Crown Point Partners
Crown Point Partners identifies itself as a Pacific Northwest M&A and investment banking firm in the Portland, Oregon area. Its public services include sell-side and buy-side advisory, valuation, capital structuring, financing, and strategic advisory.
Crown Point Partners publicly focuses on Pacific Northwest companies with $2 million to $10 million of EBITDA.
Its stated services cover sell-side and buy-side M&A advisory, transaction analysis, buyer and target research, negotiation, capital structuring, financing, restructuring, and strategic advisory.[1][2][3][4][5]
What does Crown Point Partners do?
Crown Point Partners identifies itself as a Pacific Northwest M&A and investment banking firm in the Portland, Oregon area, with Rodger Adams and Nicholas Stanley serving as managing partners. The firm states that Adams and Stanley established it in 2022 following the retirement of Veber Partners founding partner Gayle Veber.[1][2]
Publicly stated services include sale-timing advice, company positioning, confidential information memorandum preparation, industry and market analysis, comparable-transaction research, buyer-list development, competitive-process management, and negotiation. Crown Point also describes buy-side advisory covering acquisition strategy, target identification, financial modeling, valuation analysis, capital structuring, and negotiation of acquisition price and terms.
The transactions archive identifies work involving growth capital, acquisition capital, debt and equity financing, restructuring and refinancing, strategic advisory, valuation support, and business-energy-tax-credit placements.[3][4]
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 Crown Point Partners?
Owners evaluating Crown Point can examine how the firm would apply its stated sell-side services, including positioning, buyer-list development, valuation analysis, competitive-process management, negotiation, and confidentiality practices. The stated $2 million to $10 million EBITDA focus and Pacific Northwest company orientation are specific points to compare with the owner’s circumstances.
Engagement diligence should address proposed economics and termination provisions, because the official What We Do page does not publish a universal fee schedule, retainer amount, success-fee percentage, termination provision, or tail period. Owners should also clarify whether Stonehaven, LLC would participate in securities offerings or financing work and how that role would be structured.[2][3]
What are the proposed retainer, success fee, expense reimbursement, exclusivity, termination, and tail provisions
How would the buyer universe be developed and screened for the proposed process
What size transactions and clients does Crown Point Partners focus on?
The firm publicly describes experience in manufacturing, distribution, business services, healthcare, forest products, airlines, software, technology, consumer, retail, energy, aerospace, cleantech, and natural resources.[1]
The official transactions archive states that Crown Point advised CRU on its acquisition of IoSafe, Artscape in its sale to Embellence Group, and LifeBalance as sole advisor in its sale to Alliant Insurance Services. Other listed engagements include advising Standard TV & Appliance on its sale to JBC Limited LLC, Commstructure in its sale to LS Networks, Pacific Interpreters in its sale to Sterling Partners, Eutek Systems in its sale to Hydro International, and Cyclone Bicycle in acquiring Action Bicycle USA.
The archive also states that Crown Point advised Family Health and Wellness in structuring a minority sale to Trinity Hunt Partners and Alpha-Tec in its sale to an affiliate of StoneCalibre.[4]
Crown Point publicly describes both sell-side and buy-side M&A advisory. Its stated transaction support includes valuation and financial analysis, market and buyer research, acquisition-strategy development, target identification, capital structuring, financing, negotiation, and competitive-process management.[3][4]
What does Crown Point Partners publicly disclose about fees, process and engagement terms?
The official transactions archive lists identifiable engagements but does not publish transaction dates or transaction values for the listed examples.
The official What We Do page does not publish a universal fee schedule, success-fee percentage, minimum fee, retainer amount, termination provision, or tail period. The official About page states an EBITDA focus but does not publish a universal revenue, enterprise-value, or transaction-size threshold.[2][3][4]
Crown Point’s About page states that Rodger Adams and Nicholas Stanley are registered representatives and that securities are offered through Stonehaven, LLC. The FINRA firm-level BrokerCheck report identifies Stonehaven, LLC as CRD# 118913 and SEC# 8-53699, regulated by FINRA and registered with the SEC, one self-regulatory organization, and 52 U.S. states and territories.
The BrokerCheck report establishes Stonehaven’s regulatory status but does not establish a separate broker-dealer registration for Crown Point Partners, LLC.[2][5]
Crown Point states that its process uses financial analysis, market data, company databases, capital-markets knowledge, and industry experience to guide significant financial transactions. Its public description also includes company positioning, confidential information memorandum preparation, buyer-list development, comparable-transaction research, negotiation, and competitive-process management.
The firm states that it uses nondisclosure agreements and other confidential-information-management practices to mitigate disclosure risks during a transaction process.[1][3]
Questions to ask before hiring Crown Point Partners
What are the proposed retainer, success fee, expense reimbursement, exclusivity, termination, and tail provisions?
How would the buyer universe be developed and screened for the proposed process?
Which Crown Point professionals would lead the engagement and what senior involvement would be provided?
Would Stonehaven, LLC participate in any securities offering, capital raise, or placement, and what fees or conflicts would result?
Which recent comparable engagements can be discussed with transaction dates, values, and terms?
How would confidentiality and information management be handled during the process?
Sources & research notes
- Official website / firm overview
- Official website / firm overview
- Services / capabilities
- Services / capabilities
- FINRA regulatory record
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.