Value-focused approach on positioning, reinventing, and selling your business for more.

Track Record

We are a team of Wall Street investment bankers having successfully completed 120+ mergers, acquisitions, and divestitures for a broad range of industrial sector clients. Leveraging this best-in-class transaction expertise and network of strategic buyers for the entrepreneurs we represent on complex M&A transactions, we offer unconflicted advice on scaling  to eight- and nine-figure exits.

Our Services

  • M&A Sell Side

    We drive the deal process from pre-transaction prep to marketing, due diligence, closing, and negotiating the deemed enterprise value and deal terms. More important, clients we represent appreciate how we properly educate, prepare, and advise them on repositioning their business from the buyer’s perspective. Our holistic approach attracts higher valuations and maximizes your net proceeds

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  • M&A Buy Side

    We are your premier outsourced corporate development advisor, dedicated to empowering privately held companies in expanding their business models with strategic and accretive acquisitions where appropriate. We assist with M&A strategy development to operational efficiency/synergy analysis, facilitating due diligence, negotiating deal terms, and supporting in-house integration to reduce risks.

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  • Valuation Advisory

    We offer a unique valuation-based practice within an M&A advisory firm, providing an unmatched level of sector expertise and transaction experience to create value for our clients. Our range of capabilities and knowledge in valuing technology-based and IP-rich businesses and their assets position us to providing insightful and defensible advice for transactions as well as other strategic endeavors.

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  • Pre-Transaction Advisory

    Knowing if you can afford to sell a business is the most difficult decision for many entrepreneurs. Using a value-focused methodology and proprietary framework, we holistically conduct a thorough assessment of your business to help you make an informed go/ no-go decision, bridge the gap, strategically future proof your business, and scale it to eight- and nine-figure valuation.

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Problems We Solve

  • "We’ve received an unsolicited acquisition offer that has sparked our interest, but we’re uncertain if now is the right time to exit or if this buyer truly aligns with our team, customers, and growth prospects. To avoid the risks of a proprietary deal that could limit our options, we plan to engage an M&A advisor who can prepare the company, attract the best strategic acquirers, and secure optimal terms and valuation. This approach allows us to continue running our business successfully while exploring the market and ensuring an exit path that supports our personal and financial legacy."

  • "Our company wants to scale up via M&A, but we lack internal expertise on the next best steps. Without strategic guidance, we worry about making haphazard choices that could jeopardize our ability to maximize enterprise value and ROI for the company, employees, and investors. We need help designing a thematic M&A strategy, identifying and building a pipeline of attractive acquisition targets, and overseeing the transaction process from analysis to deal structure, due diligence, and integration support.”

  • "We are a $50 million revenue company with $7.5 million in discretionary free cash flow. Most of my wealth is tied up in the business. While the industry growth outlook is promising, I'm not yet ready to sell 100% of the company. I am open to bringing on a growth equity partner to help professionalize the business. This partnership would allow me to take some chips off the table, remain actively involved, groom the next generation of leaders, strengthen our business model, and accelerate our growth."

  • "As general partners focused on maximizing returns on our portfolio investments, we seek guidance on preparing our companies for potential exits. While we have access to strategic buyer relationships, we want to engage an M&A advisor who can run a competitive and targeted process aligned with our valuation expectations for selling direct secondary investments. Additionally, we need the advisor to collaborate with our founders and outline a disciplined exit strategy with minimal disruption to the ongoing operations of our portfolio companies."

  • "We're expanding our manufacturing capacity to meet growing demand but require capital to support upgrading equipment, hiring skilled labor, and scaling operations effectively. We seek financial partners who understand our industry's challenges and can provide flexible financing solutions. Access to capital will not only strengthen our competitive edge but also enable us to meet customer expectations and seize new market opportunities."

  • "My partners and I are considering an exit strategy, as two out of three partners plan to retire within the next 2-5 years. However, our financials are inconsistent, and margins are flat. While we want to increase our strategic value before an exit, we're unsure of the best path forward. How do we improve our current business model while creating a new one to secure future growth at scale? We seek strategic advice to help us guide the transition of our company into an innovative force within our industry and achieve quality results.”

  • "I've reached a point where I'm considering selling 100% of the business, but there's no one within the family whom I trust or who is willing to take over the reins of the business. While I have a fantastic management team in place that can continue to grow the business without my daily involvement, they lack the financial resources to buy me out at a fair value. What are my exit options and how do I transition out of the business over the next 1-2 years?"

Our Commitment

  • At Katalyst Point, we will not represent you as a client unless we truly believe we can deliver a win-win-win outcome that aligns with your goals.

  • We take the time to understand your vision for the future, what success looks like for you, and the factors most important in your transaction.

  • We believe in transparency. We'll provide clear explanations of your exit options, the entire sale process, and answer your questions openly and honestly throughout the journey.

  • Our commitment is unwavering - to act in your best interest, always. We won't sugarcoat information or tell you what you want to hear just to gain your business. Our goal is to empower you with unbiased, expert advice for a well-informed decision.

  • We don't cut corners. We leverage our established processes, industry expertise, and extensive network to achieve the most favorable outcome for your specific situation.

  • We understand the importance of discretion. We take every step to ensure complete confidentiality throughout the process, protecting you from unnecessary exposure.

  • Our dedicated team will work tirelessly on your behalf, maximizing the value you receive and securing the best possible outcome for your next chapter in the business’s life cycle. Whether your goal is financial security, a smooth transition, or both, we'll help you achieve it.

  • At Katalyst Point, we are committed to providing you with the resources, expertise, and personalized attention you deserve to achieve a successful exit and unlock the next exciting chapter in your life.

70%+

Enterprise Value Increase

120+

Transactions

$30Bn+

Transaction Volume

25+

Years Experience