PRIVATE CAPITAL
We invest in companies to help improve performance and drive value creation
CriticalPoint applies an operationally-oriented approach to manage complexity
Our flexible capital is tailored to support business growth
PORTFOLIO
EQUITY CAPITAL
We go beyond the finish line
As a nimble team working under one roof, we’re aligned every step of the way for smooth and reliable transitions and partner as an extension of your management teams after closing. We’re equipped to shoulder the complexity of corporate carveouts, divestitures, and special situations
EQUITY INVESTMENT CRITERIA
Deal Types
Corporate Carve-outs
Special Situations
Privately-owned business seeking a transition
Control Investments
Managed Buyouts
Select Minority Investments
Corporate Carve-outs
Special Situations
Privately Owned Business Seeking a transition
Control Investments
Managed Buyouts
Select Minority Investments
Characteristics
Recurring revenue
Defensible market position
Industries in transition
Scalability
Size
$20M to $500M
Revenue range
Negative to $30M
EBITDA range
Geography
Domestic
International operations with
North American headquarters
Industries
Industrials
Consumer
Business Services
Technology
Healthcare
PRIVATE CREDIT
More than a capital commitment
CriticalPoint offers diverse experience across lending, money management, investment banking, and accounting. With knowledge in a myriad of industries, we can help your business get to the next level
PRIVATE CREDIT CRITERIA
Deal Types
Growth Capital
Acquisitions
Change of Control
Refinancing
Recapitalization
Growth Capital
Acquisitions
Change of Control
Refinancing
Recapitalization
Characteristics
Recurring or diversified revenue
History of Stable Cash Flow
Defensible market position / identified competitive advantages
Industries with positive growth characteristics
Strong management teams
Recurring or diversified revenue
History of Stable Cash Flow
Defensible market position / identified competitive advantages
Industries with positive growth characteristics
Strong management teams
Size
$1M to $20M
Investment range
Geography
Primarily US
Industries
Industrials
Business Services
Consumer
Technology
Healthcare
FEATURED SUCCESS STORY
FEATURED SUCCESS STORY
NEWSROOM
CriticalPoint Launches Innovative Initiative to Support Alternative Buyers and Capital Providers Within the Middle and Lower-Middle Markets
CriticalPoint, a leader in investment banking, deal origination and private investing, is excited to announce the launch of a new
CriticalPoint Advises The Only Agency, Inc. in Connection with its Sale to Presidio Investors
October 31, 2024– CriticalPoint is pleased to announce that it served as the exclusive financial advisor to The Only Agency,
CriticalPoint Advises Viasat, Inc. on its $1,975,000,000 Issuance of Senior Secured Notes
October 2, 2024– CriticalPoint is pleased to announce that it served as exclusive debt advisor to Viasat, Inc. (“Viasat” or
ABOUT
A big bank experience for the middle market
We uniquely combine the best of both investment banking and private equity service offerings. We guide with personality, professionalism, and emotional intelligence, learned from our decades of field and industry experience at top-tier financial companies
