DEAL ORIGINATION
We curate lucrative
connections
CriticalPoint is your partner in achieving mutual success through acquisition
Let us help you chart the path to finding the right deal
PARTNERING WITH CRITICALPOINT
Leave the
heavy-lifting to us
We bring deep experience from across industries and from both sides of the deal table. We do everything from identifying your targets to communicating and sharing effective reporting. As active partners, let us manage the entire dealmaking process
Your dedicated brand ambassadors
We become an extension of your business and tactically source high value and relevant acquisition targets. We do this by working collaboratively to create actionable investment theses and tailored outreach campaigns
PARTNER COMPANIES
DEAL ORIGINATION SERVICES
Add-ons
Transform your business efficiently by directly engaging with the right acquisition targets
Platforms
Get connected to actionable opportunities by leveraging your existing expertise through a dedicated approachRoll-ups
Without action, there are only ideas. We offer comprehensive support to execute on strategies from thesis development to market mapping
Outsourced Corporate Development
Get a holistic approach to the next phase of your business and invaluable guidance to achieve your optimal outcome
FEATURED SUCCESS STORY
The BRIEF
Pueblo Mechanical, founded and headquartered in Arizona, is a leading provider of commercial HVAC and mechanical controls. Prior to engaging CriticalPoint, the company was no stranger to M&A, having completed six acquisitions in their home state alone. However, after establishing a dominant presence in Arizona, the company, in conjunction with its new sponsor, Huron Capital, sought to become a super-regional leader in the industry
The APPROACH
CriticalPoint offered Pueblo and Huron a dedicated team to leverage its relationships, technology, and processes. CriticalPoint took a broad, yet focused approach to canvas the HVAC industry and identify numerous compelling opportunities across adjacent regions, primarily in the Southwest and Rocky Mountain states. Simultaneously, CriticalPoint committed itself to develop a deep understanding of the market, Pueblo’s business, and its value proposition to potential sellers. Leveraging the resulting message and Pueblo’s track record, the team began a highly structured campaign to originate actionable opportunities and partners
The RESULT
CriticalPoint successfully procured and facilitated a total of 5 transactions, which enabled Pueblo to expand into 4 new markets (Texas, Colorado, Utah, and New Mexico) and achieve the superregional leadership they sought
NEWSROOM
CriticalPoint Hires Erin Spaulding as Managing Director to Expand the Firm with Valuation Capabilities
We are pleased to announce that Erin Spaulding has joined CriticalPoint where she will be focused on building and leading
CriticalPoint Advises Lux Speed Inc. in connection with its Sale to Smartaira, a portfolio company of SDC Capital Partners
July 11th, 2024 – CriticalPoint is pleased to announce that it served as exclusive financial advisor to Lux Speed Inc
CriticalPoint Advises Luxium Solutions, a portfolio company of SK Capital Partners and Edgewater Capital Partners, in its acquisition of Inrad Optics
July 10th, 2024 – CriticalPoint is pleased to announce that it advised Luxium Solutions, LLC (“Luxium”), a worldwide technology leader
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