A New Perspective on Investing

With over 40 years of experience working with small and mid-sized businesses, we appreciate the value typically overlooked by larger investment firms and have the expertise to complement existing management and optimize performance.  

Success Through Partnership

Beyond all other attributes, a company must have quality and experienced management in order to succeed.  CounterPoint seeks to identify those key operators and empower them to drive their businesses forward.

Philosophy

Our transactions include companies lacking the liquidity to invest in their own business.  Our mission is to find those good companies in need of investment and provide capital whether it be working capital, new systems, or restructuring dollars.

Well Rounded Team

At CounterPoint, we approach deals as a dynamic team, combining specialized skills with collaborative analysis and decision-making, focusing on utilizing and complementing each other’s abilities and experiences to efficiently and effectively execute on investments.