OUR FIRM
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
Big bank experience for the middle market
Unique solutions
CriticalPoint uniquely combines the best of both investment banking and private capital service offerings. We advise and represent our clients with professionalism, emotional intelligence, and rigor, using a high-touch, white-glove approach combined with decades of industry experience at top-tier investment banks and private equity firms.
Multi-industry experts
CriticalPoint’s deepest expertise is in deal-making and combining our comprehensive experience across a broad range of industries. When working with transaction partners, we commit to providing prompt service, delivered with passion.
Proven
approach
Our proven approach has helped CriticalPoint grow into one of the largest independent investment banks in Southern California. We also act as a trusted partner in providing private capital for 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 a nimble team working under one roof, we’re aligned every step of the way resulting in smooth, reliable transitions. We partner as an extension of your management team after closing. We’re equipped to shoulder the complexity of corporate carveouts, divestitures, special situations, and private capital investments.
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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Christopher T. Ball
Managing Director
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Michael V. Balistreri
Managing Director, Special Situations
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K.C. Brechnitz
Head of Private Credit
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Diane Cabo
Managing Director
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Nick Cipiti
Managing Director
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Mike Courtney
Managing Director, Head of Portfolio Operations
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Daniel Flanary
Managing Director
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Curt Himebauch
Managing Director, Business Development
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Monica Martinez
Managing Director
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Hitesh Nathani
Managing Director, Valuation
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Joe Onwuegbusi
Managing Director, Head of Deal Origination
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Brad Scherer
Managing Director
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Erin Spaulding
Managing Director, Valuation
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Mike Vehaskari
Managing Director
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Robert J. Woolway
Managing Director
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Laurie Hunter
CFO / Controller
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Linda Quek
Director of Operations
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Chris Kim
Director
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Trent Spangler
Director, Capital Markets
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Cameron Taylor
Director
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Reid Mattan
Vice President
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Dirk Onink
Vice President, Sponsor Coverage
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Jack Silberman
Business Development, Sponsor Coverage
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Willy Doremus
Vice President
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Kenny Cunningham
Senior Associate
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Narek Galstyan
Senior Associate
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Grady Harrison
Senior Associate
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Chase Lazarian
Senior Associate
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Sophie Traversi
Senior Associate
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Joe Vedensky
Senior Associate
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Shuhey (Shawn) Wada
Senior Associate
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Joe Walker
Senior Associate
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Tyler Wolf
Senior 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
