We
execute
deals
We
source
deals
We
invest in
deals
At CriticalPoint, we execute, source, and invest in deals for the traditionally underserved middle market
Since our founding in 2012, our mission has been to serve the needs of owners, entrepreneurs, management teams, and stakeholders with our experience, knowledge, and expert judgment, to help them realize their companies’ greatest potential
PARTNER COMPANIES
Investment Banking
When executing deals for founders, entrepreneurs, and privately-held companies, we specialize in M&A and capital markets advisory, identifying new ways for them to access capital and accelerate growth. We understand firsthand what it’s like to think and act as business owners, and can help our clients figure out what’s next—even if the path isn’t clear yet
When sourcing deals, we play an active role in the entire transaction. Our comprehensive, targeted, and data-driven approach removes the burden for buyers and means constant progress from introduction to close
Private Capital
As investors, our nimble operational excellence translates to certainty to close, without process hang-ups and the red tape of committees. Consider us stewards of the business and management team
INDUSTRIES
Our collective experience in advising, sourcing, and investing across a wide variety of industries is a key differentiator resulting in value creation for our clients
- Maintenance, Repair & Overhaul (MRO)
- Controls & Systems
- Components & Subsystems
- Aviation Software
- Distribution
- Business Process Outsourcing (BPO)
- Marketing Services
- Facilities Services & Maintenance
- Food & Beverage
- Household Products
- Contract Manufacturing
- Personal Care
- Apparel
- Leisure & Health
- E-Commerce
- Deal Origination
- M&A Advisory
- Debt Capital Markets
- Special Situation
- Select Co-Investment
- Medical Practice Groups
- Medical Products & Distribution
- Outsourced Services
- Physician Care Services
- Medical Devices
- Building Products
- Specialty Chemicals
- Petroleum Distribution
- Automotive Products
- Capital Equipment
- Engineering & Construction
- Power Distribution
- Machine Tooling
- Media & Entertainment
- Hardware & Software
- Digital Media
- Internet Services
- Telecommunications
- IT Managed Services
- SaaS
- Transportation
- Third Party Logistics
- Freight Forwarding
- Value Added Logistic Services
- Specialized Logistics
- Warehousing & Storage
REPRESENTATIVE EXPERIENCE
Our transaction experience transcends a range of industries, structures, and situations, allowing us to provide solutions uniquely tailored to meet the needs of middle market companies
FEATURED SUCCESS STORIES
CRITICALPOINT TEAM
The members of our team bring experience from the top firms in the world. We combine that collective expertise to serve you
NEWSROOM
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. Add in prolonged elevated borrowing costs and declining consumer confidence, and the challenges become even more complex.
At the earliest signs of financial stress, proactive decision-making is crucial. Whether it’s managing covenant violations, addressing liquidity concerns, or assessing strategic transactions, companies and their boards must act swiftly to preserve value and maintain control.
In our latest article, Michael V. Balistreri, Managing Director of Special Situations at CriticalPoint explores how businesses can develop strategic options to navigate these challenges effectively.
CriticalPoint Strengthens Investment Banking Team with Senior Hire, Robert J. Woolway, as Managing Director
CriticalPoint is pleased to welcome Robert J. Woolway to the firm’s Investment Banking team as a Managing Director, where he
Top 5 Common Mistakes in Portfolio Valuations
In recent years, the SEC has increased its oversight of private equity and venture capital firms, often targeting issues in portfolio valuations, disclosures, and fee calculations. Portfolio valuations are more than just a compliance exercise, they’re a cornerstone of investor trust and strategic decision-making.
