DEAL ORIGINATION
We curate lucrative
connections
Founded by investors who fundamentally understand the art and science of deal making, CriticalPoint was built on the principle of bespoke solutions guided by deep M&A expertise
We take the time to understand your investment thesis, and work closely with private equity firms, corporates, and other buyers, acting as an extension of your business to find you high-value, relevant acquisition targets
PARTNERING WITH US
Leave the
heavy-lifting to us
We do everything from identifying your targets to communicating and sharing effective reporting, managing the entire dealmaking process.
Your dedicated brand ambassadors
We become an extension of your business and tactically source high value and relevant acquisition targets.
PARTNER COMPANIES
DEAL ORIGINATION SERVICES
Add-ons
Efficiently transform your business by directly
engaging with the right acquisition targets.
Platforms
Connect to actionable opportunities by
leveraging your existing expertise.
Roll-ups
Execute on strategies from thesis development to market
mapping with our comprehensive support.
Outsourced Corporate Development
Use our holistic approach to finding the next phase of your
business and achieve your optimal outcome.
FEATURED SUCCESS STORY
FEATURED SUCCESS STORY
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.
