PRIVATE CAPITAL
We invest in companies
to help improve performance and drive value creation
Corporate sellers face unique challenges when seeking to sell a business or divest non-core divisions from larger companies
Our team solves these challenges, driven by our sense of urgency, informed by our extensive sell-side experience, and facilitated by our access to private capital, allowing us to stand out among other market solutions
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 carve-outs, 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
We offer diverse experience across lending, money management, investment banking,
and accounting, all to help your business reach 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
Loan Size
$1M to $20M
Investment range
Geography
Primarily US
Industries
Industrials
Business Services
Consumer
Technology
Healthcare
FEATURED SUCCESS STORY
FEATURED SUCCESS STORY
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.
