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
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
CriticalPoint Advises Xobee Networks, a Portfolio Company of O2 Investment Partners, on Its Acquisition of Exceedio
November 10, 2026 – CriticalPoint is pleased to announce that it served as the exclusive financial advisor to Xobee Networks,
CriticalPoint Advises ClearPlan on Its Acquisition of Tilson Construction Technology Consulting (CTC)
October 29, 2025 – CriticalPoint is pleased to announce that it served as the exclusive financial advisor to ClearPlan, LLC
CriticalPoint Strengthens New York Investment Banking Team with Alexander Chefetz as Managing Director
LOS ANGELES and NEW YORK, October 6, 2025—CriticalPoint, a trusted platform of tailored financial solutions combining the best of Investment
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.
