
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
Business ownership is in our DNA
Trust in CriticalPoint as the empathetic partner who can deliver the most favorable outcome
Meet the Team
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Matt Young
Founder & CEO
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Brad Holtmeier
Partner
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Ryan McDowell
Managing Director, Head of Business Development
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Diane Cabo
Managing Director
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Christopher T. Ball
Managing Director
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Luke Ewing
Managing Director
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Laurie Hunter
CFO / Controller
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Linda Quek
Director of Operations
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Nick Cipiti
Director
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Chris Kim
Director
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Monica Martinez
Director
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Trent Spangler
Director, Capital Markets
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Brian Scilacci
Vice President
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Dirk Onink
Vice President, Sponsor Coverage
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Reid Mattan
Vice President
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Willy Doremus
Vice President
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Adam Kaseff
Associate
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Nathan Kenton
Associate
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Tanner Caldwell
Associate
CAREERS
Join the team
We are only as strong as our people. At CriticalPoint, we are always looking for dedicated and driven professionals to grow and succeed with us

