEATURED SUCCESS STORY

The BRIEF

The APPROACH

The RESULT

ETL, a leading transportation logistics provider of international goods to the Southwest U.S., was experiencing rapid and sustained growth. In early 2019, the CEO who founded and led the company’s fast rise was motivated to move on to the next chapter in life. Through CriticalPoint’s efforts, the company entertained two potential transactions in 2019 and 2021, but neither were consummated due to an uncomfortable structure in the case of one and an uncommitted buyer in the case of the other. Undiscouraged and committed to finding a satisfactory solution, CriticalPoint pressed ahead assuring the CEO and the company’s shareholders that a sale was still possible. As the search for a new buyer proceeded, ETL continued its strong growth in revenue and profitability

Leveraging its deep and diverse network and collaborating with the firm’s in-house research team, CriticalPoint identified a wide, yet actionable swath of potential investors. To increase the odds of success, CriticalPoint encouraged the management team to consider rolling some of their sale proceeds into any potential new partnership. With optimism lingering following two sidelined deals, the CEO and shareholders were pleasantly surprised with CriticalPoint’s dogged pursuit of a buyer that would foster further expansion of the company’s footprint

Ultimately, CriticalPoint identified a buyer with deep industry experience and negotiated a mutually beneficial transaction structure. By the time the deal closed, the company’s value had more than doubled from the initial deal and increased more than 20% over the second potential deal. Further, the third time proved to be the charm for the shareholders as they were able to not only retain a significant amount of equity and meaningful ownership of the new company, but also pocket more upfront cash than originally anticipated. In an optimal outcome, the buyer proved to be the right fit and provided the CEO with a definitive exit path

Charting the next step
for your business

With our deep understanding of business operations, 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, 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

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CriticalPoint Advises RadiusAI on the Sale of Its Viztel Platform to Everseen, a Portfolio Company of Crosspoint Capital Partners

CriticalPoint is pleased to announce that it served as the exclusive financial advisor to RadiusAI, Inc. (“RadiusAI”) on the sale

Los Angeles Business Journal Recognizes CriticalPoint Managing Directors Chris Ball, Monica Martinez, and Mike Vehaskari as 2026 Leaders of Influence

CriticalPoint is pleased to announce that Chris Ball, Monica Martinez, and Mike Vehaskari have been selected as 2026 Leaders of

CriticalPoint Expands Food & Beverage Investment Banking Capabilities with Addition of Kevin O’Brien as Managing Director

July 21, 2026—CriticalPoint, a trusted platform of tailored financial solutions combining the best of Investment Banking and Private Capital, today

ABOUT

Critical Insights. Tailored Solutions. Exceptional Outcomes.

CriticalPoint provides tailored financial solutions through a trusted platform, combining the best of Investment Banking and Private Capital. Backed by decades of diverse transaction experience, the CriticalPoint team delivers the insights clients and stakeholders need to achieve superior outcomes. Founded in 2012 by senior M&A professionals with a passion for deal-making, CriticalPoint stands out for its deep expertise in Investment Banking—including mergers and acquisitions, capital markets, deal sourcing, special situations, and valuation advisory—as well as in Private Capital investing, with a focus on corporate divestitures and special situations.

When business owners, management teams, private equity firms, and corporate sellers reach a defining moment across a range of industries, they rely on CriticalPoint’s proven expertise.

About CriticalPoint