OUR FIRM

At CriticalPoint, we source, execute, 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

Big bank experience for the middle market

Unique solutions

We uniquely combine the best of both investment banking and private capital service offerings. We guide with personality, professionalism, and emotional intelligence, learned from our decades of field and industry experience at top-tier financial companies

Multi-industry experts

Our deepest expertise is in deal-making and combining our holistic experience on all sides of the table across a broad range of industries. When working with deal partners, we commit to providing prompt service, delivered with passion

Proven
approach

This approach has grown CriticalPoint into not only one of the largest independent investment banks in Southern California but also as a trusted partner in private capital for global and national corporations, to close on complex transactions with speed and certainty

Investment Banking

When executing deals for founders, entrepreneurs, and privately-held companies, we specialize in M&A and capital markets advisory, identifying thoughtful 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