CAPITAL MARKETS
Our creativity and
powerful network help
us craft exceptional financing strategies and solutions
We provide independent and objective advice across industries during fundraising for acquisitions, refinancings, restructurings, recapitalizations and other key events
We help our clients get to the right place faster, cheaper and with more confidence – helping management teams and boards navigate the process and improve the outcome
KEY FOCUS AREAS
Creativity & Objectivity
- Unbiased review of available options
- Product/market/provider indifferent
- Emphasis on strategic fit, cost effectiveness, durability
Improved Economics
- Reduced Fees
- Improved Pricing
Flexibility
- Seeking world class terms and conditions
- Enhanced business operating flexibility
- Reduced probability of future amendments/consents
Reduced Risk
- Anticipate issues and avoid pitfalls
- Leverage market intelligence
Leverage
Relationships & Horsepower
- Access to a powerful network
- New investor sourcing
- Enhanced information
- Enhanced information
- Extension of CFO/Finance team
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. 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.