Services

M&A ADVISORY

ACHIEVE MAXIMUM VALUE

SELL-SIDE ADVISORY

  • Partnering with our clients and their advisors, we diligently prepare them for the unique challenges presented by a company sale
  • Deeply understanding our clients’ business operations, long-term strategic vision, and personal financial goals allows us to navigate the dynamics and timing of a potential transaction in the marketplace
  • Through comprehensive, meticulous transaction execution, we maximize the value of entrepreneurial and privately-held companies

BUY-SIDE ADVISORY

  • Maximizing the efficiency of our clients’ time and resources, we augment and accelerate organic growth through acquisition
  • Our methodically-structured program simplifies the M&A process and positions our clients to be successful bidders

DEAL ORIGINATION

IDENTIFY OPPORTUNITIES TO ACCELERATE GROWTH

Through a committed approach, we tactically source all relevant acquisition targets that meet our clients’ criteria.  We work thoughtfully and cooperatively to develop actionable investment theses and outreach campaigns, which ultimately lead to successful, proprietary opportunities

Leveraging our deep industry experience and dedicated team, we deliver for our clients and partners in numerous ways, including:

  • Retained search engagements – through an exclusive partnership, we identify and introduce opportunities on a proprietary basis
  • Pre-LOI searches and market checks – we work closely to develop buy-and-build theses and evaluate the market landscape even before a platform transaction
  • Referral agreements – given our unique position in the market, we can introduce relevant opportunities to partners on an ad hoc basis

DEBT & EQUITY FINANCING

ACCESS CAPITAL TO ALLOW FOR GROWTH

Accessing capital is critical to a company’s business strategy and CriticalPoint Partners specializes in arranging both equity and debt financing for acquisitions or bolstering liquidity. We have established relationships with the leading providers of private debt and equity capital and support clients in a wide range of strategic objectives.

  • Growth Equity
  • Acquisition Financing
  • Divestiture Financing
  • Senior Debt
  • Second-lien debt
  • Unitranche facilities
  • Mezzanine Financing

BOARD / ADVISORY

MAXIMIZE ORGANIZATIONAL PERFORMANCE

Utilizing a Strategic Board/Advisor allows a management team to remain in charge, while providing access to expertise and wisdom that can dramatically improve a company. Given our experience working with dozens of companies in board or advisory roles, CriticalPoint Partners has the unique ability to assist in guiding companies through the difficult strategic decisions that affect the future.  Our team converts client visions into defined, executable plans by leveraging our vast resources and relationships.