50+ total transactions — 11 tracked below spanning 2022–2026 · 8 industries
CriticalPoint Capital (private capital affiliate) completed the sale of portfolio company United Engineers & Constructors to publicly traded Aecon Group Inc. This represented the final exit of the firm's investment following a prior divestiture of United's Energy Delivery segment.
Exclusive financial advisor to TRINITY International Industries on its acquisition of Drakestone Designs, a Texas-based manufacturer of handmade, environmentally friendly home storage and organization products using reclaimed wood.
Exclusive financial advisor to Moving Mountains, a legacy hospitality company specializing in luxury vacation home management and rental, on a minority equity investment from StayTerra Vacations.
Exclusive financial advisor to Pacific Lasertec, a portfolio company of Pfingsten Partners, on its acquisition of Diode Laser Concepts. DLC designs and manufactures custom turnkey laser modules and systems serving analytical instrumentation, medical, industrial, and defense end markets.
Exclusive financial advisor to Addtronics, a portfolio company of Kaho Partners, on its acquisition of DAC International. DAC manufactures ultra-precision equipment, CNC lathes, and precision blocking solutions.
Exclusive financial advisor to Xobee Networks, a portfolio company of O2 Investment Partners, on its acquisition of Exceedio Inc., a managed IT and technology solutions provider with 20+ years serving SMBs. Exceedio provides enterprise-level cybersecurity, cloud hosting, managed support services, and network solutions.
Exclusive financial advisor to Secur-Serv, a portfolio company of Transom Capital, on its acquisition of Micro-Data Systems. MDS builds, implements, monitors, and supports technology and security infrastructures.
Exclusive financial advisor to COMQUEST Osteopathic Specialists, a respected test preparation resource in the osteopathic education community, on its sale to TrueLearn, a leading healthcare digital learning and analytics platform.
Exclusive M&A advisor to ACI Logistix on its merger with FirstMile and Sendle, facilitated by an investment from Federation Asset Management. The transaction formed FAST Group, consolidating three logistics platforms to create enhanced capabilities.