CrossPointe Capital
CrossPointe Capital publicly describes its work as M&A advisory, business brokerage, and strategic business consulting for privately held companies. Its stated criteria include annual revenues from $1,000,000 to $50,000,000, with a focus on mid-sized manufacturing, distribution, and services companies.
What stands out about CrossPointe Capital
CrossPointe Capital publicly positions itself as an intermediary and advisor for privately held-company sales, acquisitions, and related strategic transactions. Its published focus includes mid-sized manufacturing, distribution, and services companies, with stated coverage in California, Oregon, and Washington. The cited official services page does not identify a firm-level broker-dealer registration, investment-adviser registration, securities CRD number, or other regulatory authorization.[1][2][3][5][6][7][8]
What does CrossPointe Capital do?
CrossPointe Capital is a Bend, Oregon-based mergers-and-acquisitions advisory and business brokerage practice serving buyers and sellers of privately held companies.
The firm publicly describes its work as including mergers and acquisitions, select investment-banking services, and specialized strategic business consulting. It states that it provides advisory services to privately held companies with annual revenues from $1,000,000 to $50,000,000.[1][5]
CrossPointe lists transactions, valuation, exit planning, finance, marketing, and innovation as areas of business advisory service for privately held companies. Its public positioning also includes mergers and acquisitions, select investment-banking services, and specialized strategic business consulting.[1][2]
Owners comparing advisory firms can also review Auxo’s M&A advisor vs. business broker vs. investment bank comparison, advisor-selection guide, and sell-side advisor evaluation framework.
What should a business owner evaluate before hiring CrossPointe Capital?
For an owner evaluating CrossPointe, the firm’s stated service scope includes valuation, exit planning, transaction structuring, and confidentiality-focused processes for privately held companies. Its published criteria cover annual revenues from $1,000,000 to $50,000,000, and its stated industry focus includes mid-sized manufacturing, distribution, and services companies.
Owners should clarify the contracting legal entity, applicable regulatory structure, engagement economics, conflicts, buyer outreach, transaction references, and the firm’s role in any securities-related financing or capital-raising work. The cited official overview page does not publish engagement-fee percentages, minimum fees, tail periods, termination schedules, or standard transaction-expense terms.[2][3][5]
Is the firm acting solely as an M&A intermediary, or also providing regulated securities, investment-advisory, or broker-dealer services for the proposed engagement
What are the engagement fee, success-fee, retainer, minimum-fee, tail, termination, and expense provisions
What size transactions and clients does CrossPointe Capital focus on?
CrossPointe states that it is specially positioned to advise buyers and sellers of mid-sized manufacturing, distribution, and services companies.
Its published example transactions include businesses in semiconductor equipment, biotech metals, technology market research, custom wine-cellar manufacturing, production roofing, direct-response advertising, electronic controls, and pallet and crating products.[3][7]
The official example list identifies the sale of a Semiconductor Equipment Manufacturer, the sale of a Biotech Metals Manufacturer/Distributor, the sale of a Technology Market Research Firm, and the acquisition of a Custom Wine Cellar Manufacturer.
Additional examples include the sale of a Production Roofing Company, Direct Response Advertising Company, Electronic Controls Manufacturer, and Pallet and Crating Products Manufacturer.[7]
CrossPointe publicly describes transaction work involving sales and acquisitions, together with valuation, exit planning, and custom transaction structures. The firm states that it designs structures intended to reconcile the objectives of buyers, sellers, professional advisors, creditors, vendors, landlords, employees, and customers.
CrossPointe also describes recapitalization as a structure in which a buyer acquires a controlling interest while some or all selling shareholders retain a minority position and may continue in management.[2][3][8]
What does CrossPointe Capital publicly disclose about fees, process and engagement terms?
The cited official example-transactions page does not disclose transaction dates, buyer or seller legal names for most listed examples, transaction values, financing terms, or consideration structures.
The cited official services page does not identify a firm-level broker-dealer registration, investment-adviser registration, securities CRD number, or other regulatory authorization. The cited official overview page does not publish engagement-fee percentages, minimum fees, tail periods, termination schedules, or standard transaction-expense terms.[2][5][7]
CrossPointe publicly describes itself as providing M&A advisory, business brokerage, valuation, and select investment-banking or related advisory services.
The cited official services page does not identify a firm-level broker-dealer registration, investment-adviser registration, securities CRD number, or other regulatory authorization. The firm’s regulatory status and the legal structure applicable to a proposed engagement should be verified directly with CrossPointe and relevant regulators.[1][2]
CrossPointe states that it uses confidentiality-focused processes and discrete introductions to protect businesses and confidential information during transactions.[3]
Questions to ask before hiring CrossPointe Capital
Which legal entity would sign the engagement letter and receive fees?
Is the firm acting solely as an M&A intermediary, or also providing regulated securities, investment-advisory, or broker-dealer services for the proposed engagement?
What are the engagement fee, success-fee, retainer, minimum-fee, tail, termination, and expense provisions?
Can the firm provide dated transaction references comparable in industry, size, geography, and structure?
What buyer universe and outreach process would be used?
How are conflicts handled when representing buyers and sellers?
What seller involvement, rollover equity, earnout, employment, or recapitalization terms are typically expected?
Sources & research notes
- Official website / firm overview
- Services / capabilities
- Industry / market focus
- Geography / market coverage
- Transaction size / criteria
- Transaction size / criteria
- Transaction / portfolio evidence
- Services / capabilities
How this profile was researched
Auxo profiles are prepared from publicly available primary and authoritative sources and reviewed for entity identity, factual support and disclosure consistency. When a fact cannot be supported by the reviewed public record, the profile identifies it as something to confirm directly rather than inferring it.
Independent research profile
This profile was prepared by Auxo Capital Advisors from publicly available information believed to be reliable and is provided solely for informational and educational purposes. It is not an endorsement, recommendation, ranking, solicitation, or representation regarding the profiled firm, its services, qualifications, transaction experience, regulatory status, financial condition, or suitability for any particular person, company, transaction, or investment.
Information obtained from third-party and public sources may be incomplete, inaccurate, outdated, or subject to change, and Auxo Capital Advisors makes no representation or warranty, express or implied, as to its accuracy, completeness, or timeliness. Readers should conduct their own independent diligence and consult appropriate professional advisers before engaging any advisor, intermediary, investor, lender, acquirer, or other transaction counterparty.
Broker-dealer and securities disclosure
Auxo Capital Advisors is an affiliate of Weild & Co., Member FINRA | SIPC. Securities-related activities and securities transactions are conducted through Weild & Co.
Nothing contained on this page constitutes an offer to sell, an offer to purchase, or a solicitation of an offer to buy or sell any security, investment product, or financial instrument. Nothing on this page constitutes investment advice, a recommendation regarding any security, or a recommendation to enter into any transaction with the profiled firm or any other party.
Any securities transaction, capital-raising engagement, investment-banking engagement, or other securities-related activity involving Auxo Capital Advisors or Weild & Co. is subject to applicable regulatory requirements, internal review and approval, suitability and other applicable diligence requirements, and the terms of a separate written engagement or transaction agreement, as applicable.
Inclusion of a third-party firm in this directory does not imply affiliation with, sponsorship by, endorsement by, or any other relationship with Auxo Capital Advisors or Weild & Co. unless expressly stated otherwise.