SPECIAL SITUATIONS
& RESTRUCTURING
Financial challenges
demand a trusted
partner for navigating
capital structure complexity
Our Special Situations group provides strategic guidance and creative transaction solutions, helping our clients maximize value and achieve their objectives
We offer independent advice with a holistic approach designed to maximize value for our clients
PARTNERING WITH US
Multidisciplinary Approach
By leveraging CriticalPoint’s full-service platform and extensive distribution network, the Special Situations team seamlessly combines financial restructuring, M&A, capital markets, valuation, and industry expertise to serve the full spectrum of any assignment.
Restructuring Expertise
Our investment bankers possess specialized skills and experience to act as trusted advisors and provide independent advice to companies and their stakeholders during times of significant financial and strategic transformations.
SPECIAL SITUATIONS & RESTRUCTURING SERVICES
Strategic Advisory
- Strategic Alternatives Assessment
- Board of Directors Advisory
- Special Committee Advisory
- Stakeholder Advisory
- Independent Director
Liability Management
- Covenant Relief
- Amend & Extend
- Debt Repurchases & Exchanges
- Recapitalizations
- Chapter 11 Reorganizations
Mergers & Acquisitions
- Sell-Side Advisory
- Buy-Side Advisory
- Corporate Divestitures
- Distressed M&A
- §363 Sales
Capital Markets
- Debt & Equity Capital
- Structured Financings
- Refinancings
- Bridge Loans
- DIP Financing
AWARDS & ACCOLADES
CriticalPoint investment bankers have received broad industry recognition for implementing successful financial restructuring and M&A transactions in complex situations.
Emerging Leader Award
(2017)
Top 100 Restructuring & Turnaround Professionals
(2018)
40 Under 40 Honoree
(2019)
Business Professionals Making Their Mark
(2022)
For more information about CriticalPoint’s Special Situations & Restructuring capabilities, please contact:
Michael V. Balistreri
Managing Director, Special Situations
(347) 380-0612
mbalistreri@criticalpoint.com
The Special Situations Approach
Understand and fully align with the client’s ultimate goals and objectives
Perform rigorous analysis to evaluate underlying stress factors and potential opportunities
Determine a comprehensive set of available and viable transaction alternatives
Assess the benefits and risks, as well as impact on value, associated with each alternative
Design a bespoke process, which may involve pursuing multiple paths concurrently, to maximize value
Deliver optimal and timely deal execution through effective stakeholder management and process coordination
NEWSROOM
CriticalPoint Advises Xobee Networks, a Portfolio Company of O2 Investment Partners, on Its Acquisition of Exceedio
November 11, 2025 – CriticalPoint is pleased to announce that it served as the exclusive financial advisor to Xobee Networks, Inc.
CriticalPoint Advises ClearPlan on Its Acquisition of Tilson Construction Technology Consulting (CTC)
October 29, 2025 – CriticalPoint is pleased to announce that it served as the exclusive financial advisor to ClearPlan, LLC
CriticalPoint Strengthens New York Investment Banking Team with Alexander Chefetz as Managing Director
LOS ANGELES and NEW YORK, October 6, 2025—CriticalPoint, a trusted platform of tailored financial solutions combining the best of Investment
ABOUT
Critical Insights. Tailored Solutions. Exceptional Outcomes.
CriticalPoint provides tailored financial solutions through a trusted platform, combining the best of Investment Banking and Private Capital. Backed by decades of diverse transaction experience, the CriticalPoint team delivers the insights clients and stakeholders need to achieve superior outcomes. Founded in 2012 by senior M&A professionals with a passion for deal-making, CriticalPoint stands out for its deep expertise in Investment Banking—including mergers and acquisitions, capital markets, deal sourcing, special situations, and valuation advisory—as well as in Private Capital investing, with a focus on corporate divestitures and special situations.
When business owners, management teams, private equity firms, and corporate sellers reach a defining moment across a range of industries, they rely on CriticalPoint’s proven expertise.
